On this episode, Alex Abell, Managing Partner at RCP Advisors, explains how fund of funds investors evaluate lower middle market managers—and why fund-level benchmarking alone fails to surface which GPs are genuinely creating value. Hear how deal-level data can validate or challenge the narrative a manager pitches, why a strong return in a single deal means little without peer context and how operational metrics like entry margins and revenue CAGRs reveal whether a manager is actually improving the companies it owns.
Then learn how to evaluate the operational side of a GP—from the structures firms use to deploy functional expertise across portfolio companies, to the qualitative signals that can override a strong track record.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
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