Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)

<p><span style="color: #333333;">My guest on today’s sponsored insight is Aaron Sack, the head of Morgan Stanley Capital Partners, Morgan Stanley Investment Management’s middle market private equity business.<br /> <br /> Our conversation covers Aaron’s path to Morgan Stanly sixteen years ago, the strengths and weaknesses of investing under the umbrella of the bank, and his team’s investment principles and approach across sourcing, due diligence, deal making, and operational improvements. We close discussing the current market dynamics, competitive positioning, and Aaron’s favorite investment example.<br /> <br /> <strong>Show Notes:</strong><br /> 02:41    Aaron's background<br /> 06:44    Path to private equity<br /> 08:29    Contrarian career advice<br /> 12:20    Middle market private equity<br /> 13:10    Working within a global institution<br /> 16:27    Core investment principles<br /> 18:52    Assessing quality of management teams<br /> 20:43    Due diligence for deals<br /> 22:48    Current market dynamics<br /> 24:13    Pricing and financing markets<br /> 36:55    Creating a game plan with operating partners<br /> 30:14    Favorite deal examples<br /> 33:16    Competitive positioning<br /> 35:26    Closing questions</span></p> <p> </p> <p><strong>Learn More</strong> </p> <p>Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/">LinkedIn</a> </p> <p>Subscribe to the <a href= "https://capitalallocators.com/">mailing list</a> </p> <p>Access Transcript with <a href= "https://capitalallocators.com/signup">Premium Membership</a> </p>