The Wall Street Lab

Rami Cassis, founder and CEO of Parabellum Investments, discusses how his firm operates as a hybrid between a family office and private equity firm. He provides an inside look at his investment approach, building relationships and reputation, and his perspective on improving private equity’s image.

Key Topics and Timestamps:

• What a hybrid family office and private equity firm is and why Cassis cares about private equity image [00:02:00 – 00:05:45]
• Cassis’ approach to sourcing investments and what he looks for in an acquisition target [00:05:45 – 00:10:15]
• How valuation discussions unfold and avoiding deal fatigue [00:10:15 – 00:15:00]
• The importance of honoring your word in building relationships and reputation [00:15:00 – 00:20:00]
• Integrating a new acquisition and exiting investments [00:20:00 – 00:25:00]
• Tips on deal negotiations and avoiding concessions [00:25:00 – 00:30:00]
• Working with management teams and the role of chairman [00:30:00 – 00:35:00]
• How private equity can improve its image and be a force for good [00:35:00 – 00:40:00]
• What Cassis looks for when hiring junior team members [00:40:00 – 00:45:00]
• The importance of diversity and avoiding “assholes” [00:45:00 – end]

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