This slide outlines various strategies for investing in private equity and private debt, showing how they align with different stages of a company's life cycle. It highlights venture, growth, buyout, and distressed debt strategies.

Compares the landscape of public and private equity in the U.S. through metrics like number of companies, IPO trends, and sector weightings. Highlights growing influence of private equity in sectors like tech and differences vs. public markets.

The slide compares public and private equity valuation trends, noting that private equity tends to lag public markets by up to a year. With public equity valuations rebounding, private equity is expected to follow. The visual argument is that private equity remains attractive and is likely to reconverge with public equity performance soon.

Shows the increasing opportunities in private equity compared to public markets, highlighting a trend of companies staying private longer for various advantages.

This slide compares the U.S. public and private equity markets, highlighting trends in private equity value, small cap market capitalization, and sector weights. It is intended to provide insights into the relative performance and sector distribution of these equity markets.

The slide focuses on growing private equity deployment and thematic investments in sectors like CX, BPM, and Digital. It showcases how sector consolidation and focus on specialized capabilities like automation and analytics have increased deal momentum, with more exits and large deals occurring in 2022.

The slide focuses on U.S. private equity investments and exits, presenting sector-specific investment data and types of exits to offer a comprehensive market overview.

It analyzes U.S. private equity investments, breaking down the data by investment size and type to provide insights into the distribution and trends within the market.

It provides an analysis of U.S. private equity valuations, highlighting purchase price multiples for LBOs and financial performance of middle market private companies.

This slide analyzes the trends in private equity valuations, indicating a decline in valuations and potential for attractive entry points in the market.

The slide shows declining valuations in private equity, suggesting improved entry points for investments, and expecting a clearer pattern of lower valuations as volumes recover.

Explores PE/VC investment trends, focusing on alternative proteins and mobility as key investment themes.

Comparison of rolling stock financing in Western Europe shows a rise in private financing by 9 percentage points between 2011–13 and 2013–15. Private investment rose while public declined. Countries like UK and France drove this shift.

Analyzes private versus public financing in European rail, showing that private funds account for 20% of volume and 35% of projects, especially relevant for locomotives and wagons.

Highlighting the resilience of deal values amidst a decrease in deal activity, this slide suggests a dynamic investment landscape with a focus on high-profile investments.

This slide examines the digital economy's investment landscape, emphasizing the increase in deal values and activities over recent years.

An analytical view on private funding trends in the Indonesian market, showing deal counts and values, which would interest investors and financial analysts evaluating market dynamics and investment risks.

The content depicts the investment funding trends in Thailand, highlighting the return to typical levels after a substantial increase in the second half of 2022. It is useful for investors and financial analysts to assess the funding environment's normalcy and plan future investments in nascent sectors like travel, transport & food, digital media, e-commerce, and digital financial services (DFS).

Analysis of private hospitals' financial performance during and after the pandemic, forecasting a significant rebound by 2026.

Comparison of survey responses from public and private hospitals, showing differences in regional representation and hospital sizes.

Highlights the U.S. leadership in quantum investment (~$7.5B total), private sector activity, and number of quantum start-ups. Lists policies, company milestones, and research hubs. Indicates strong momentum in ecosystem development and commercialization.

The slide highlights how adding a 30% allocation to private assets in a 60/40 portfolio can enhance growth potential. It shows comparative returns, risks, and Sharpe ratios, along with illustrative private asset allocations.

Demonstrates how private investments like private equity and direct lending can enhance portfolio returns relative to risk, compared to traditional asset classes.

Highlights Western Europe’s private rail financing landscape, with country-specific breakdowns showing the UK and Germany as leading contributors.

The slide highlights how growing private label share (from 27.7% to 33.3%) can improve EBITDA margins by 0.0 to +0.2pp due to lower COGS and value-focused strategies. Stable OPEX assumptions also support margin gains.

Highlights that increasing private label share to 15% can add up to 0.5% EBITDA. Presents assumptions including discount rates and margin improvement. Emphasizes cost efficiency and quality improvements.

The slide illustrates a 3.8 percentage point growth in private label share in EU-11 groceries, driven by both discounters and supermarkets. It implies consumer shifts towards more affordable private label products in inflationary times.

Case study comparing Mercadona and Albert Heijn’s private label strategies. Mercadona derives 75% of sales from four brands; Albert Heijn has diversified PL offerings tailored to consumer needs.

Shows the percentage of consumers switching to lower-cost brands by category and highlights the share selecting private-label brands. Key insight: majority prefer private-label options in response to price increases across categories.

The slide discusses the significant growth in private market investing among hedge fund managers, driven by investor sentiment and the quest for yield, with many managers planning to increase exposure to this asset class.

The slide explains what private markets are, the types of private market asset classes, and provides a visual representation of the decline in US publicly traded companies, illustrating the growing importance of private markets.

The slide presents historical income data for private markets, showcasing base fees, performance fees, and other income in relation to the closing private markets EUM. It's designed to provide a financial performance overview over multiple fiscal years, with a clear delineation of different income sources against assets under management.

Highlights reasons to invest in private markets, including expanding investment universe, capturing illiquidity premium, and avoiding panic selling during downturns.

Compares strategic compound return expectations, demonstrating that private markets are projected to offer higher returns than public markets across various asset classes.

Examines the smoothing effect in reported returns for private markets, applying an unsmoothing multiplier to reveal the actual return volatility compared to reported data.

The slide emphasizes how digital assets with solid fundamentals still command premium valuations in private markets despite corrections. It contrasts public vs private valuations and provides a framework for understanding valuation drivers like revenue growth, EBITDA margin, and differentiation.

Discusses how private equity managers create value through different strategies over time, illustrated with a bar chart showing return sources through decades.

Discusses how the importance of access to private vehicles has changed among different demographics post-crisis.

Surveys the openness of individuals to use private vehicles for non-traditional purposes post-crisis.

Discusses the trend of privatization in K-12 education across major markets and its growth between 2015 and 2019.

The slide showcases UEFA’s increased prize fund for Women's EURO 2025 (€41m), reflecting a 156% increase from 2022. It discusses the intent to elevate the professional game, ensure financial sustainability, and drive player development through enhanced investment.

Presents ~$1.1B in P&R sales divided into bracing and recovery sciences. Highlights Enovis’s #1 global position in bracing and rehab, and emphasizes brand strength and technological differentiation across therapy modalities.

Evaluates the portfolio average probability of default for stage 2 assets, noting variances in risk levels among retail and wholesale exposures and analyzing the implications for different financial products.

Shows detailed breakdown of YoY procedure growth by category (OUS, U.S. general surgery, others) and charts the long-term increase in procedure volume.

This slide highlights the recovery in procedure volumes post-COVID-19, with a detailed analysis of elective procedures across various regions and years.

Tracks the annual increase in surgical procedures using da Vinci systems, with projected growth rates for 2024 and 2025 broken down by type of procedure.

This slide identifies the common strengths among leading companies in the process automation sector, highlighting key areas such as innovation, technology, product offerings, and market positions. It also discusses the role of process automation in addressing megatrends and the increasing demand for connected, software-enabled products in the global market.

Describes the structured process used by J.P. Morgan for managing growth portfolios, from generating investment ideas to fundamental analysis and constructing the portfolio.

Describes the feedback and process improvement cycles within a business context. Useful for understanding organizational dynamics and improving customer service efficiency.

This slide provides an overview of the processing methods for biofuels, detailing each stage from harvesting and collection to final biofuel consumption, emphasizing the importance of conditioning, pretreatment, and conversion processes.

Explores the roles of regional and global process owners within shared services, focusing on their impact on efficiency and effectiveness. This slide is suitable for discussions on structuring governance to enhance organizational processes.

Highlights the evolution in the reinvention of business processes by applying new technologies and working methods. It's useful for analyzing and planning functional improvements and technology adoption in different organizational areas.

This slide examines the impact of process standardization and technology changes on moving to shared services, including timing and methods of implementation.

Provides an overview of the Kearney Procurement Academy, its training modules, and online learning pathways for skills development.

Aerostructure-related procurement is the most disrupted category, with 95% of companies affected. Disruptions are driven by material shortages (e.g., steel, titanium), long lead times, and quality issues. By contrast, interiors experience far fewer disruptions. The chart compares severity of supply chain disruption across categories like engines, systems, and miscellaneous.

Illustrates how AI and GenAI can revolutionize procurement by improving value, efficiency, and sustainability. Compares traditional procurement structures with AI-enhanced models that double value creation. Highlights key enablers and foundational data systems needed.

Envisions the future of procurement technology as a decentralized ecosystem driven by AI, highlighting integration of various tech platforms.

Assesses internal effectiveness of client's procurement function through the AEP framework, covering various performance metrics.

This slide shows how AI and GenAI can automate up to 75% of procurement tasks, enhancing speed and freeing up resources. It details each procurement step, indicating automation levels and providing specific use case examples of automation and GenAI support to double process speed.

This slide describes EY OpsChain 4.0 and its Network Procurement module, detailing the procurement process and explaining the benefits of starting with procurement in deploying the Baseline Protocol.

Analyzes the evolving landscape in procurement, emphasizing automation, consumerization, and the impact of disruptive technologies.

Discusses procurement value drivers, noting less use of closer collaboration with suppliers. Highlights the focus on tactical levers to achieve procurement strategies, and measures forming part of the balance scorecard, such as OPEX savings and supplier performance.

Discusses key procurement levers, such as commercial procurement applications, supplier management, and category strategies.

Highlights potential annual cost savings through various procurement optimization strategies, with detailed cost breakdowns.

The slide discusses evolving military procurement strategies, with emphasis on interoperability, bundled services, and local sourcing. The bar chart shows widespread recognition of changes across regions. Insights suggest that national security priorities are reshaping how defense contracts are structured and delivered.

This slide outlines 8 major areas in procurement where Generative AI can create value—ranging from spend intelligence to supplier performance and stakeholder communication—mapped under procurement functions like P2P and sourcing.

Highlights that 73% of procurement leaders believe they have executive support, though this is a decrease from the previous year. Discusses the role of procurement in strategic decision-making and approaches to understanding stakeholder requirements.

Outlines A.T. Kearney's market-leading approaches in procurement, including strategic sourcing innovations and comprehensive procurement assessments.

This slide analyzes the procurement strategies of hospitals, emphasizing the trend towards selecting preferred suppliers for specific procedures or products.

Illustrates a comprehensive flowchart of the procurement process, detailing stages from strategic planning to compliance management.

Provides a comprehensive view of the procurement process, showing the sequence and tools involved from the initial product need to final payment, highlighting integration with technology for efficiency.

Discusses procurement risk levels and macroeconomic risks, providing insights into the challenges and strategies for procurement leaders.

Analyzes procurement risk levels and significant market risks, offering insights into how these are managed.

Analyzes the proportion of services procurement spending in different sectors, showing higher spend in industries like insurance and financial services compared to sectors like construction or consumer products.

It outlines the evolving skills needed for procurement success, emphasizing digital transformation, strategic alliances, and advanced analytics.

It outlines the evolving skills needed for procurement success, emphasizing digital transformation, strategic alliances, and advanced analytics.

Summarizes procurement focus on innovation and value, highlighting key capabilities for high performance in procurement.

Discusses the importance of supplier collaboration for innovation, noting a decrease in its usage. Highlights varying industry performances in savings and business partnering, with a scatter plot to visualize the data.

Discusses the impact and benefits of adopting sustainable procurement practices in companies.

Explains the complexity and interconnectedness of modern procurement value chains with detailed breakdowns of each element.

Discusses procurement alignment with business priorities, emphasizing transparency and collaboration for delivering value.

Explores procurement strategies over the next 12 months, focusing on consolidation, cost reduction, and collaboration.

Outlines the challenges and inefficiencies in the procure-to-pay process within finance, emphasizing the risk of errors and the need for digital overhaul.

The slide reveals global public support for holding plastic producers accountable for pollution. It compares countries’ responses, highlighting strong agreement in Peru, Uganda, and Colombia. Global support is at 73%.

Provides a comparative analysis of Nestlé's product offerings by price segmentation, illustrating potential areas for value enhancement and premium product strategies. Ideal for discussing pricing strategies and market differentiation.

Explains the new holistic product design framework adopted since 2019, highlighting improvements in sustainability and nutritional content.

Maps GenAI use cases to stages of product development, showing progression from early drafts to highly tailored specs based on data insights. Tracks impact levels across waves, indicating which use cases have the greatest strategic benefit over time.

Illustrates performance differences by product category. Powertrain and Interior lag in margins, while Exterior and Tire suppliers see attractive growth. Discusses cost pressures, innovation demands, and shifting market dynamics like EV adoption.

Differentiates performance between product and process-focused suppliers. Product innovators lead in profitability due to differentiation and IP, while process specialists face fragmentation and pricing pressure.

Details future strategies for product innovation, with a forward-looking perspective. Suitable for strategic forecasting and planning meetings.

The slide analyzes global truck and bus production trends, showing a modest increase in Europe and strong growth in Eastern Europe and South America. China shows a decline. CAGR from 2018–2022E is highlighted by region.

Highlights top levers in production efficiency, such as continuous improvement, optimization of production planning, and control.

Focuses on the production phase of satellite equipment, detailing the major contributors to environmental impact such as metals in electronics and the significant mass of cables.

This slide maps growth in vehicle production by country and OEM group. Winners include Mexico and Geely, while the U.S. and Canada declined. It highlights global shifts in automotive output.

Describes the comprehensive approach for grouping similar equipment into families to streamline data collection for infrastructure production, emphasizing material and lifetime considerations.

Emphasizes that car production in the US is unprofitable for major OEMs, especially for sedans, driving the shift to Mexico where margins are more sustainable.

This slide explores expectations for AI in assisting with tasks such as research, content creation, and scheduling. Workers see AI as highly beneficial, though actual usage remains significantly lower.

This slide evaluates how AI is perceived to affect personal productivity in the near future. A majority across countries believe it will reduce the time needed to get tasks done. Indonesia, China, and Mexico rank highest in positive sentiment.

Discusses how companies intend to invest or distribute profits gained from increased productivity, including reserves and acquisitions.

This slide sets up the productivity analysis section, connecting gender equality progress to economic output across OECD and G7 nations. It introduces the methodology and aims to correlate women’s workforce participation with GDP per hour worked. UK’s lagging productivity is noted, setting context for subsequent findings.