Latest news with #BainAndCompany
Yahoo
5 days ago
- Business
- Yahoo
KKR & Co. Inc. (KKR): A Bull Case Theory
We came across a bullish thesis on KKR & Co. Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on KKRz. KKR & Co. Inc.'s share was trading at $144.97 as of July 22nd. KKR's trailing and forward P/E were 62.49 and 27.78, respectively according to Yahoo Finance. KKR is strategically positioned to benefit from a revival in deal activity, supported by $116 billion in dry powder, strong fundraising momentum, and growing Adjusted Net Income (ANI). The global buyout market holds around 30,000 companies valued at $3.6 trillion, with half held for more than five years, creating pent-up demand for realizations estimated at $1.8 trillion. According to Hugh MacArthur, chairman of Bain & Company's global Private Equity practice, stable macro conditions will trigger a surge in dealmaking. Signs of stabilization appeared in late 2024 and improved into early 2025, though tariff negotiations temporarily slowed momentum. The eventual easing of these disruptions is expected to catalyze realizations and return capital to allocators. KKR, with $664 billion in assets under management and a robust capital deployment record of $101 billion in the last year against $114 billion raised, remains well placed to capitalize on market dislocations. Its dry powder represents 17% of AUM, providing flexibility to invest opportunistically, as demonstrated by its timely acquisition of annuity provider Global Atlantic during the COVID-19 crisis. ANI, a key earnings measure, rose 37% over the past year to $4.4 billion ($4.88 per share), underscoring operational strength and visibility toward management's target of $15.00 per share by 2034. As realizations recover and capital markets reopen, KKR is poised to deploy capital into a more favorable environment, unlocking substantial value for stakeholders. The combination of abundant liquidity, resilient earnings growth, and a supportive market backdrop positions KKR to lead in the next phase of private equity dealmaking. Previously, we covered a on Brookfield Corporation (BN) by 310 Value in April 2025, highlighting its undervaluation versus peers due to structural complexity despite strong perpetual capital and earnings. The stock has appreciated about 30.31% since then as the thesis partially played out. The thesis still stands as valuation remains below intrinsic estimates. Stock Analysis Compilation shares a similar view on KKR, stressing its capital deployment readiness and earnings momentum. KKR & Co. Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 88 hedge fund portfolios held KKRz at the end of the first quarter which was 83 in the previous quarter. While we acknowledge the potential of KKRz as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. KKR & Co. Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 88 hedge fund portfolios held KKRz at the end of the first quarter which was 83 in the Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-07-2025
- Business
- Yahoo
Mintegral Launches Advanced IAP ROAS Optimization to Help Developers Acquire High-Value Users and Boost Revenue
Designed for Growth-Focused Developers, the New IAP ROAS Model Enhances UA Efficiency and Maximizes Revenue Impact SINGAPORE, July 23, 2025--(BUSINESS WIRE)--Mintegral, the leading programmatic advertising platform, today announced the official launch of its In-App Purchase Return on Ad Spend (IAP ROAS) optimization model. This new feature enables mobile app developers to acquire high-value, paying users with greater precision, efficiency, and profitability. Mintegral's IAP ROAS optimization model is designed to help apps across nearly all genres increase their in-app purchase revenue. By setting preset ROAS goals, developers can now pinpoint and attract users most likely to engage with and contribute to their app's profitability, striking a crucial balance between growth scale and long-term sustainability. As ROAS becomes the key metric for marketers, the demand for smarter, outcome-focused tools is increasing. According to EMARKETER, 58% of U.S. advertisers are focused on measuring the effectiveness of ROAS. A recent Bain & Company survey further highlights the importance of innovation, showing that top retailers achieved a 10% to 25% increase in ROAS during the past holiday season by using AI-powered, targeted campaigns. These findings underscore the increasing demand for performance-driven solutions. Mintegral's Target ROAS solutions enable developers to acquire high-value users more effectively, driving sustainable revenue growth. "Our new IAP ROAS optimization model is a game-changer for app developers seeking sustainable growth," said Erick Fang, CEO of Mintegral. "It empowers them with unprecedented control over their profitability, allowing them to acquire high-value users efficiently and confidently. This is another testament to Mintegral's commitment to delivering innovative, AI-powered solutions that directly impact our clients' bottom line." Key benefits of Mintegral's IAP ROAS optimization include the following: Diverse Optimization Goals: Supports optimization for In-App Advertising (IAA), IAP, and hybrid monetization models. Flexible Optimization Windows: Offers Day 0 (within 24 hours of install) and Day 7 (within seven calendar days of install) optimization windows for all Target ROAS models. Efficient Budget Utilization: Leverages Mintegral's oCPI (Optimized Cost Per Install) bidding, which automatically adjusts bids based on predicted traffic value and ROAS goals. AI-Powered Precision: Employs advanced machine learning algorithms to predict user value across multiple dimensions accurately. By integrating IAP ROAS into their campaigns, developers can now accelerate growth, enhance the quality of their user base, and achieve greater control over their app's financial performance. About Mintegral Mintegral is the leading mobile advertising platform dedicated to helping apps grow globally. With access to premium traffic, industry-leading machine learning, and interactive creatives, Mintegral's AppGrowth, Retargeting, and Monetization solutions enable marketers to scale audiences and revenue with ease. Discover more at View source version on Contacts pr@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
23-07-2025
- Business
- Associated Press
Bain & Company announces senior leadership appointments in its Enterprise Technology practice
BOSTON, July 23, 2025 /PRNewswire/ -- Bain & Company today announced senior leadership changes within its global Enterprise Technology (ET) practice, which supports the firm's clients worldwide in delivering accelerated business transformations by leveraging the most advanced technology platforms and solutions. With the rapidly evolving role of AI and fundamental technology innovations fueling tech-driven change across industries, Bain is continuing to see strong growth in client demand for its deep technology expertise. Tech- and AI-enabled revenue already accounts for more than 30% of the firm's business and is expected to reach half of revenues in coming years. The firm's new Enterprise Technology practice leadership team will play a pivotal role in the continuing development of its ET capabilities and its broader tech-related support for clients. Bain announced today that Pascal Gautheron will take over as the global leader of its Enterprise Technology practice, succeeding Stephen Phillips, who has headed the firm's global ET team for the past seven years. Phillips becomes chairman of the ET practice, working directly with Bain's clients and market-facing forums to raise awareness of enterprise technology's full potential. Gautheron takes over the global leadership position having previously served as head of the ET practice in Asia-Pacific (APAC). He brings to his new role more than 27 years of experience in shaping some of the region's largest technology-enabled business transformations, particularly in the banking and financial services sector. Since joining Bain in 2017, Gautheron has supported multiple clients in developing and implementing successful digital and core systems transformations, next-generation technology architectures, agile at scale, and leading-edge AI deployments. Having previously been based in Sydney, Australia, and having begun his career as an engineer in Stuttgart and Paris, and with an MBA from the HEC Paris Business School, Gautheron will return to those roots to lead Bain's ET practice from the firm's Paris office. In further key changes in Bain's regional ET leadership, the firm also announced today that Damian Stephenson replaces Gautheron as regional leader of the ET practice in APAC. Based in Sydney, Stephenson has spent nearly 20 years at Bain (both in APAC and North America). He specializes in supporting clients in all industries to pursue technology modernization and technology-led strategy and transformation. Stephenson is also a leader in the firm's Financial Services and M&A practices. Laurent Hermoye becomes regional leader for ET in Europe, the Middle East, and Africa (EMEA), succeeding Marc van der Vleugel. Brussels-based Hermoye brings two decades' experience in shaping and delivering large-scale digital transformations, particularly in the consumer brands sector. Major business transformations he has led have involved large-scale initiatives enabled by enterprise resource planning (ERP), digital marketing, commerce, and operations enhancements, as well as post-merger integrations and separations. He has also led multiple technology and AI strategies, operating model redesign programs, and cost transformations. Hermoye also serves as chairman of Enterprise Blueprints, a Bain company providing enterprise and solution architecture services. Denver-based partner Will Poindexter continues to serve as regional leader for ET in the Americas (AMER). Chuck Whitten, partner and global head of Bain's digital practices and capabilities, commented: 'With investment in AI and data now a paramount priority for companies across industries, the new Enterprise Technology leadership announced today will further accelerate our work to bring the power of cutting-edge technologies to help our clients solve some of the most complex business challenges. More than just identifying the best means for technology to benefit a business, today companies need to reinvent entire business models and value chains atop their tech infrastructures. Our new ET leaders will enable our clients to lead the field in grasping these critical business challenges.' Whitten added: 'With today's transition, I want to thank Stephen Phillips and recognize the outstanding contribution to Bain that he has made over more than two decades in leadership roles in our Enterprise Technology team. Stephen has been the guiding hand in the rapid growth of the ET practice through those years, in developing the breadth and depth of its capabilities, its expertise, and its people – and in bringing the very best of Bain to deliver industry-leading results for our clients. I'm delighted that, as ET practice chairman, Stephen will be playing a continuing and central role in the world-class work our ET team is bringing to clients around the globe every day.' Bain & Company's global Enterprise Technology practice consists of a team of more than 1,500 multidisciplinary experts including data scientists, architects, software engineers, innovators and designers. Along with nearly two-dozen focused partnerships with some of today's most renowned technology firms, Bain's ET team equips client businesses with market-leading capabilities to power growth and accelerate value creation. Media contacts: Dan Pinkney (Boston) — [email protected] Amanda Folsom (Boston) — [email protected] Gary Duncan (London) — [email protected] Ann Lee (Singapore) — [email protected] About Bain & Company Bain & Company is a global consultancy that helps the world's most ambitious change makers define the future. Across 65 cities in 40 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. We complement our tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and more enduring outcomes. Our 10-year commitment to invest more than $1 billion in pro bono services brings our talent, expertise, and insight to organizations tackling today's urgent challenges in education, racial equity, social justice, economic development, and the environment. We earned a platinum rating from EcoVadis, the leading platform for environmental, social, and ethical performance ratings for global supply chains, putting us in the top 1% of all companies. Since our founding in 1973, we have measured our success by the success of our clients, and we proudly maintain the highest level of client advocacy in the industry. View original content to download multimedia: SOURCE Bain & Company
Zawya
23-07-2025
- Business
- Zawya
Bain & Company announces senior leadership appointments in its Enterprise Technology practice
Middle East — Bain & Company today announced senior leadership changes within its global Enterprise Technology (ET) practice, which supports the firm's clients worldwide in delivering accelerated business transformations by leveraging the most advanced technology platforms and solutions. With the rapidly evolving role of AI and fundamental technology innovations fueling tech-driven change across industries, Bain is continuing to see strong growth in client demand for its deep technology expertise. Tech- and AI-enabled revenue already accounts for more than 30% of the firm's business and is expected to reach half of revenues in coming years. The firm's new Enterprise Technology practice leadership team will play a pivotal role in the continuing development of its ET capabilities and its broader tech-related support for clients. Bain announced today that Pascal Gautheron will take over as the global leader of its Enterprise Technology practice, succeeding Stephen Phillips, who has headed the firm's global ET team for the past seven years. Phillips becomes chairman of the ET practice, working directly with Bain's clients and market-facing forums to raise awareness of enterprise technology's full potential. Gautheron takes over the global leadership position having previously served as head of the ET practice in Asia-Pacific (APAC). He brings to his new role more than 27 years of experience in shaping some of the region's largest technology-enabled business transformations, particularly in the banking and financial services sector. Since joining Bain in 2017, Gautheron has supported multiple clients in developing and implementing successful digital and core systems transformations, next-generation technology architectures, agile at scale, and leading-edge AI deployments. Having previously been based in Sydney, Australia, and having begun his career as an engineer in Stuttgart and Paris, and with an MBA from the HEC Paris Business School, Gautheron will return to those roots to lead Bain's ET practice from the firm's Paris office. In further key changes in Bain's regional ET leadership, the firm also announced today that Damian Stephenson replaces Gautheron as regional leader of the ET practice in APAC. Based in Sydney, Stephenson has spent nearly 20 years at Bain (both in APAC and North America). He specializes in supporting clients in all industries to pursue technology modernization and technology-led strategy and transformation. Stephenson is also a leader in the firm's Financial Services and M&A practices. Laurent Hermoye becomes regional leader for ET in Europe, the Middle East, and Africa (EMEA), succeeding Marc van der Vleugel. Brussels-based Hermoye brings two decades' experience in shaping and delivering large-scale digital transformations, particularly in the consumer brands sector. Major business transformations he has led have involved large-scale initiatives enabled by enterprise resource planning (ERP), digital marketing, commerce, and operations enhancements, as well as post-merger integrations and separations. He has also led multiple technology and AI strategies, operating model redesign programs, and cost transformations. Hermoye also serves as chairman of Enterprise Blueprints, a Bain company providing enterprise and solution architecture services. Denver-based partner Will Poindexter continues to serve as regional leader for ET in the Americas (AMER). Chuck Whitten, partner and global head of Bain's digital practices and capabilities, commented: 'With investment in AI and data now a paramount priority for companies across industries, the new Enterprise Technology leadership announced today will further accelerate our work to bring the power of cutting-edge technologies to help our clients solve some of the most complex business challenges. More than just identifying the best means for technology to benefit a business, today companies need to reinvent entire business models and value chains atop their tech infrastructures. Our new ET leaders will enable our clients to lead the field in grasping these critical business challenges.' Whitten added: 'With today's transition, I want to thank Stephen Phillips and recognize the outstanding contribution to Bain that he has made over more than two decades in leadership roles in our Enterprise Technology team. Stephen has been the guiding hand in the rapid growth of the ET practice through those years, in developing the breadth and depth of its capabilities, its expertise, and its people – and in bringing the very best of Bain to deliver industry-leading results for our clients. I'm delighted that, as ET practice chairman, Stephen will be playing a continuing and central role in the world-class work our ET team are bringing to clients around the globe every day.' Bain & Company's global Enterprise Technology practice consists of a team of more than 1,500 multidisciplinary experts including data scientists, architects, software engineers, innovators and designers. Along with nearly two-dozen focused partnerships with some of today's most renowned technology firms, Bain's ET team equip client businesses with market-leading capabilities to power growth and accelerate value creation. -Ends- Media contacts: Christine Abi Assi – christine@ About Bain & Company Bain & Company is a global consultancy that helps the world's most ambitious change makers define the future. Across 65 cities in 40 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. We complement our tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and more enduring outcomes. Our 10-year commitment to invest more than $1 billion in pro bono services brings our talent, expertise, and insight to organizations tackling today's urgent challenges in education, racial equity, social justice, economic development, and the environment. We earned a platinum rating from EcoVadis, the leading platform for environmental, social, and ethical performance ratings for global supply chains, putting us in the top 1% of all companies. Since our founding in 1973, we have measured our success by the success of our clients, and we proudly maintain the highest level of client advocacy in the industry.
Zawya
18-07-2025
- Business
- Zawya
Bain & Company announces five partner promotions in the Middle East
Bain & Company, a leading global management consulting firm, has announced five leadership appointments in its Middle East offices, with Faisal Sheikh and Joseph Edwin elevated to Senior Partner, and Othmane Boujemaoui, Abdullah Khan, and Khaled Zikry named Partner. Tom de Waele, Managing Partner of Bain & Company Middle East, noted: 'We are proud to welcome Faisal, Joseph, Othmane, Abdullah, and Khaled into their new leadership roles. Each of them embodies the values that define Bain: Bold thinking, deep expertise, and an unwavering commitment to client impact. Their contributions have shaped some of the region's most important transformations. These promotions are a reflection of their exceptional talent and are a testament to our long-term commitment to build-up our leadership in the region.' Faisal Sheikh has been promoted to Senior Partner and is a core member of Bain's EMEA Consumer Products practice. He advises leading multinationals and regional Consumer Product companies on growth strategy, operating model design, and performance acceleration. With over 7 years at Bain, Faisal has led major transformations across the Middle East, Europe, and Asia to unlock step-change value for clients. He supports executive teams on multi-year full potential programs delivering in-year P&L results. He is known for pairing strategic clarity with hands-on execution. He is also helping clients harness AI to power next-level performance, with a focus on practical use-cases. Previously, Faisal was Head of Emerging Markets and member of global leadership team of a listed-Food company. Joseph Edwin has been promoted to Senior Partner and is a core member of Bain's EMEA Financial Services and Enterprise Technology leadership teams. He advises leading financial institutions & financial investors across EMEA and North America on various topics including technology strategy, technology operating model redesign and multi-year technology modernisation and transformation efforts. Joseph specializes in large-scale, technology-enabled transformations and is a globally recognized thought leader on core banking modernisation. With over 25 years of experience gained from working at leading banks and in consulting, across Europe, Middle East, North America and Australia, Joseph brings a practitioner's toolkit and a pragmatic and results-oriented approach to help clients drive digitalisation, boost productivity, and maximise business value impact from technology. Othmane Boujemaoui has been promoted to Partner and is a core member in Bain's Energy & Natural Resources and Sustainability & Responsibility practices. With close to 15 years of experience in industry and consulting across EMEA, Othmane has driven major transformation programs across the energy value chain - spanning oil & gas, utilities, and chemicals. His recent work includes advising leading players in the energy ecosystem on energy transition strategies, energy markets, and operating model redesigns to drive effectiveness and performance improvement. He also co-authored Bain's perspective on voluntary carbon markets in the GCC, helping position the region at the forefront of climate innovation. Abdullah Khan has been promoted to Partner and is a key member of Bain's Advanced Manufacturing & Services practice. He brings over a decade of consulting experience focused on helping organizations navigate complex strategic and investment challenges. Abdullah has deep expertise across the investment ecosystem, advising sovereign wealth funds, private equity firms, and national investment entities on topics including due diligence, investment thesis development, and value creation planning. He has also contributed to national investment agendas, including cross-sector initiatives to unlock the full potential of AI. In addition, he supports clients on corporate strategy, performance improvement, mergers and integrations, and large-scale transformation programs. Khaled Zikry, who has been promoted to Partner, is a key member of Bain's Financial Services practice. He has worked with many of the top FS players in the MENA region, across banking, non-banking financial services, and payments. His work primarily revolves around Mergers and Acquisitions, starting from due-diligence phase passing through merger integrations and ending with post-acquisition value creation programs. His case portfolio includes several of the largest banking mergers in the region over the past decade. About Bain & Company Bain & Company is a global consultancy that helps the world's most ambitious change makers define the future. Across 65 cities in 40 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. We complement our tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and more enduring outcomes. Our 10-year commitment to invest more than $1 billion in pro bono services brings our talent, expertise, and insight to organizations tackling today's urgent challenges in education, racial equity, social justice, economic development, and the environment. We earned a platinum rating from EcoVadis, the leading platform for environmental, social, and ethical performance ratings for global supply chains, putting us in the top 1% of all companies. Since our founding in 1973, we have measured our success by the success of our clients, and we proudly maintain the highest level of client advocacy in the industry.
