Insight
The Regional Banking Earnings Paradox
Q4 2025: Record Profits, Rising Risks, and the Race Nobody Is Talking About The Quarter That Should Worry You
Learn MoreQ4 2025: Record Profits, Rising Risks, and the Race Nobody Is Talking About The Quarter That Should Worry You
Learn MorePrivate equity entered 2025 with a familiar set of expectations: meaningful rate relief, a broad rebound in deal
Learn MoreExcess inventory exists not because strategy is unclear, but because trade-offs are fragmented. A planner adds buffer to protect service. A plant batches to
Learn MoreMatt Wilson shares perspectives with Supply Chain Management Review on how rising capital costs are intensifying the need
Learn MoreJohn Rodgers, Jim Kane, and Jenny Halim highlight the importance of minimizing disruption and maximizing retained value when divesting entangled assets in this Insurance Thought Leadership article.
Learn MoreFrom Pilot to Scale: Building the GenAI-Ready Organization
While GenAI today is in the public eye, early forms of AI have influenced the workplace for decades. AI appeared in the 1950s, with more practical applications emerging thirty years later. With advances in machine learning and natural language processing, AI’s role expanded. Most remember when GenAI took center stage in late 2022, with ChatGPT capturing the world’s attention. According to OpenAI, more than one million people signed up in just five days.
Learn MorePierre Buhler and Andrew Jones discuss the future state of the commercial real estate market in this ABF Journal article.
Learn MoreGrowth Equity Today: Adapting Buyout Playbooks to Accelerate Performance
Growth equity firms today face extraordinary market characteristics. Hold periods have extended, many investments are ‘upside down,’ and fund IRRs, on average, have turned negative. Additionally, capital costs have increased, and raising capital has grown increasingly difficult.
Learn MoreThe commercial real estate market is experiencing significant challenges, including rising build costs, declining demand for space, and increased refinancing risks, creating a complex landscape for investors and lenders. Pierre Buhler and Andrew Jones discuss the significant challenges currently facing the global commercial real estate market in this Scotsman Guide article.
Learn MoreAs interest rates remain historically high, Rajeev Aggarwal and Pierre Buhler share a cost-cutting playbook for banks in this ABFJournal article.
Learn MoreIn life insurance and annuities, the promise has always been unwavering stability and resilience. Insurance companies have adapted to the times by being measured and purposeful, living their commitment to providing long-term security. The last decade challenged this paradigm, having introduced a relentless wave of innovation, including contactless underwriting, consumer demand for digital-centric interactions, the office impact of the COVID-19 pandemic, the entry of private equity, and rapid fluctuations in interest rates, with the looming threat of declining asset values already requiring another round of new investment strategies, product revisions, and balance sheet optimizations.
Learn More2023 was a difficult market in many ways. Acquisitions and dollars invested along with exits and IPOs were down while capital under management continued to accumulate. As a result, the world for financial sponsors grew much more competitive, causing them to focus on building distinctive, proven competitive advantages – in raising capital, in finding deals, in exiting, and of course, in fundamental value creation.
Learn MoreBeyond personnel overages, banks are pressed to get their costs well under control for the foreseeable future. The second article in our two-part series looking at the top risks facing banks focuses on the ever more demanding regulatory and compliance requirements, increased need for human and financial resources, and commercial and personal defaults/default risks to avoid.
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