Private equity (PE) is entering a hyper-competitive new era. While headline deal values are surging, the real story is a "K-shaped" recovery, with megadeals and top-tier performers leading the charge.
In this episode of Spotlight On, Nicholas Barton is joined by Bain’s Emilio Domingo, Chief Commercial Officer EMEA Private Equity, to break down their latest report and what it means for the European market.
The headlines point to a PE recovery, but the underlying data show a market growing more selective. Emilio explains what this means for fundraising and exits, and the shift from leverage-based returns to the new era of bold value creation.
Emilio also unpacks the "12 is the new five" EBITDA standard, the rise of continuation vehicles, and how AI is delivering real-world ROI within portfolio companies. We also provide a roadmap for executives entering the PE space, focusing on sponsor selection and the "strategy on a page" test.
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