Neville Rhone joins host Brandon Sedloff on The Distribution for a thoughtful conversation about his path from engineering to real estate, the experiences that shaped his investment philosophy, and the evolution of Arc Capital Partners. He reflects on early lessons from Morgan Stanley and Canyon Partners, the formation of Arc, and why the middle market remains the most compelling area for generating durable returns. Neville also breaks down today’s capital-constrained environment, the structural challenges facing owners, and how Arc is positioning itself as a solution provider during a period of dislocation. The discussion closes with a look at where he sees the greatest opportunities ahead and what GPs should know before reaching out.
They discuss:
- Neville’s early influences and shift from engineering into real estate
- Key takeaways from roles at Morgan Stanley and Canyon Partners
- The founding of Arc Capital Partners and the firm’s middle-market focus
- How today’s capital crisis is creating opportunities for structured solutions
- The sectors and geographies Arc is prioritizing over the next several years