PERSON DIRECTORY
Sean Barrett
Sean Barrett appears in 2 indexed conversations across Business Breakdowns. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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EQT: Returns at Scale - [Business Breakdowns, EP.220]
EQT combines €270B market-basis AUM with decades of 2.5x gross MOICs and roughly 20% net IRRs, while its European waterfall defers carry recognition.Management says existing funds could generate over €8 billion of net carry in five years, despite a 20x fee-stream valuation versus 35x for the space and 3-5% current FCF yield.Fundraising scale and growth-led returns are catalysts, but macro-sensitive exits and €22B funds test durability.