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Artificial Intelligence May Slash Operating Teams
Fewer operating professionals will be required to get the same (or better) outputs at the portfolio company level.
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Isabel O'Brien
Why Most Portcos Are Far From Being ‘AI-Ready’
GPs’ expectations for generative artificial intelligence to drive business growth are high. Do they match portcos’ realities?
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Isabel O'Brien
Higher US Employment Litigation Risk for Article 8 and 9 SFDR Fund Portcos
The EU law’s operational stipulations for sponsors could prove to be a double-edged sword at the portfolio company level — especially during Trump 2.0.
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Isabel O'Brien
BREAKING: Sycamore to Fund $24B Walgreens Buyout with 80%+ Debt
The industry average for take-privates in Q4 2024 was 53%. Experts worry this puts Walgreens at a high risk of default and bankruptcy.
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Isabel O'Brien
PE Ownership and Bankruptcy Link Strengthens in Healthcare, Retail for 2024
Companies in these sectors with private equity backing were far more likely to go bankrupt than their non-PE-backed counterparts, according to new…
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Isabel O'Brien
Are All of 2024’s Bad Assets in Continuation Funds?
Common assumption is that operationally-challenged assets are typically rolled into secondaries vehicles rather than exited. What does the research say?
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Isabel O'Brien
Small Exits Outperformed Large Ones in 2024
Paradoxically, lower enterprise values at exit were associated with higher value creation multiples, according to Preqin data. How?
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Isabel O'Brien
Portco CFOs Key to Successful Roll-Up Strategies
M&A-oriented growth strategies produce uneven results – but a strong CFO can help guide the way.
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Isabel O'Brien
M&A Is Risky, But Operating Partners Choose It Anyways
Over half of exits surveyed in Privitas' “Technology: Value Creation 2024” report chose M&A as a path for growth but saw varied results.
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Isabel O'Brien
The Unexpected Impact of Family Offices on PE Portco Operations
Family offices have emerged as a worthy competitor to PE for talent, capital, and assets. How is the competition impacting the actual management of…
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Isabel O'Brien
Are PE-Backed Companies More Likely To Go Bankrupt? It’s Complicated.
The oft-cited fact stems from a study of pre-GFC data – in recent years, the opposite was true. But post-Covid, things have started to backslide…
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Isabel O'Brien
US PE’s Outperformance of European PE Is Structural, Not Operational
It’s not that US firms are better operators – there are a number of structural reasons for the performance gap between European buyouts and their…
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Isabel O'Brien
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