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Here’s the thing: you can run a private equity firm on Outlook and Excel and do just fine. PE isn’t starving for dashboards, copilots, or a 40-tab “deal OS.” PE is starving for better decisions, and no software has ever replaced judgment, pattern recognition, or the ability
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Nothing says “we’re modern” like a 14 point AI strategy slide no one can ship. You know the one. It appears at the end of the board deck, stapled on after the real agenda, right between “Talent” and “Other”. A handful of buzzwords, a diagram with arrows, and a
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Private Equity Recruiting Machine Roars Back After Six-Month Pause U.S. private equity on-cycle recruiting restarted after a long pause, with megafunds back to running compressed interview processes for future associate classes. The break didn’t cool demand, it just produced more seasoned candidates and reinforced how competitive
Deals
GI Partners Agrees to Acquire Netwatch GI Partners announced this week that it has agreed to acquire Netwatch, the AI-enabled security monitoring business. Netwatch sells into retail, logistics, and commercial real estate—places where theft, liability, and insurance premiums make “doing nothing” the expensive option. This is private equity
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Every portfolio has someone proudly fixing the CRM. Clean fields. Perfect notes. Mandatory dropdowns. A new stage called “Attempted contact”. Meanwhile the actual business is happening in the call queue. And the call queue is losing. Invoca found 27% of calls to home services businesses go unanswered. That’s not
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Companies don’t fail because they lack ideas. They fail because they outsource thinking. And nothing signals that faster than appointing a Chief Innovation Officer. When you create a role whose job is “innovation,” what you’re really saying is: • Everyone else can keep doing things the old way. • Innovation
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Most don’t survive the first 12 months. Let that sink in. A recent-ish study of large U.S. buyouts found that 71% of companies hired a new CEO under PE ownership. (Source: Gompers, Kaplan & Mukharlyamov “The Market for CEOs: Evidence from Private Equity,” 2022/2023) And PE
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Not the awkward tail end you quietly ignore, the default operating model for managers who can’t raise, can’t exit, but can still invoice. Trilantic just took a very public blood transfusion: Blackstone and Neuberger putting at least $600m into a deeply discounted continuation vehicle. Call it “liquidity”. It’
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Eir Partners Closes $1 Billion Fund Focused on Healthcare Technology Miami-based Eir Partners closed its third fund at $1 billion, blowing past its $800 million target in just a few months. The raise reinforces a clear LP preference: specialist healthcare investors with repeatable playbooks still get paid attention, even
Deals
Veritas Capital Buys Majority Stake in Global Healthcare ExchangeVeritas Capital is acquiring a majority stake in Global Healthcare Exchange (GHX), the healthcare supply-chain software platform used by hospitals and suppliers across the U.S. GHX sits in the unglamorous but essential plumbing of healthcare, where scale and data matter
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Every firm now appears to be stockpiling operators the way children collected Pokémon cards. Operating Partners, Senior Advisors, Venture Partners, EIRs—hand out a title, add them to a slide, declare victory. LPs love the imagery. It signals “capability.” It looks sophisticated. It gives the impression of a tightly coordinated
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The layer of people whose primary function is aggregating information, writing summaries, building decks, and “managing up” is about to feel the shift first. Not because AI is more insightful than they are, but because it’s cheaper, faster, and doesn’t need three pre-meetings to prepare for the