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Showing results for TCW HT-CO-Invest II L.P.
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...However, the outlook is uncertain, rising one-offs make P&L valuations less relevant and cash conversion is declining. In addition, top management changes add another layer of complexity....
...But when everything explodes, your P&L explodes with it, and that is what we are currently living through....
...As a part of these teams, we had reams and reams of information and data on generics, profit pools, what products are made, what the future is, what impact it would have on our P&L....
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