AI: Your Army of Consultants or Scale's New Advantage?
Forget generic AI hype. This episode dissects whether AI levels the playing field for small firms or creates a winner-takes-all scenario for giants.
Private Equity in 2026: Why “12 is the new five” | Bain & Company | Fund Shack Ep. 89
With Ross Butler is the founder, policy adviser, consultant · Sunday, July 5, 2026
This episode delves into Bain & Company's 2026 Private Equity report, revealing that firms now need 12% EBITDA growth to match past returns, a phenomenon dubbed "12 is the new five." The discussion explores how value is created, with a surprising finding that margin expansion has contributed almost nothing to returns. It also examines the transformative role of AI in private equity and outlines key components of a world-class value creation plan.