Insights

How Private Equity Firms Generate Returns

How private equity firms generate ROI over time. This post explores three primary value drivers in LBOs.

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How AI Can Improve the Investing Process

This post will explore how AI will change the day-to-day process of private equity investing. It wraps up a three-part series that began with How to Invest in AI and continued with How AI is Changing Business.

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How AI Is Changing Businesses

What artificial intelligence means for private equity portfolio companies. How should private equity firms react to AI?

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How to Invest in Artificial Intelligence

AI is changing the world in meaningful ways. As investors, we need to think about how to incorporate it into our portfolios.

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Private Equity in a Recession

A tsunami of money has been flooding into private equity. I find this interesting because we seem to be in the late stage of the business cycle, with a significant macroeconomic slowdown (if not an actual recession) coming soon. It raises the question: Is the PE world facing a historic opportunity or a historic threat?

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