Declining valuations: an opportunity for STG
Recent market movements have led to a drop in company valuations, offering STG acquisition opportunities at attractive prices. As Bill Chisholm puts it, "valuations have come down, and we've managed to close some good deals." This ability to identify and seize opportunities in difficult market conditions is testament to STG's proactive and agile strategy.
Performance based on operational transformation
The manager focuses on the operational activities of his portfolio companies. Chisholm insists: "Our returns, our performance, are based on transforming the operational performance of companies, rather than on financial engineering." This focus on optimizing operations enables STG to create sustainable value, whatever the market conditions.
A strategy of transformation
STG 's strategy includes robust measures to transform the companies it acquires. By focusing on areas such as improving operational efficiency and talent management, STG succeeds in enhancing the performance of its portfolio companies. This transformational approach is an essential element of long-term value creation.
Resilience and adaptability
In a market marked by uncertainty, resilience and adaptability are essential. STG has proven its ability to invest successfully in changing conditions, maintaining rigorous discipline on valuations and constant vigilance on operational improvements, which remain present in diverse market environments.
