TowerBrook Capital Partners

there was like a hundred or something like that

there was right and uh you know um you know i kind of realized like hey you know wouldn't it be cool if tech could solve some of my people challenges right or my process challenges or inefficiency as we know a lot of folks wanted to go direct or you know disrupt the agent broker model and i would say insure tech 1.0 um but you know started to get involved in that and then um got a call from um private equity firm that said um Towerbrook has said, hey, you know, we just made an investment in Orchid Underwriters.

We'd love you to come on board and run corporate development strategy.

And, you know, we were family owned and run at Atlas.

And the opportunity came up because, you know, I had a lot of interaction with private equity, both in, you know, they had approached us a number of times when I was at RGP.

I joined the board of a KKR-backed services company and Right around the time that Towerbrook made an investment in Eisner Ampner, I started to get more reach out from private equity to try to, you know, the general process is, hey, like we're going to test our thesis by talking to as many people as possible.

Had a few firms reach out to me about the opportunity to either join advisory boards, boards, or come in and be CEO.

And when Trudy Hunt and I connected, We had what I would say is a long conversation.

I would have not heard about data centers until maybe 2022 like everyone else.

But one of our GPs at the time, the second GP deal we did with Towerbrook, they executed on a data center in France, actually, where we are now.

Yeah.

So, uh, at the time I was, I was a VP in the infrastructure team.

I'll give you another example whereby we within Wafr have our own direct investing activities in infrastructure, middle market, and real estate.

And in two thousand and thirteen We bought a GP stake in Towerbrook, and a year or two later we executed a co-investment alongside them in the data center space in Europe.

Speaking of the IQ multiplier, most GPs were introduced to data centers probably post-2020.

Because of our access and ownership in GPs, we are able to have conduits of ideas that globally span sectors, and we're able to identify these areas early on and double down.