Michael Davidov
LinkedIn Copy
Hey Michael — similar path (IB → PE). been thinking a lot about origination in middle market healthcare and services lately. would be good to connect.
Hey Michael, looks like we share a similar IB → PE path, though I was in London at CS & Greenhill not doing consulting at Bain and PE in LA like you. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record. the people, tools and ideas were never really connected. every deal virtually sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Michael, looks like we share a similar IB → PE background, though I was in London doing growth equity deals at Treis not in LA building a holdco across healthcare and industrials like you. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected, so every deal is virtually sourced from scratch. nothing compounds on itself. curious if that resonates or if you've built something different at Pine Street? — Russ
hey Michael — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from Pitchbook or Grata, maybe using ChatGPT to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas are all disconnected, so there's tonnes of wasted energy and everything ends up out of sync. been helping a few funds like Mentmore work through that. curious if you've run into the same thing at Pine Street? — Russ
totally get it if origination infrastructure isn't top of mind right now — most funds have 10 things ahead of it on the priority list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
Email Copy
No email copy generated yet.
Prospect Research
## PROSPECT INFORMATION: Name: Michael Davidov Title: Managing Partner Fund: The Pine Street Group Background: Michael Davidov is a seasoned investment strategist and operator currently serving as the Managing Partner at The Pine Street Group in Los Angeles. With over 15 years of experience, his current focus is on leading an investment holding company that targets middle and lower-middle market businesses. His primary sectors of interest include healthcare services, chemicals, financials, business services, franchises, media, and agriculture. He specializes in executing transactions, providing strategic guidance, and driving operational improvements for portfolio companies. His professional background is distinguished by high-level education and elite corporate experience. He holds an MBA from Harvard Business School and a B.A. in Economics from the University of Pennsylvania. Prior to his current role, he served as the CEO of Apollo Care Services, where he managed growth for a healthcare administrative provider. His foundational experience includes working as an Associate at Altamont Capital Partners, a Senior Associate Consultant at Bain & Company, and earlier roles at Lubert Adler and NBCUniversal. Key skills include Mergers & Acquisitions (M&A), private equity, management consulting, financial modeling, and strategic business development. He is also multilingual, with proficiency in French, Portuguese, and Spanish. Posts: There are no posts available in the provided data. Fund details: - Description: Pine Street Group is an investment holding company focused on investing in middle and lower-middle market businesses in a variety of industries. Our primary industries of focus include healthcare services, chemicals, financials, business services, franchise businesses, media, and agriculture. We have a highly flexible mandate enabling us to invest across capital structures and deal types. The Pine Street team has experience executing well over $1 billion in transaction value with over a decade of combined experience. - Website: https://www.thepinestreetgroup.com - Location: Beverly Hills, California, United States - Lead qualification: Research: - Query: =The Pine Street Group Michael Davidov recent investments fund thesis - Answer: Michael Davidov is a managing partner and co-founder of The Pine Street Group, focusing on middle and lower-middle market investments. He has experience in healthcare, franchise businesses, and private equity. The Pine Street Group invests in various industries including healthcare services and chemicals.