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Most PE sourcing advantages are just well-dressed middlemen.
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Allbirds is a very modern corporate tragedy.
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We'd been celebrating the sound of water entering a bucket full of holes.
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The Luxury for Men rollup is the least sexy good idea in consumer right now. Which is exactly why it’s a good idea.
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A lot of PE firms already raised their last fund.
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Everyone says they want to be “data driven”.
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Private equity’s old playbook did not break. It expired.
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Most Value Creation Plans are just lists of hopes with formatting.
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Most “strategy” is just avoiding the awkward conversation about distribution.
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Every PE portfolio company is now expected to have an AI strategy.
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