Apr 21, 2022
On today’s manager meeting, I interview Andrew Milgram, a
Managing Partner and Chief Investment Officer of Marblegate Asset
Management. Marblegate is a $2.3 billion alternative
investment manager founded in 2008 that focuses on middle-market
distressed credit opportunities and special situations. The firm
takes a direct sourcing approach, and works closely with portfolio
companies to create value and drive positive business
transformations for sustainable results.
Our conversation covers Andrew’s very early
beginnings in investing, his experience on the sell-side,
transition to the buyside, and launching of Marblegate. We discuss
the nuances of investing in the middle-market, valuation, sourcing,
due diligence, liquidity, and portfolio construction. We then dive
into two headline examples of Marblegate successes, Education
Management Corporation and New York Taxi medallions. We close with
Andrew’s views on the state of distressed investing today and his
involvement with the Boy Scouts of America.
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