In January 2012, Greg Zuckerman of the Wall Street Journal spoke of the decreasing returns of the PE Industry and the implications of those declines. He spoke about the need for much more intensive portfolio management. However, at the time, he could only use Q3 and Q4 2011 data. Since then, we all know that the activity of the PE industry has fallen off the cliff. The problems have only become more intense and the challenges for portfolio management have only become greater.
I advise all PE managers to read the WSJ article below (Greg writes far better than do I) and to think about how it impacts how they must now manage their portfolios.
We have helped many with generating returns on the top-line and we hope to help many more in the future.
http://online.wsj.com/article/SB10001424052970204331304577142911094483628.html