My last few blog articles have been on the private equity industry, and further digging in recent days led me to the discovery of Dan Rasmussen. He has some excellent insights on private equity and has made a number of useful podcast appearances outlining his thoughts on the subject (available on YouTube), which I have spent the past day or so devouring. They come highly recommend.
His conclusions broadly mirror my own more intuitive conclusions, but he is in possession of more hard facts and data; has first-hand experience working in the industry (at Bain); and was able to put some extra nuance around various issues I was previously lacking. I appreciate his important contributions. I have incorporated many of his insights with my own into this narrative take on where we are, and how we got here, and what the future may hold for the PE/PC industry. I hope you enjoy!