Bain & Company

7 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 5, 2025 by Michael Sidgmore · said 72 times in 29 episodes since 2017 · across every show →

Mentions by year

brought up most by Hugh MacArthur (12), Ted Seides (10), John Connaughton (8), Erik Serrano Berntsen (7), Dan Tannenbaum (5), Stan Miranda (3), Michael Sidgmore (3), Mark Baumgartner (2)

tap a year for its mentions
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0482017201820192020202120222023202420252026episodes it came up in
0044882017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 25 mentions in 4 episodes 6 per episode
2024 17 mentions in 8 episodes 2 per episode
2023 7 mentions in 4 episodes 2 per episode
2022 4 mentions in 4 episodes 1 per episode
2021 13 mentions in 4 episodes 3 per episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode
2018 2 mentions in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Bain & Company, oldest first

May 5, 2025 neutral
Assertion Supported
Most UHNW investors cannot name three alternative asset providers
“I'll call out a Bain survey from twenty-twenty-two. Bain and company asked 418 ultra high net worth individuals. Name three firms that come to mind when you think of alternative assets and who are the providers. First answer, the biggest answer in the bubble c…”
Michael Sidgmore May 5, 2025 ▶ 40:05 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Jun 23, 2025
Assertion Supported
MacArthur: Ultra-wealthy investors cannot name a single respected private asset manager
“We run surveys every single year of ultra high net worth individuals, and we ask them, can you name three respected private asset managers for us? And the number one answer every single year is I don't know.”
Hugh MacArthur Jun 23, 2025 ▶ 55:44 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Jun 23, 2025 bearish
Assertion Supported
MacArthur: Private equity distributions to LPs fell to 11% of NAV in 2024
“Last year, the distribution to the private equity LPs as a percentage of their net asset value was 11%.”
Hugh MacArthur Jun 23, 2025 ▶ 38:15 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Jun 23, 2025
Assertion Not checkable as stated
MacArthur: Bain evaluates 4,000 to 5,000 PE investment opportunities annually
“When you add that all up, it's probably four to 5000 different investment opportunities every single year that we look at.”
Hugh MacArthur Jun 23, 2025 ▶ 17:23 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Jun 23, 2025
Assertion Supported
MacArthur: The average PE general partner manages twice as many companies today
“What we know is that the average GP has twice as many businesses in their portfolio than they had 10 years ago.”
Hugh MacArthur Jun 23, 2025 ▶ 46:54 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Jun 23, 2025
Assertion Supported
MacArthur: Average PE transaction size has grown from $100M to $1B
“Back in the day, when we started this business, the average transaction size was a hundred million dollars total enterprise value. And so we thought no company was ever going to be big enough to hire Bain once they were a portfolio company, because they were s…”
Hugh MacArthur Jun 23, 2025 ▶ 12:28 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Jun 23, 2025 neutral
Assertion Supported
MacArthur: Buyout returns over the past 14 years saw zero margin improvement
“If you look at the last 14 years of realized returns, Roughly speaking, 50% of the returns of buyouts have been due to revenue growth. 50% has been due to multiple expansion, largely owing to the low interest rate structure that we were talking about, and zero…”
Hugh MacArthur Jun 23, 2025 ▶ 49:02 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
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