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.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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 management and benefited from technology improvements (broadband, video terminals, cheaper chips) that created a virtuous cycle of better products driving higher demand and pricing.