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Is Mega-Private Equity Becoming a Public Proxy?
Andrea Auerbach, Global Head of Private Investments for Cambridge Associates, discusses the current state of the private equity market, including the surge in distributions back to LPs, and the performance of the largest private equity funds, which is beginning to mirror the average performance of the stock market. Interviewed by David Snow, CEO of Privcap…
June 14, 2019More -
The Challenge of ESG Data-Gathering
How GPs cope with the massive amounts of data generated by ESG programs
March 29, 2019More -
Hunting for ‘Small, Great Deals’ in the Lower Middle Market
A GP at a lower-middle market private equity firm and one of its LP backers discuss the attractions of the small-deal market, the ‘entrepreneurship through acquisition’ model of deal sourcing, the universal need for tech upgrades across the US business landscape, and the diversity of founders and CEOs at smaller companies.
January 3, 2022More -
JC Flowers: The Financial Services Opportunity
The veteran private equity investor, who rose to prominence with the turnaround of Japan’s Shinsei Bank, discusses why he is bullish on wealth management, the “real” phenomenon of disintermediation, his analysis of the 2008 financial meltdown, why the next recession will not hit banks as hard, and why he is worried about China. Sponsored by…
December 14, 2021More -
PE Challenge: Creating a Plan of Action from Operational Due Diligence
Value-creation experts from Sun Capital and AlixPartners discuss the latest techniques for operational due diligence ahead of private equity investments. The experts also discuss the advantage that PE firms can get by having operating partners engage in due diligence as early as possible, the need for speed in ODD, and the limits in using benchmarking…
December 13, 2021More -
JC Flowers: Skeptical About Bitcoin
The veteran financial services private equity investor explains why he thinks Bitcoin as a method of payment is “laughable,” and why he has one bet on a crypto-related company.
December 5, 2021More -
A Public-Benefit Platform for ESG in Private Markets is Born
Behind the creation of Novata, which aims to solve the “chaos” and “frustration” around ESG reporting. Two senior executives from Novata and Hamilton Lane (one of Novata’s backers) discuss the goals of the consortium, which also includes the Ford Foundation, Omidyar Network and S&P, and why GPs and LPs alike have been searching for a…
November 29, 2021More -
The Private Equity Play in Plastics Recycling
Part 2 of 2. A co-founder of private equity firm Ara Partners describes his firm’s investment in a plastics recycling platform called Circulus. Troy Thacker also discusses how to turn plastic waste into resins for many applications as well as the application of new technologies to sustainable business plans.
November 23, 2021More -
ESG in Private Equity: A ‘Tipping Point’ in Risk and Opportunity Assessment
Three private equity value-creation experts discuss the rise of ESG in private equity and how it is increasingly being used by GPs for risk assessment and value-creation. The conversation includes an overview of Bregal Partners’ history as an ESG-centric investor, aligning with ESG-focused founders, measuring ESG impact on financial performance and setting carbon-neutral goals.
November 16, 2021More -
Is There Any Money in Decarbonization?
A founder of Ara Partners details the private equity firm’s strategy of helping portfolio companies win market share through lower carbon footprints and more environmentally friendly business practices. Troy Thacker also discusses the firm’s recently raised $1.1 billion fund, how to manage execution risk in ESG initiatives, how regulations and consumer preferences are driving sustainable…
November 9, 2021More -
Ardian’s Strategy for ‘Sustainable’ Buyouts
Part 2 of 2. A senior partner at a major investment firm discusses how private equity can transform traditional businesses into future-facing, sustainable winners. Chris Sand of Ardian also discusses: the right KPIs for ESG, how to help companies improve their environmental impact, promoting gender diversity and how a bakery in the Ardian portfolio is…
November 2, 2021More -
Investing in Tech-Enabled Healthcare Companies
A managing director at private equity firm GI Partners describes the landscape for healthcare investment disrupted by technology, and with adoption propelled by the Covid crisis. Dave Kreter discusses VC deals as a leading indicator of trends to come, budget and regulatory pressures inherent to healthcare businesses, creating better outcomes for portfolio companies, the healthcare…
October 12, 2021More -
Winners and Losers in a Disrupted Global Supply Chain
Private equity value-creation experts from Permira and AlixPartners are turning the supply chain and logistics crisis into opportunity for operations improvements. Topics of discussion include reports from the front lines of portfolio companies that rely on the supply chain to fulfill orders, how the crisis is allowing companies to supply better service from shippers, the…
October 4, 2021More