Exit Strategies w/ Thoma Bravo’s Holden Spaht
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.
May 07, 2024•12 min•Ep. 98
Dry Powder: The Private Equity Podcast
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.
Episodes
When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht
We ask one of Thoma Bravo’s leading enterprise software investors why 2023 could be a “significantly better” year for deal making.
Apr 30, 2024•23 min•Ep. 97
Data-Driven Impact Investing w/ Bridgespan’s William Foster
Private equity firms are developing measures of success that go far beyond carbon footprints.
Apr 22, 2024•17 min•Ep. 96
Macro Update: Calm, but Not Stable
We ask Bain’s leading macro expert about the “last mile” of rate cuts in the US, and whether Europe has miles to go.
Apr 04, 2024•20 min•Ep. 95
Bain & Company’s 2024 Global Private Equity Report: Executive Summary
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 .
Mar 11, 2024•19 min•Ep. 94
The Key to Persistent Performance w/ TPG’s Jim Coulter
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.
Feb 22, 2024•21 min•Ep. 93
Breaking the Tablets w/ TPG’s Jim Coulter
A pioneering investor talks to us about challenging the industry’s conventions.
Feb 15, 2024•28 min•Ep. 92
The Evolution of the Secondaries Market: From Crisis to Opportunity
Tom Callahan, CEO of NASDAQ Private Market, argues that today’s liquidity crisis could mark a turning point for secondaries markets.
Jan 23, 2024•17 min•Ep. 91
The Rise of the Secondaries Market: From Backwater to Boomtown
Nigel Dawn, senior managing director at Evercore, explains how GPs and LPs are discovering new tools and techniques to finance deals.
Jan 16, 2024•25 min•Ep. 90
Inside the Modern Investor Relations Team
We asked two of Bain’s leading experts on commercial excellence to take us to the cutting edge of investor relations.
Jan 09, 2024•19 min•Ep. 89
Macro Update: The Flip Side of Inflation
As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation?
Dec 19, 2023•22 min•Ep. 88
A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma
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 means that they are optimizing for things that are not entirely evident to just the casual observer,” Ashby says. In this episode of Dry Powder , I ask A...
Dec 07, 2023•19 min•Ep. 87
Back to the Future w/ Vista’s Robert F. Smith
In part two of our interview series, we explore Vista’s approach to AI and how it connects to the company’s founding story.
Nov 21, 2023•17 min•Ep. 86
Defying the Down Market w/ Vista’s Robert F. Smith
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 .
Nov 14, 2023•25 min•Ep. 85
Fine-Tune Your Fund-Raising Game
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.
Oct 26, 2023•17 min•Ep. 84
Level Up Your Fund-Raising Game
As competition for capital intensifies, a one-size-fits-all approach to institutional investors will no longer suffice.
Oct 19, 2023•14 min•Ep. 83
One Small Step for Private Equity, One Giant Leap for Philanthropy
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.
Oct 06, 2023•16 min•Ep. 82
Macro Update: I'm From the Government and I'm Here to Invest
In part two of our macro series, we explore the risks and rewards of public-private partnerships.
Sep 21, 2023•15 min•Ep. 81
Macro Update: Are We Out of the Woods Yet?
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 .
Sep 14, 2023•17 min•Ep. 80
How to Recruit and Retain a Team of All-Stars w/ Bain Capital’s Stephen Pagliuca
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 .
Aug 31, 2023•16 min•Ep. 79
Upward and Onward In an Uncertain Environment w/ Bain Capital’s Stephen Pagliuca
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 .
Aug 24, 2023•20 min•Ep. 78
Dual Sector Expertise w/ Welsh, Carson, Anderson & Stowe
In the second part of our interview series with WCAS, we explore how they “co-cover” the healthcare and tech industries, together.
Aug 15, 2023•10 min•Ep. 77
A Tale of Leadership Transition w/ Welsh, Carson, Anderson & Stowe
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 .
Aug 08, 2023•18 min•Ep. 76
Put Fundraising on the Front Burner
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 here .
Jul 24, 2023•5 min
Bain’s Private Equity Midyear Report 2023: Executive Summary
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 series of posts on LinkedIn, which you can follow here ....
Jul 17, 2023•14 min•Ep. 75
Alone on the Ice: A Conversation with Arctos' Ian Charles
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. “One of the things that you always heard as a kid was if you go out on the frozen lake, make sure you’re not around too many of your friends. It’s a...
Jul 12, 2023•14 min•Ep. 74
In a League of His Own: A Conversation with Arctos' Ian Charles
Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.
Jun 22, 2023•28 min•Ep. 73
Dry Powder: Live from SuperReturn
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.
Jun 08, 2023•29 min•Ep. 72
Preparing for a Post-Dollar Era
We asked Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.
Jun 01, 2023•13 min•Ep. 71
Macro Update: A Strange Brew
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.
May 25, 2023•18 min•Ep. 70
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