Times have been good for private equity since the global financial crisis in 2009 – eight years of steady growth and easy money. However, dealmakers are increasingly nervous at how frothy the markets have become. Full prices and growing financial and geopolitical tensions are increasing risk, even if not yet reflected in valuations.
This month’s InFocus features Humatica’s column in Real Deals magazine looking at preparing portfolio companies for a next Black Swan event.
The Economics of AI Disruption The story of AI is not about tools — it’s about economics. AI collapses interface costs, compresses overhead, and enables…
Read moreFirsthand strategies from portfolio company CEO’s who outperformed in uncertain times Portfolio company leaders are facing bigger challenges than ever before. Unprecedented macro-headwinds from increased…
Read moreWith interest rates at levels not seen in over a decade, the private equity model has entered a new phase—one where operational excellence is no…
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