Housing News
Constellation’s Bonnie Wilhelm on their “buy and hold forever” strategy
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:33:59
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Sinopse
On today’s episode, we have an exclusive, behind-the-scenes conversation with a guest who has an amazing perspective and depth of knowledge in investing and business operation strategy, Bonnie Wilhelm. Bonnie is the CEO of the Andromeda Group and COO of Perseus inside of Constellation Software. Constellation acquires and operates Vertical Market Software (VMS) throughout a broad target of industries, including housing. In 2023, Constellation acquired two of the most important technology assets in housing: Optimal Blue and Dark Matter, which was formerly Black Knight. Their influence spans far and wide across many facets of the housing and mortgage ecosystem, even if the name isn’t one that you may recognize at first glance. Bonnie’s conversation with Clayton gives us a glimpse into the intricate investing and operating strategy at Constellation, where they strongly believe in holding acquired businesses into perpetuity. She also talks about decentralizing operations down to day-to-day minutia and how they’re