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Private Equity Now – Portfolio Positioning (LP Perspective)
In a world fraught with macroeconomic uncertainty, geopolitical turmoil, and evolving capital markets, LPs must take a consistent, balanced, and…
Read MorePrivate Equity Now – The GP/LP Relationship
It is a clear win-win. GPs can customize the deployment and portfolio construction of their funds — particularly crucial in…
Read MorePrivate Equity Now – Impact on Fundraising (LP Perspective)
We resume our discussion of the private equity liquidity crunch and its impact on fundraising, this time from the LP’s…
Read MorePrivate Equity Now – Impact on Fundraising (GP Perspective)
A successful track record of investment exits is always a given, but doing so today is essential to attract new…
Read MorePrivate Equity Now: The LP Perspective
In recent years, private equity secondaries have bloomed from a cottage industry, extending back to the 1980’s, to an essential…
Read MorePrivate Equity Now: The GP Perspective
Challenging financing conditions and macroeconomic disruptions have ushered in a period of lackluster M&A activity the last few years. Sellers…
Read MorePrivate Equity Now: The Distribution Dilemma
What remains to be seen are the longer-term, structural impacts of the distribution dilemma. We expect that investors who pull…
Read MoreEverything Happens So Much (Last of Three Parts)
Capabilities live within a culture. The right mindset is required to react effectively to disruption. Unfortunately, many organizations lack the…
Read MoreEverything Happens So Much (Part Two)
What are the biggest surprises for investors this year? Our informal polling among top credit managers produced five answers. First,…
Read MoreEverything Happens So Much (Part One)
Experience matters. Leaders with years of navigating through many economic, business and market cycles have learned how to shake the…
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