Jesse D. Serventi

speaker

182 appearances 1 recordings 1 series first heard Jan 2026 last heard 22 Jan

Jesse D. Serventi’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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How I Invest with David Weisburd · E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI · 22 Jan 2026 podcast

There's a very short-term orientation that's kind of crept into the industry.

And it's not just among the GPs, managers, the executives, the C-suite executives, you know, throughout the economy, they're now all trained to think this way.

It's like, okay, I'm going to get hired, I'm going to exit in two years, and then I'm going to be on to my next private equity thing, the next thing I find.

And I actually do think that if you can get your LPs to support this and you yourself can think differently, there's a great opportunity if you can be a little bit more long-term.

Love Stanley Druckenmiller, who we famously learned from George Soros and read everything that he says.

And of course, he's a public markets investor and more of a trader.

But what we have taken from that statement and applied to our business is the view of, as we talked about earlier, building a position over time.

When we enter into a new business model, there is a huge difference between owning something in that segment and not.

And buying something, even if it's only a $5 million EBITDA business, buys you a seat at the table.

there are people who will talk to you that will not talk to just the private equity firm.

There are other business owners.

There are things that you get invited to, history conferences.

There's a big network of things that open up to you once you invest.

And I can maybe just illustrate it through an example.

We exited a legal services business called Harbor last year.

And it was a thesis that we built in 2021 and made our first investment in early 2000.

And we ended up doing 10 add-on acquisitions over the course of our ownership period.

The difference between what we saw when we didn't have an investment and what we saw when we did have an investment was night and day.

And the add-on acquisitions that we sourced, we believe many of them we don't see if we don't have something in there.

And so investing in something allows for a much greater investigation of something, even when you start really small.

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