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Strategy

AI Strategy for Private Equity Tech Portfolios

The AI arms race is reshaping technology portfolios through capital reallocation, leaner operating models, and more selective M&A. Private equity sponsors need a clearer AI strategy now if they want to protect value and improve exit quality.

Multiple crude oil barrels
Strategy

Navigating M&A in a High Energy Cost Environment

Leveraged free cash flow has historically provided the primary engine for Private Equity buy-and-build strategies, fueling middle-market consolidation across IT, Healthcare, and Logistics. However, the recent geopolitical conflict between the U.S., Israel, and Iran has caused U.S. oil prices to spike by 35.63% (from $67.02 to $90.90 per barrel) for the week ending March 6th,

Upward-trending 3D bar charts and global connectivity nodes
Strategy

Transformative M&A Strategy 2026: The Infrequent Acquirer’s Playbook

The Bain & Company Global M&A Report 2026 highlights a remarkable rebound in the market. Deal value surged 40% to $4.9 trillion in 2025. However, a critical risk factor has emerged. In fact, 59% of megadeals (valued at over $5 billion) were executed by infrequent acquirers. M&A is no longer a periodic occurrence for these

Disney acquisition of Fox illustration with streaming platforms highlighted.
Strategy

Why Disney Bought 21st Century Fox (In Plain English)

Disney needed more content and control to win in streaming. Buying Fox gave Disney the scale, the library, and the direct-to-consumer power to compete with Netflix and tech giants. Series Navigation Start here: Disney × 21st Century Fox deal hub Why Disney had to buy Fox How the deal actually got done What changed after