Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to explain his strategy of transforming legacy incumbents through frontier engineering and a permanent holding company model. He details Sequence's $7.7 billion take-private transaction of Baldwin alongside the Dell Family Office, why conventional consulting and SaaS models fail to deliver radical enterprise AI transformation, and the real-world operational results achieved at BankSouth.
- Sequence Holdings partnered with the Dell Family Office on a $7.7 billion take-private transaction of insurance brokerage Baldwin to overhaul its operations with proprietary AI systems. Read →
- Sequence Holdings partnered with Michael Dell and Dan Batar, head of global direct investing at the Dell Family Office, to complete a $7.7 billion take-private acquisition of insurance broker Baldwin. Read →
- Sequence Holdings reduced BankSouth's consumer loan underwriting turnaround times by 94% within six months of starting work in March. Read →
- Michael Lee and Sequence joined the Dell Family Office to take Baldwin private in a $7.7 billion deal, proving permanent capital can out-execute standard private equity and venture models. Read →
- Sequence Holdings rejects standard private equity fund cadences, targeting exactly one deal per year with no LP pressure to deploy capital. Read →