Bain

“The $7B Bain vs. Carlyle contest for Wealth Enhancement Group signals that PE firms view RIAs as a critical strategic asset — not just a financial one.”

“Bain...took wealth-technology provider Envestnet private for $4.6 billion in 2024.”

“Bain owns about 29% of wealth management firm Carson Group.”

“Private equity investors are using AI-generated replicas of software products to test whether takeover targets have a defensible edge, with Bain consultants 'vibecoding' hundreds of rough prototypes to gauge how easily a company's product could be copied or reshaped by AI.”