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How to Think Like an Institutional Investor with Deborah Smith, Ep. 620

podcast June 25, 2024

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Deborah Smith is Co-Founder and CEO of The CenterCap Group and heads the firm’s Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis’s $40 billion AUM investment management business).

She joined CBREI in July 2007 to co-head the build out of the firm’s M&A efforts and led the firm’s negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.


In this episode, we talked to Deborah about her role in mergers and acquisitions, her clients, the tiers of capital, evaluating the deals or the partners: how to do it and what the process is, and much more.


Announcement: Learn about our Apartment Investing Mastermind here.


Investing in Businesses;


02:30 Deborah’s background;

05:29 Her role in M&A;

08:01 Clients that she’s currently working with;

15:52 An insight into the tiers of capital;

20:11 The process of evaluating the deals or the partners;

28:00 Round of insights




Announcement: Download our Sample Deal package here.


Round of Insights


Apparent Failure: Not choosing to major in accounting.

Digital Resource: The Wall Street Journal.

Most Recommended Book: House of Cards.

Daily Habit: Running and walking.

#1 Insight for investing in new businesses: Paying attention to the things that go wrong and not assuming that everything will turn out okay is the key to success.

Best place to grab a bite in NYC: The Fitzpatrick Hotel.


Contact Deborah:

Website: https://centercapgroup.com/


Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

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