American Securities CEO Michael Fisch on CNBC Money Movers
// Video
American Securities CEO Michael Fisch joins CNBC's "Money Movers" to discuss whether higher interest rates have impacted dealmaking, noting the firm returned $5 billion to investors over the past 12 months by growing portfolio company EBITDA and successfully exiting positions despite valuation gaps that persisted from a few years ago.
He explains American Securities' selective approach, targeting industries with strong tailwinds—like clean energy and near-shoring/reshoring of manufacturing supply chains—and focusing on U.S.-headquartered businesses with $50–200 million in EBITDA. Fisch also highlights AI as a major theme benefiting U.S. industrials, and touches on the firm's international presence (including its Shanghai office) as part of operating in a global, competitive market.
Watch the video here.
