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The Eight-Year Hold: Private Equity's $4 Trillion Backlog Is Now an Operating Problem
The deal was underwritten for five years. The company is still here in year eight. Almost nobody planned for the difference.
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Every PE conference is the same conversation in a different hotel.
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PE is full of buyers pretending to be builders.
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Reference calls kill deals more quietly than diligence ever will.
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The home services arbitrage is still alive.
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"Proprietary deal flow" often means the banker started with you for a reason.
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Five firms. Five strategies. One trillion-dollar identity crisis.
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PE says it wants operators. The incentives say otherwise.
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What Is an Operating Partner in Private Equity? The Operator's Guide (2026)
What the role actually is when the slide deck hits the portfolio company: definition, deal-stage duties, the five flavours, pay, and where the role is heading.
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Continuation Fund vs Traditional Exit: When Private Equity Holds Instead of Sells (2026)
A continuation fund lets a PE firm sell an asset to itself instead of to a third party. How it compares to a traditional exit, when each is the honest choice, and the operator's tells for which one you are really in.
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The Best Private Equity Newsletters in 2026
A categorised, honest guide to the best private equity newsletters in 2026, grouped by role: daily deal flow, institutional trade reads, operator-focused newsletters, and commentary.
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The PE-Backed CFO Tenure Squeeze: Why 2.5 Years Is the New Normal in 2026
The average tenure of a Chief Financial Officer at a private-equity-backed company in 2026 is 2.5 years. That is roughly half the 5.6-year average for public-company CFOs, and it means a typical portfolio company runs through two CFOs during a 5-year hold period.