Now that I have drawn a line in the sand around the superiority of housing industry specific Operating Partners alongside the deal teams who focus on those sectors, I need to examine the reasons why I arrive at this conclusion.  I’ll start at the macro level, and progress down with more granularity as we dive […]

I ran my first Operating Partner search in 2006 for TPG. We wanted an executive who would come in and contribute across the firm’s Technology related deals. Back then, I really didn’t know what an Operating Partner role was all about, but the folks at TPG sure did. I’m grateful to have been in that situation so […]

While there was a period in 2020 that gave us all a “pregnant pause” I think the market has spoken as to whether 2021 can “deliver” the returns we’ve all become accustomed to in PE. What a wild ride it’s been for the last 18 months.  In so many ways, January 1, 2021 felt like […]

It’s mid-day on December 31st and I’m spending some time looking in the rearview mirror. In 2019, it’s safe to say that one distinct recruiting trend that held momentum revolved around the importance of Go-to-Market expertise inside Private Equity Portfolio Operations teams. As I check my Twitter feed and see a post from CNBC exclaiming […]

Maybe the Game of Thrones references have all been played out (perhaps I should instead be quoting the Roy family from my newest obsession, HBO’s “Succession” series). Nonetheless, the messaging I’m getting from some very smart corners of the distressed investing landscape is that we’re in the late innings of the bull market run up… […]