$VERIFONE · GTCR's Verifone investment exemplifies value buying with growth upside in payment electronification

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Generating Alpha Podcast

Episode 42: Collin Roche - Co-CEO and Managing Partner of GTCR

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GTCR's Verifone investment exemplifies value buying with growth upside in payment electronification

2025-12-08 · 1 company · 4 thematic

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colin roche

Colin Roche has spent nearly 30 years at GTCR, rising to Co-CEO and Managing Partner. He focuses on financial services, technology, and healthcare sectors, partnering with management teams to transform middle-market companies. He emphasizes value-oriented investing with growth upside, long-term ownership mindset, and building great businesses through operational improvement.

quote

“one investment was an investment we made in a company called Verafhone which uh uh makes uh point of sale terminals. that was you know a growing electronification of payments was a theme that we were investing in behind uh in in credit car…”

—colin roche

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GTCR's Verifone investment exemplifies value buying with growth upside in payment electronification

GTCR invested in Verifone when it was a messy carve-out from HP with poor financials but strong secular tailwinds from payment electronification; they believed in the new manageme…