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AI didn't fire those people. The board did. AI just gave them a press release.
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Private equity is very good at escalation. Less good at knowing when escalation has become the problem.
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The most expensive mistake in PE is a management team that performs confidence.
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Private equity diligence may actually work better if it was in a roast format.
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Ugly deals often look ridiculous right before they look inevitable.
The polite name for cost cutting in 2026 is “AI restructuring.”
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AI operating partner: the PE role being invented in real time
The AI operating partner is the senior PE hire who owns AI-driven value creation across the portfolio, from workflow automation in portcos to fund-level capability build to the new operator skill mix that comes with both. The textbook version is shorter than the role. The textbook version is: a partner-level
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Five questions every LP should be asking their managers in 2026
Six 2026 outlook reports have landed in the past sixty days. Bain. McKinsey. PwC. EY. BDO. S&P Global. The reports differ on emphasis but agree on the substance. Exit timelines are extending. Fund finance is leaning harder on subscription lines, NAV facilities, and continuation vehicles. Fee compression is
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The operating partner bench problem PE doesn't talk about
KPMG published its 2026 private equity leadership survey last month. The headline finding got picked up everywhere: 18% of senior leaders at PE firms are operating partners, not deal team. That number was 5-7% as recently as 2019. The asset class has invested heavily in operating capability over five years,
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The First-90 Diagnostic: a sponsor-side framework for evaluating a new PE-backed CEO
Every PE-backed CEO inherits the same first 90 days. A signed deal. A new sponsor. A team that did not choose them. A value creation plan written by people who do not have to execute it. And a clock that started ticking before they got the keys. McKinsey calls this
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