On this installment of The Deal’s Behind the Buyouts podcast, Thomas H. Lee Companions LP managing director Jim Carlisle discusses the agency’s technique in center market know-how, together with robotics, automation, software program and market companies.
Robotics could think of George Jetson, however Carlisle described sensible purposes in such various settings as warehouses, by way of portfolio firms AutoStore AS and RightHand Robotics Inc., and hospitals, by way of know-how developed by Qventus Inc. Portfolio firm Kinexon GmbH develops know-how that screens equipment on manufacturing unit flooring and may also observe efficiency {of professional} athletes on a basketball court docket or soccer pitch.
Carlisle additionally defined how THL breaks down alternatives in vertical software program, horizontal software program and infrastructure, and the attraction of marketplaces equivalent to meals supply service GrubHub Inc. and actual property outfit Ten-X LLC.
In the meantime, the THL managing director mentioned build up portfolio firms by way of M&A and the symbiotic relationship between the agency’s Automation and Flagship funds.
Right here’s the podcast:
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