Uncertainty lingers around tech valuations for private equity investors, but proprietary @MSCI_Inc analysis gives a first real look at how AI disruption has affected private software valuations. Unpack the data: atbain.co/4e8umLU
Bain & Company
16.8K posts
Bain & Company
@BainandCompany
We're a global consultancy that helps the world’s most ambitious change makers define the future.
Joined August 2009
- At the start of 2026, the private equity industry was poised for an upturn that never really took hold. Recovery may be delayed, but there’s still opportunity if you have the right focus: atbain.co/4fx8Pin
- The momentum many private equity firms anticipated has yet to materialize. The firms that pull ahead will focus their efforts on where they can create the most value. Discover where to lean in: atbain.co/4umBeLI
- NEW: May Bain/Dynata Consumer Health Indexes US consumers remain under pressure across income groups. Lower-income data suggests labor markets may be bottoming, but middle- and upper-income trends point to continued downside risk. VP in our Marco Trends Group, @brian_m_stobieNEW RELEASE: MAY BAIN/DYNATA CONSUMER HEALTH INDEXES (CHI). The consumer remains under pressure across income levels. Some lower-income signals are improving, but upper-income weakness is becoming the key downside risk. (1/10)
- The race to control AI infrastructure isn't just about technology. It's about geopolitics, financing and the future of public services. Our white paper with the World Economic Forum introduces a sovereignty spectrum to help economies find the right balance between building at
- The best CIOs don't just run technology, they change the business. Ramesh Razdan, our Global CIO, has just been named a finalist for the MIT Sloan CIO Leadership Award, a recognition that reflects exactly that. Finalists are assessed by a panel of CIOs, industry thought
- Turning disruption into practical solutions. We’ll be on hand at the Milken Institute’s 2026 Global Conference, bringing together leaders across business, finance, tech, and policy to shape a more sustainable and resilient future. Explore the agenda: atbain.co/4n2015Q
- The Khan TED Institute is seizing AI's opportunity to reimagine learning in exciting new ways, and we're proud to be a founding thought partner, helping to shape the curriculum and competency signals. @khanacademy, ETS and TED conferences are building a credential that proves
- Two Bain teams competed at the OpenAI Global Codex Hackathon in San Francisco, with one placing in 3rd out of 40+ competing teams. The broader read: agent-driven development is accelerating, cycle times keep compressing, and human judgment plus autonomous systems is where the
- We're partnering with @GoogleDeepMind to accelerate AI-driven business transformation and help global organizations adopt frontier technology at scale. That means direct collaboration between our strategic expertise and DeepMind's advanced research and a shared focus helping
- Replying to @BainandCompanyApril spending data: Lower- and middle-income U.S. consumers plan to keep spending, increasingly via debt. Upper-income outlook has turned negative, with spending intent trending toward neutral. VP in our Marco Trends Group @brian_m_stobie walks you through the details of ourNEW RELEASE: APRIL BAIN/DYNATA CONSUMER HEALTH INDEXES: Clouds grow darker for the US consumer. Biggest messages: (1/9)
- How do consumers plan to spend, save, and use debt? Our monthly Bain/Dynata Consumer Health Index provides a forward-looking view of consumers’ financial health and near-term behavior. It focuses on what consumers are planning to do next, not just how they feel. It's a data
- With volatility rising, growth takes more than ambition. Winning companies are turning that volatility into opportunity by treating growth like a system. Our survey of more than 1,100 growth leaders unpacks their ambitions, strategies, and what separates those who deliver from
