Stone Point, Jarryd Levine – Value in Industry Specialization at Bullhorn (PE Deals EP. 3)
Private Equity Deals with Capital AllocatorsShow Notes
Jarryd Levine is a Managing Director at Stone Point Capital, a financial services specialist that has invested $21 billion across 135 businesses in the space. Jarryd helps lead the firm’s investments in Business Services and Human Capital Management.
Bullhorn is a leading global software provider for the staffing, recruiting, and contingent labor industry, servicing over 10,000 staffing agencies worldwide. Stone Point acquired Bullhorn in September 2020, as the fifth private equity owner of the business.
We discuss Bullhorn’s history, Stone Point’s rationale for human capital as a sub-sector focus, its multi-year, proactive search for the best business in the space, transaction dynamics during Covid, playbook as an industry expert, potential risks to the investment, exit strategy, and lessons learned.
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