Dry Powder: The Private Equity Podcast
Dettagli canale
Dry Powder: The Private Equity Podcast
Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.
Episodi recenti
140 episodi
Bending the Revenue Curve w/ Permira’s Dipan Patel
Permira’s Co-CEO reveals how a sector-embedded, operator-led value creation team drives revenue growth across their portfolio.
Scaling Across the Pond w/ Permira’s Dipan Patel
Permira’s Co-CEO explains how his firm has successfully scaled across Europe and the U.S. in equal measure.
Competitive Advantages and Carve-Outs w/ TPG’s Steve Ellis
In part two of our interview series, we explore how the impact lens can enhance carve-outs — from deal sourcing to execution.
When Impact Investing Reaches Critical Mass w/ TPG’s Steve Ellis
A pioneer in the realm of impact investing explains how The Rise Funds have scaled over the last decade—and why they're hitting “escape velocity.”
Private Equity’s Liquidity Wake-Up Call
On June 23, I joined the Capital Allocators podcast to discuss some of the pressing challenges facing the private equity industry today, with a partic...
Alone on the Ice w/ Arctos' Ian Charles
[This episode originally aired on July 12, 2023] In part two of our conversation with Ian Charles, we reflect on a career of consummate innovation in...
In a League of His Own w/ Arctos' Ian Charles
[This episode originally aired on June 22, 2023] Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports inv...
Is the Classic Buyout Model Still Working?
[This episode originally aired on March 1, 2021] We consider a critical question from Bain & Company's Global Private Equity Report.
Gen AI in Private Equity: Game Changer or Work in Progress?
On April 24, I joined the Spotlight On podcast for a conversation about the future of private equity. Naturally, we talked about the game-changing pr...
Bain’s 2025 Midyear Private Equity Report: Executive Summary
Amid a turbulent year, is the industry poised for more of the same or a sudden turnaround?
Read Bain's 2025 Midyear Private Equity Report here. ...
A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma
[This episode originally aired on December 7, 2023] Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Sta...
Navigating the Evolution of Private Equity: An Interview with Hugh MacArthur
This past December, I joined the M&A Science Podcast for a wide ranging interview about my 30 year career at Bain and the evolution of the private equ...
The Rise and Rise of the Secondary Market w/ Lexington Partners’ Wilson Warren
A 30-year veteran shares why the secondary market’s growth continues to surprise him.
NAV Loans Under the Microscope w/ 17Capital’s Pierre-Antoine de Selancy
We ask a leading provider of NAV loans about the enthusiasm and the skepticism around a growing trend.
Full Speed Ahead w/ Hamilton Lane’s Erik Hirsch
In the second of our two-part series, we ask the Co-CEO of Hamilton Lane how they’re building an analytics engine that can serve both institutional a...
Warp Speed w/ Hamilton Lane’s Erik Hirsch
Hamilton Lane's Co-CEO takes us inside the rapid buildout of private market infrastructure.
Where Infrastructure Deals Are Heading
In part two of our infrastructure series, we take a closer look at which sub-sectors are heating up, and how opportunities across energy and tech are...
Infrastructure’s New Playbook
Infrastructure deals are evolving, and private capital could play a pivotal role in the space.
Dry Powder: Live From NEXUS 2025
Today on Dry Powder, we’re sharing a live recording from this year’s NEXUS conference in Orlando, Florida. My guest is Brian Bernasek, Co-Head of Amer...
Bain & Company’s 2025 Global Private Equity Report: Executive Summary
We cover three overarching themes from this year’s report, including clear evidence of an industry recovery, continuing challenges for GP’s, and strat...
From Startups to Scale-Ups w/ Insight Partners’ Deven Parekh
We asked the managing director of Insight Partners how they invest across venture capital, growth equities and buyouts.
Register for our Global...
Profile of an Industry Innovator w/ TPG’s Jim Coulter
Jim Coulter reflects on the legacy of his co-founder, David Bonderman, while asking whether the industry still makes room for unorthodox investors lik...
The Leaders Strategy w/ GTCR’s Collin Roche
In an industry where management change out rates hover around 50%, GTCR stands out as a remarkable exception.
Macro Update: The Expanding Frontiers of Automation
From strawberry-picking to brick-laying, automation is revolutionizing unexpected corners of the workforce.
Macro Update: Navigating Inflation and Policy Shifts Under a New Administration
With inflation easing and public markets on the rise, the key questions are whether the Federal Reserve has overcorrected and how the new administrati...
Tech Sector Update: Waiting for a Recovery
A few big ticket deals have raised hopes of a rebound, but investors are still wondering when deal activity will return to normal, or what normative w...
Game Changers in Generative AI w/ Hg’s David Toms
In part two of our interview series, we explore how generative AI is prompting a radical reconsideration of how software is priced and deployed at sca...
Early Wins in Generative AI w/ Hg’s David Toms
Hg’s head of research shares some of the more remarkable use cases of generative AI and what they reveal about the future of work.
Where Tech Meets Patient Care
Healthcare IT has the potential to not only make the industry more efficient but also to revolutionize patient care.
Adapting to a Multipolar World w/ Bain Capital’s David Gross
In part two of our interview series, we explore how private equity can continue expanding its global footprint and what it will take to thrive in a mu...
The Cross-Platform Playbook w/ Bain Capital’s David Gross
The co-managing partner of Bain Capital takes us inside of their remarkably diversified portfolio, where venture capital, private equity, real estate,...
A Deep Dive into Private Equity’s Future
Host Hugh MacArthur takes the hot seat in this special episode about the future of private equity.
You can access the original, full-length inte...
The Case for ‘Guarded Optimism’ in the Healthcare Sector
2024 is shaping up to be a surprisingly robust year for private equity deal activity.
Buy-and-Build: Deal Breakers and Deal Makers
[This series originally aired on November 21, 2019] Absent certain market conditions, buyer beware.
The Renewed Urgency of Operational Due Diligence
[This episode originally aired on March 21, 2023] As margins shrink, private equity houses are rediscovering the vital importance of operational due d...
The Take-Private Playbook
A small, but growing cohort of investors are taking mid-sized companies private and driving substantial margin improvements.
Bain’s 2024 Midyear Private Equity Report: Executive Summary
Deals and exits are flat, and fundraising is down, but the real story is the tension beneath the numbers.
For a deeper discussion, join our live...
A Savvier Approach to Sovereign Wealth Funds
Karen Khalaf, one of Bain's leading experts in sovereign wealth funds, explains how a little knowledge can go a long way on the fundraising trail.
Dry Powder: Live from SuperReturn 2024
Jim Strang, chairman of HgCapital Trust, joins us for a wide-ranging conversation about the future of the private equity industry.
If you'd like...
Rethinking Risk w/ Charlesbank’s Michael Choe
We explore a fresh approach to modeling and managing risk.