Kevin Taweel is the co-founder and Chairman of Asurion. We cover the early leadership hires that had a profound impact on the company, why "divine discontent" became the centerpiece of their culture, and the auspicious timing of their equity recapitalization process.

Kevin Taweel is the co-founder and Chairman of Asurion. We cover the process for identifying the perfect acquisition target, how vertical integration revolutionized the handset insurance industry, and the pivotal capital allocation decisions that drove Asurion's growth.

Rob Small is a Managing Director at Berkshire Partners. We cover TransDigm's approach to capital allocation, Rob's position management over time, and compare TransDigm with traditional PE portfolio companies.

Nick Howley is the Founder and Executive Chairman of TransDigm. We cover TransDigm’s evolution while under public ownership, unpack its approach to special dividends, and examine meaningful acquisitions alongside disruptive crises.

Rob Small is a Managing Director at Berkshire Partners. We cover the core elements composing TransDigm’s business quality, Berkshire’s and Stockbridge’s initial investments, and the trajectory of Rob’s conviction.

Nick Howley is the Founder and Executive Chairman of TransDigm. We cover TransDigm’s foundations under private ownership, dig into its core value drivers, and explore the business's early M&A motion.