For most of Private Equity’s history, the deal was the thing. Find the right asset, apply the right capital structure, and wait for multiple expansions to do their work. The executives running portfolio companies were important, but largely asked to hold steady while the financial mechanics played out. That era is over. As a result,…
Private equity has made its position on AI clear. Across the industry, funds are committing to AI transformation inside their portfolio companies, embedding it into value creation plans, and in some cases appointing dedicated AI leadership at the fund level. The ambition is not in question. The problem is execution. And at the heart of…
There is a conversation happening in private equity boardrooms that rarely makes it into published commentary. It is not about deal multiples or exit timing. It is about the people running portfolio companies, and whether the incentive structures and leadership models that worked in a five-year hold still make sense when the hold stretches to…