Private EquityDry Powder
Brookfield Private Equity CEO Anuj Ranjan speaks with Hugh MacArthur about the physical economy tailwinds generated by the global build-out of artificial intelligence, power, and data centers. Ranjan explains how Brookf…
- Brookfield Private Equity CEO Anuj Ranjan argues that public markets still fail to grasp the physical scale of power and grid equipment needed to back AI models. Read →
- Brookfield enforces a strict career advancement rule: every Vice President must complete a mandatory one-year operational assignment inside a portfolio company before consideratio… Read →
- Institutional capital is freezing commitments as sluggish private equity distributions collide with strong public market benchmarks. Read →
Private EquityDry Powder
Brookfield Private Equity CEO Anuj Ranjan joins Hugh MacArthur to discuss why the most significant AI-driven value creation is happening in traditional, under-digitized industrial businesses. Ranjan explains how Brookfi…
- Brookfield PE CEO Anuj Ranjan oversees roughly 1,200 active AI deployments across the firm's global portfolio, generating about $300 million in recurring EBITDA. Read →
- Anuj Ranjan points to Westinghouse as proof that platform scale beats standalone diligence when pricing distressed assets out of Chapter 11. Read →
- Brookfield Private Equity CEO Anuj Ranjan sees private equity valuations shifting away from asset-light software toward physical businesses with defensible infrastructure. Read →
Private EquityDry Powder
NOVA Infrastructure co-founders Allison Kingsley and Chris Beall join host Hugh MacArthur to discuss investing in the underserved lower middle market infrastructure space. They explore how entrepreneurial sourcing, inst…
- Mega-cap capital is pouring into AI data centers, draining dry powder from lower middle market physical infrastructure. Read →
- Bold Ocean operated seven ships within an ultra-scarce market of roughly 94 US-flagged vessels globally, yet lacked a CFO and a revolving line of credit. Read →
- NOVA Infrastructure targets founder-owned real asset businesses, bypassing the crowded mega-cap auctions around digital infrastructure and power. Read →
Private EquityDry Powder
Ares Management Co-President Kipp deVeer sits down with Hugh MacArthur to address negative headlines surrounding the private credit market and evaluate portfolio fundamentals. DeVeer explains how platform scale and indu…
- Ares built a dedicated 150-person private wealth sales team that matches the headcount of its 150-person institutional sales force across the US, Europe, and APAC. Read →
- Private equity sponsors funding billion-dollar buyouts do not run broad syndication processes; they call two or three scaled direct lenders directly. Read →
- Scale functions differently in private debt than in public equities; larger platforms gain direct pricing power, execution certainty, and proprietary market intelligence. Read →
Private EquityDry Powder
Host Hugh MacArthur convenes leading private equity investors from Vista, Hg, Advent, CVC, KKR, and Apollo to evaluate where artificial intelligence is driving real value versus where it remains in experimental stages.…
- David Sambur, co-head of private equity at Apollo, structures AI deployment across three clear tracks: portfolio operations, investment evaluation, and internal firm productivity. Read →
- David Toms, partner at Hg, avoids top-down sponsor mandates by using executive ego and peer collaboration to drive operational improvements across dozens of B2B software assets. Read →
- Advent International tracks more than 80 AI initiatives across 30 North American portfolio companies, spanning early pilots, full rollouts, and commercial products. Read →
Private EquityDry Powder
Advent International Managing Partner John Maldonado joins Bain's Hugh MacArthur to discuss navigating longer holding periods, harder exit markets, and GP-LP alignment. Maldonado explains how Advent uses AI across portf…
- Advent International introduced an AI tool to serve as an active, non-voting observer inside its investment committee meetings. Read →
- Market seams decay rapidly once competitors identify them, forcing buyout firms to abandon playbook repetition in favor of continuous subsector discovery. Read →
- Advent International requires deal teams to interview tier-one strategic acquirers during initial underwriting, testing whether those corporates would buy the finished asset years… Read →