Bain Capital, every mention
71 scenes, the whole family · ← back to Bain Capital
tap a year for its mentions
every year anyone Ted Seides 120John Connaughton 20Colin Campbell 10Jeff Glass 6Michael Rees 3Hugh MacArthur 3Dan Rasmussen 3Wylie Fernyhough 2Steve Moseley 2Stan Miranda 2
Verbatim, from the transcripts: the passages where Bain Capital comes up
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 9:19 Hugh MacArthur Against that backdrop, a few of us began to notice that Bain & Company had also formed a private equity firm in the 19 eighties called Bain Capital that had been doing pretty well. 3 times in the scene
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 46:58 Michael Sidgmore Lincoln recently partnered with Bain and Partners Group, these really strategic partnerships.
Training Grounds: Wellington Management – Jean Hynes (EP.423)
- ▶ 4:25 Ted Seides Today's show is our third in the Training Grounds mini-series, calling Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders.
Jeff Glass - Home Equity Investment at Hometap (EP.418)
- ▶ 1:12 Ted Seides Jeff started the business eight years ago after a series of successes as an entrepreneur, followed by seven years investing at Bain Capital Ventures.
- ▶ 9:22 Jeff Glass And being capital ventures was an early investor in that business. 2 times in the scene
- ▶ 10:26 Jeff Glass So I may be the first person in the history of the world who actually viewed joining Bain Capital as an opportunity to work a little bit less because that place is an amazing place with super smart, hardworking, incredibly disciplined…
- ▶ 14:45 Jeff Glass So I left Bain Capital to help turn around one of our portfolio companies. 3 times in the scene
- ▶ 22:44 unnamed speaker So I've been a huge beneficiary over many decades now of equity capital and also a purveyor of equity capital when I was an investor at Bain Capital.
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
- ▶ 6:10 Ted Seides John Connaughton from Bain Capital on the GP side, and LPs like Raf Arndt from the Australia Future Fund, Chris Aylman from CalSTRS, and Mario Giannini from Hamilton Lane all have sung their praise for the book.
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 4:49 Ted Seides Bain Capital is one of the world's largest private alternative investment firms. 6 times in the scene
- ▶ 5:23 Ted Seides My guest to discuss this training ground is John Connaughton, the co-managing partner and global head of Bain Capital Private Equity.
- ▶ 7:06 Ted Seides Well, it's been 40 years Bain Capital, and I'd love to have you take me back from the very beginning, the initial thought of launching the business.
- ▶ 20:21 Ted Seides Walk me through what's happened with the scale and scope of Bain Capital. 6 times in the scene
- ▶ 25:15 John Connaughton And today, I'm very excited about that group of folks underneath me who have been, frankly, at the firm now for 20 plus years, but they will be the future of Bain Capital 10 years from now.
- ▶ 31:50 Ted Seides What have you seen as some of the internal debate about whether or not to take being capital public? 6 times in the scene
- ▶ 34:25 John Connaughton Understand that collaboration is the core to Bain Capital's distinctive advantage, and when we get together as a vertical, or if we get together as a capital markets team, or we get together in a business unit across geographies, I think… 3 times in the scene
- ▶ 36:03 Ted Seides So alongside that need to be able to work collaboratively, run a team, how would you describe the investment DNA of paying capital? 10 times in the scene
- ▶ 38:03 Ted Seides As you look back, what were some of those most challenging times and the most important things that happened for the firm to get through it? 10 times in the scene
- ▶ 42:27 Ted Seides In the early years, the bank capital model, that consulting-driven operational improvement may have been one of the few important players doing it, and now you have a lot of everything. 4 times in the scene
- ▶ 44:58 Ted Seides How have you thought about continuing to perpetuate the strength that you've had at Bain Capital into another generation of leaders? 3 times in the scene
- ▶ 47:11 Ted Seides As you look out over the next five, 10, or 40 years of being capital, what do you see as where the business and the industry heads? 2 times in the scene
- ▶ 53:06 Ted Seides As you've looked back and celebrating 40 years of Bain Capital, how have you thought about what the legacy is of this business?
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
- ▶ 4:47 Ted Seides It's Bain Capital and KKR's Take Private of Hospital Corporation of America in 2006. 5 times in the scene
- ▶ 6:38 Ted Seides Well, this is going to be a fun one to go back in time, and maybe we should start with what was being capital like, and what was the environment for deals like leading up to the HCA purchase? 5 times in the scene
- ▶ 18:12 Chris Gordon It was Bain Capital, KKR, Merrill Lynch, and the Frist family speaking for the equity, but then we also needed to figure out how do we fill out north of twenty billion dollars worth of debt that was going to need to be underwritten for…
- ▶ 45:10 Chris Gordon And when we've looked at the public equity performance of our Bain Capital IPOs relative to the overall market index, we outperform pretty dramatically.
- ▶ 48:16 Ted Seides What's the impact of this deal on your career, on Bain, and on the industry?
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 9:12 Stan Miranda I knew the European private equity world cold, so it was the Premieres and CBCs and BC Partners, but also Blackstone and Bain Capital.
- ▶ 40:26 Stan Miranda The private equity owner can be a more value added owner than a huge Apollo Blackstone, even Bank Capital today and CBC.
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 33:48 Eric Resnick If you are at Blackstone and you're looking at a large multi-billion dollar deal, my guess is they could predict that KKR or Apollo or Bain or Carlisle are looking at that same deal at some level.
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 5:18 Ted Seides My guest on the third episode of Climate Solutions is Colin Campbell, a partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital's partners in strategies that diversify away from… 2 times in the scene
- ▶ 7:27 Ted Seides Why don't you take me back to what brought you to the seat at Bain? 3 times in the scene
- ▶ 8:53 Ted Seides How did you transition over time from being an investor in Bain Capital, as people think of Bain Capital, to this role that you created some time ago, managing some of the capital for the partners of Bain Capital? 6 times in the scene
- ▶ 10:30 Colin Campbell And it's no surprise if you talk to the partners at a private equity firm, even though Bank Capital had a variety of different businesses at the time, the overwhelming exposure that dominated 2 times in the scene
- ▶ 14:04 Colin Campbell And then supporting that over to the early days of what we did and what we now call our partnership strategies group, it was similar.
- ▶ 45:38 Colin Campbell So, for instance, Bank Capital
- ▶ 49:03 Colin Campbell Our firm is a big believer in being very ESG aware as we do our investing at, at Bain Capital.
- ▶ 55:53 Colin Campbell So that doesn't necessarily need daily oversight in the same way you might, if you were monitoring a public stock, like I did for my first decade at bank capital.
- ▶ 56:59 Colin Campbell We work at bank capital. 2 times in the scene
- ▶ 59:50 Colin Campbell I've been very lucky to have so many terrific partners at, at Bain Capital over 22 years. 2 times in the scene
Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
- ▶ 19:02 Michael Rees Well, I always tell the story about Bain Capital. 3 times in the scene
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
- ▶ 44:59 Pete Stavros Bain, a handful of companies which each control half a million, million employees.
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 54:24 Mario Giannini Like what does Bain know? 2 times in the scene
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 19:01 Marcos Veremis There were some generalist VCs who were leading or starting to lead some of the crypto investments in these funds who had decided to leave and do it on their own, like Alex Pak, for example, at Bain Ventures.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 41:05 unnamed speaker Bain came in, led the seed round.
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 23:03 Ian Charles Names like Qualtrics, Microsoft, TIBCO, Blackstone, Appaloosa, Apollo, Fortress, Aries, Bain, really sophisticated people.
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
- ▶ 7:46 Erik Serrano Berntsen They'd already spun out all these firms investing across asset classes, what became bank capital.
Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)
- ▶ 19:08 Wylie Fernyhough Especially as you get to the later part of your career, look to monetize on some of what you've made, just because whether you go the Bain model, which is more of that private partnership, or you go some of the models of these other firms,… 2 times in the scene
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 5:03 Ted Seides My guest on the second episode of Private Equity Masters is John Connaughton, co-managing partner at Bain Capital, a leading global private investment firm that oversees approximately a hundred and thirty billion dollars in assets. 3 times in the scene
- ▶ 6:03 Ted Seides I guess we should start with a pretty simple question from way back when, which was, what was Bain Capital in 1989 when you joined? 7 times in the scene
- ▶ 9:56 Ted Seides So back then, when you looked at where you wanted to deploy that, I know Bank Capital started as a venture firm. 3 times in the scene
- ▶ 12:55 John Connaughton The way I was introduced to Bain Capital was we were looking at the oil field equipment industry, which 6 times in the scene
- ▶ 15:03 Ted Seides How did that start to take hold at the firm? 6 times in the scene
- ▶ 18:10 John Connaughton I'm a managing partner at Bain Capital, which means I serve my highly ambitious and, and highly needy partnerships, desires for what I should do.
- ▶ 24:20 Ted Seides The unit is a business, and you started at venture and private equity, and as you mentioned, there's credit, there's public investing, there's real estate, real assets. 6 times in the scene
- ▶ 28:14 Ted Seides You mentioned the strong culture of the firm. 6 times in the scene
- ▶ 30:37 John Connaughton We have the saying at Bank Capital, you know, great deals are made, not found, and if you don't feel like you made the deal, then you probably are overpaying for an asset, and what I mean by made is there's an element of it which is… 2 times in the scene
- ▶ 40:18 John Connaughton I mean, I think so worried about it that we actually didn't call those companies or those businesses Bain Capital. 6 times in the scene
- ▶ 41:32 John Connaughton And GSO and paying capital credit, it's pretty well worn path here without a lot of concern.
- ▶ 47:38 Ted Seides Created a fund, I don't know if it's called Partners Capital, that are outside manager investments, and I'm curious when you put the LP hat on, what are some of the lessons you've learned from engaging in those activities that are…
- ▶ 51:03 Ted Seides What do you think holds for you and Bain Capital over the next five, 10, or 32 years? 4 times in the scene
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
- ▶ 41:59 Steve Moseley It was just sold to Bain. 2 times in the scene
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 4:26 Ted Seides He's an outspoken critic of the market's enthusiasm for private equity, resulting from research he conducted in the business while working at Bain Capital.
- ▶ 9:06 Dan Rasmussen Ended up not going back to Bridgewater, going to Bank Capital. 3 times in the scene
- ▶ 10:48 Ted Seides So when you started at Bain-Cap, 3 times in the scene
- ▶ 23:25 Ted Seides So at what point in time in your tenure at Bain did you decide that the empirical data you were seeing almost required you to do something else? 4 times in the scene
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- ▶ 27:14 Matt Whineray Other things like stress credit, we'll use Canyon or Bain because we're not going to be able to have that expertise in house, but some things we will do ourselves, some things we'll do externally.
- ▶ 41:41 Matt Whineray And so what that means is you go to a manager like Bain, and you say, I'd like a European distressed mandate.
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
- ▶ 4:35 Ted Seides Andy currently serves on the fund advisory boards of several well-known private equity and venture capital managers, including Bain Capital, General Catalyst Partners, and Greylock Partners.
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 31:26 Tom Lenehan Bain Capital, you name your favorite, uh, favorite GP, but I could actually invest with them, and Common Fund had a stellar reputation, primarily because their mission was so pure, and the better that they do as investors, the better…