Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.
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A Deep Dive into Private Equity’s Future
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Host Hugh MacArthur takes the hot seat in this special episode about the future of private equity. You can access the original, full-length interview here. If you'd like to stay up to date with Hugh's weekly posts on LinkedIn, follow him here.Autor: Steffen Pauls
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The Case for ‘Guarded Optimism’ in the Healthcare Sector
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2024 is shaping up to be a surprisingly robust year for private equity deal activity.Autor: Nirad Jain, Kara Murphy
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Buy-and-Build: Deal Breakers and Deal Makers
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[This series originally aired on November 21, 2019] Absent certain market conditions, buyer beware.Autor: Bain & Company
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The Renewed Urgency of Operational Due Diligence
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[This episode originally aired on March 21, 2023] As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.Autor: Bain & Company
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A small, but growing cohort of investors are taking mid-sized companies private and driving substantial margin improvements.Autor: Bain & Company
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Bain’s 2024 Midyear Private Equity Report: Executive Summary
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Deals and exits are flat, and fundraising is down, but the real story is the tension beneath the numbers. For a deeper discussion, join our live webinar on July 9. Read Bain's 2024 Midyear Private Equity Report, here.Autor: Bain & Company
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A Savvier Approach to Sovereign Wealth Funds
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Karen Khalaf, one of Bain's leading experts in sovereign wealth funds, explains how a little knowledge can go a long way on the fundraising trail.Autor: Karen Khalaf
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Dry Powder: Live from SuperReturn 2024
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Jim Strang, chairman of HgCapital Trust, joins us for a wide-ranging conversation about the future of the private equity industry. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.Autor: Bain & Company
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Rethinking Risk w/ Charlesbank’s Michael Choe
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We explore a fresh approach to modeling and managing risk.Autor: Bain & Company
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Exit Strategies w/ Thoma Bravo’s Holden Spaht
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In part two of our series, Thoma Bravo’s leading enterprise software investor explains how they continue to find exit opportunities and source new deals.Autor: Bain & Company
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When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht
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We ask one of Thoma Bravo’s leading enterprise software investors why 2023 could be a “significantly better” year for deal making.Autor: Bain & Company
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Data-Driven Impact Investing w/ Bridgespan’s William Foster
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Private equity firms are developing measures of success that go far beyond carbon footprints.Autor: Bain & Company
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We ask Bain’s leading macro expert about the “last mile” of rate cuts in the US, and whether Europe has miles to go.Autor: Bain & Company
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Bain & Company’s 2024 Global Private Equity Report: Executive Summary
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We seem to have entered a period of eerie calm, but will it last? Read Bain & Company’s 2024 Global Private Equity Report here. View my webinar on March 19th here.Autor: Hugh MacArthur
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The Key to Persistent Performance w/ TPG’s Jim Coulter
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In part two of our interview, we explore the principles and strategies that enable the industry’s top-performing GP’s to deliver persistent returns.Autor: Bain & Company
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Breaking the Tablets w/ TPG’s Jim Coulter
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A pioneering investor talks to us about challenging the industry’s conventions.Autor: Bain & Company
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The Evolution of the Secondaries Market: From Crisis to Opportunity
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Tom Callahan, CEO of NASDAQ Private Market, argues that today’s liquidity crisis could mark a turning point for secondaries markets.Autor: Bain & Company
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The Rise of the Secondaries Market: From Backwater to Boomtown
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Nigel Dawn, senior managing director at Evercore, explains how GPs and LPs are discovering new tools and techniques to finance deals.Autor: Bain & Company
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Inside the Modern Investor Relations Team
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We asked two of Bain’s leading experts on commercial excellence to take us to the cutting edge of investor relations.Autor: Bain & Company
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Macro Update: The Flip Side of Inflation
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As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation?Autor: Bain & Company
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A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma
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Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Stanford Research Initiative on Long Term Investing. Ashby studies the inner workings of pension funds, sovereign wealth funds, endowments and foundations — in short all of those LPs that sit somewhere in between the public and private sectors. “That mean…
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Back to the Future w/ Vista’s Robert F. Smith
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In part two of our interview series, we explore Vista’s approach to AI and how it connects to the company’s founding story.Autor: Bain & Company
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Defying the Down Market w/ Vista’s Robert F. Smith
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We ask Vista’s CEO how he continues to do deals at an astonishing clip, despite the challenging conditions of today’s market. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.Autor: Robert F. Smith
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In part two of our fund-raising series, we’ll dig into the tools, tactics, and technologies that enable general partners to tailor their pitches to key decision makers within institutions.Autor: Bain & Company
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As competition for capital intensifies, a one-size-fits-all approach to institutional investors will no longer suffice.Autor: Bain & Company
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One Small Step for Private Equity, One Giant Leap for Philanthropy
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We ask the founding team at Greater Share about their intriguing new approach to philanthropic funding and how they’ve already garnered support from some of the world’s leading GPs.Autor: Bain & Company
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Macro Update: I'm From the Government and I'm Here to Invest
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In part two of our macro series, we explore the risks and rewards of public-private partnerships.Autor: Bain & Company
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Macro Update: Are We Out of the Woods Yet?
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We ask Karen Harris, the managing director of Bain’s Macro Trends Group, whether the economy could emerge from this period of rate hikes unscathed. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.Autor: Bain & Company
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How to Recruit and Retain a Team of All-Stars w/ Bain Capital’s Stephen Pagliuca
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In part two of our interview series, we ask Steve how he recruits and retains a team of all-star players. If you'd like to stay up to date with my weekly series of posts on LinkedIn, you can follow me here.Autor: Bain & Company
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Upward and Onward In an Uncertain Environment w/ Bain Capital’s Stephen Pagliuca
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The longtime chairman and now senior advisor at Bain capital explains why he is “as excited” to be involved in the private equity industry today as he was 30 years ago. If you'd like to stay up to date with my weekly series of posts on LinkedIn, you can follow me here.Autor: Bain & Company
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Dual Sector Expertise w/ Welsh, Carson, Anderson & Stowe
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In the second part of our interview series with WCAS, we explore how they “co-cover” the healthcare and tech industries, together.Autor: Bain & Company
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A Tale of Leadership Transition w/ Welsh, Carson, Anderson & Stowe
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We ask Welsh Carson how they identify the next generation of leaders within the firm and how they extend those practices to their wider ecosystem of partners and advisors. I've also launched a weekly series of posts on LinkedIn, which you can follow here.Autor: Bain & Company
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In such a severely capital-constrained environment, you need to give your LP’s confidence that you’ll be able to deliver real results over the next five years. Read our latest research on the fundraising slowdown and how top private equity firms are learning to sell, here. I've also started a weekly series of posts on LinkedIn, which you can follow…
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Bain’s Private Equity Midyear Report 2023: Executive Summary
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Deal activity, exits and fundraising are all sharply down, but the fear of a recession is also subsiding. So what’s holding investors back? Read Bain's Private Equity Midyear Report 2023, here. You can also find our latest research on the fundraising slowdown and how top private equity firms are learning to sell, here. I've also started a weekly se…
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Alone on the Ice: A Conversation with Arctos' Ian Charles
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On the previous episode of Dry Powder, Ian Charles, managing partner at Arctos Sports Partners, took us inside his approach to sports investing. It was a master class in sector specialization and value creation that you don’t want to miss, but Ian has always tended to go after nonobvious opportunities. “I grew up in a small town in Alaska,” he says…
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In a League of His Own: A Conversation with Arctos' Ian Charles
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Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.Autor: Bain & Company
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Christian Sinding, the CEO and managing partner of EQT Group, joins us for our first live recording. We explore when deal markets will finally stir to life and how EQT takes intelligent risks in a period of overwhelming of uncertainty.Autor: Bain & Company
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We asked Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.Autor: Bain & Company
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Karen Harris, the head of Bain’s Macro Trends Group, returns to the show for a conversation on interest rates, bank runs and an unusual mix of economic indicators.Autor: Bain & Company
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Inside the Race to Tokenize Capital w/ HgCapital Trust’s Jim Strang
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We consider whether the launch of a few tokenized funds amounts to an interesting experiment on the blockchain or the beginning of a powerful secular trend. If you'd like to learn more about the democratization of private equity, I recommend you listen to our interviews with the CEOs of Titanbay, Moonfare and Opto Investments. I've also started a s…
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Inside the Race to Retail Capital w/ Opto Investments’ Mark Machin
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We asked the CEO of Opto Investments to take us inside their eye-opening series A round and why they’re pursuing Registered Investment Advisors with a laser-like focus. If you haven’t heard our interviews with the CEOs of Moonfare and Titanbay, I highly recommend you go back and listen to those episodes as well. I've also started a series of weekly…
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Inside the Race to Retail Capital w/ Moonfare's Steffen Pauls
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We asked the CEO of Moonfare what it takes to get ordinary investors up to speed and investing in private equity with confidence. If you haven't heard my interview with another early mover in this space, the CEO of Titanbay, I highly recommend you go back and listen to those episodes as well. I've also started a series of weekly posts on LinkedIn. …
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Visualize Profits With Precision, Not Platitudes
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Too many business leaders lack a clear and granular understanding of profitability, but a few organizations are visualizing profits in startling detail.Autor: Bain & Company
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The Renewed Urgency of Operational Due Diligence
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As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.Autor: Bain & Company
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The 2023 Global Private Equity Report: Executive Summary
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Deal activity was on track for another record-setting year, until the wheels came off. Read the full 2023 Global Private Equity Report, below: https://www.bain.com/insights/topics/global-private-equity-report/Autor: Bain & Company
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Behind the scenes at Davos, attendees were coming to terms with a fracturing world, a cascade of risks and, despite it all, a silver lining. Today on Dry Powder, Karen Harris, managing director of Bain's Macro Trends Group, shares her key insights from Davos and how private equity investors are dealing with the emergent risks and opportunities of a…
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Private equity firms are racing to build out their Web3 capabilities, from deal sourcing to diligence to the bleeding edge of tokenization fund management. Further Reading: For Digital Assets, Private Markets Offer the Greatest OpportunitiesAutor: Bain & Company
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Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year. Further Reading Web3 Could Rewrite the Rules of User Identity Snap Chart: How Much Is Web3 Disrupting Your Industry?Autor: Bain & Company
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The Long Road to the ‘Other Half’ of the Capital Market
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In part two of our interview with the CEO of Titanbay, we discuss the regulatory and behavioral hurdles that have prevented private equity from accessing roughly half of the world's sources of capital — and to what extent digital platforms can lower those barriers to entry.Autor: Bain & Company
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Are Retail Investors Finally Within Reach?
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We asked the CEO of Titanbay how digital platforms could open up private equity deals to a whole new class of investors.Autor: Bain & Company
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