Intense focus ‘beyond sector specialization’ helps Thomas H Lee breed winners

Sperling: Opportunities exist, but multiples are high.

Scott Sperling, co-CEO of Thomas H Lee Partners, attributes his firm’s success to an intense focus “way beyond sector specialization.” This focus helps the firm find new deals and new pockets of growth. Sperling sees many offerings today with multiples that exceed his firm’s estimate of intrinsic value. The key is to find ones with strong cashflow growth.

Email prepared by Jack Willoughby