Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity

迪潘·帕特尔谈佩尔米拉对私募股权的“工匠式”方法

Goldman Sachs Exchanges

2026-09-04

34 分钟
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Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approach and private partnership structure differs from firms which have grown through platform scale and breadth. He also discusses Permira’s strategy for transforming portfolio companies and what has made those assets attractive to strategic buyers, and he shares how Permira assesses technology risk in its portfolio. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products.  This material may contain forward-looking statements.  Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose.  Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Good things happen to good companies and bad things happen to bad companies.

  • And I think what AI is doing is just accelerating those things.

  • So if you're a business that aggregates commodity data,

  • sells it through a commodity channel, with a commodity UX, you are probably already...

  • On a decline curve and if you're a company with proprietary data and with network effects

  • an incredibly strong brand and you've built a user experience which is built for the idiosyncrasies

  • of a vertical probably you're going to be on the right side of AI Welcome to Goldman Sachs Exchange's Great Investors.

  • I'm Alison Mass.

  • I'm about to sit down with Dipan Patel, co-managing partner and co-CEO of Premira,

  • a global investment firm spanning private equity and credit with approximately $100 billion in assets under management.

  • So welcome to Great Investors.

  • So great to have you here.

  • Thank you for having me.

  • So everyone remembers their first job, but yours must have been especially memorable.

  • You worked at Arthur Anderson in 2002, and then after university, you went to Lehman Brothers.

  • Those must have been fascinating experiences.

  • So tell us a little bit about that.

  • Yeah, that's right.

  • I worked at Arthur Anderson in 2002 during the Enron scandal,

  • and then Lehman Brothers in 08, obviously during the global financial crisis.