Private Equity Judgment, Resilience, and the Art of Business Building
Geoff Faux, Partner at Clearview Capital, shares the principles that shape his approach to private equity investing, from evaluating management teams and industry dynamics to navigating adversity when deals go sideways. He reflects on lessons forged through competitive athletics, a career built inside one firm, and a defining portfolio company crisis that tested every assumption about value creation. Geoff also explains Clearview’s first-in institutional playbook and how focus, prioritization, and people decisions drive durable outcomes. This is a grounded, hard-earned perspective on what it really takes to build winning businesses—hit play.Episode Highlights1:01 – How elite swimming shaped Geoff’s discipline, focus, and investing mindset4:17 – Growing up around lower middle market deals and choosing private equity early13:02 – The four variables that matter most in private equity investment decisions19:55 – Why industry stability and baseline management strength are non-negotiables...
