Publications

  • The dragons take off

    April 05, 2018 | Airlines & Transportation | The Economist | Media mention

    The number of Chinese tourists travelling by flight abroad has rocketed in the past decade, from 41 million a year to over 130 million a year. As a result, many Chinese airline carriers are gobbling market share, says Dave Emerson, a partner with Bain & Company.

  • Where Electric Vehicles Reign Supreme

    March 22, 2018 | Automotive | US News | Media mention

    Drivers in Denmark, Finland, Iceland, Sweden and – chief among them – Norway have become the world leaders in buying electric vehicles. "It's just cheaper to own an electric vehicle, and as a result you have seen demand rocket for electric vehicles," says Mark Gottfredson, a partner with Bain &

  • Kelner’s Take: The Public-Private Energy Venture’s Marriage of Convenience

    February 09, 2018 | Private Equity | WSJ Pro | Media mention

    For investment managers, joint ventures are “an opportunity to deploy capital in big chunks,” said Ethan Phillips, a partner with Bain & Company. In some cases, joint ventures with public oil-and-gas companies also give firms exposure to seasoned management teams and businesses with established

  • Chinese investment in US crude pipeline could be 'new model' for energy exports

    November 06, 2017 | Industrial Goods & Services | S&P Global | Media mention

    A deal between a foreign oil and gas company and U.S.-based private equity is unusual. Beyond this, according to Whit Keuer, a partner with Bain & Company, the integrated value chain makes the prospective China deal particularly competitive.

  • U.S. oil pipeline rivals look to consolidate West Texas projects

    October 13, 2017 | Oil & Gas | Reuters | Media mention

    Rather than compete for the same customers, the pipeline firms are seeking to cut deals to ensure they can guarantee the energy supplies to fill the lines. "There is a lot of money chasing the opportunity right now," said Whit Keuer, a partner with Bain & Company.

  • Three trends could trip up oil and gas pipeline companies. Here's how to trade them

    August 23, 2017 | Oil & Gas | CNBC | Media mention

    Pipeline and energy infrastructure companies face operational challenges in the coming years even as U.S. crude oil drilling recovers and a natural gas export boom gets underway, says Bain & Company in a new report.

  • Reviving Midwest Express: $100 million and a good cookie recipe

    August 19, 2017 | Airlines & Transportation | USA Today | Media mention

    Bringing back Midwest Express, the beloved local airline, as two Wisconsin businessmen are proposing, will be extremely difficult. “Nothing is impossible, but it would certainly be an uphill climb," said Dave Emerson, a partner with Bain & Company and leader of the firm's global airline practice.

  • U.S. cable companies' wireless entry paves way for 'quad' play

    June 30, 2017 | Telecommunications | Reuters | Media mention

    Markets where quad-play has taken off have all had either an incumbent that was losing share or an aggressive new challenger that won customers through significant discounting. In the United States, that disruptor could soon be a cable company. "We're really at an inflection point now," said Mark

  • Private Equity in Mexico Feels Chill of Trump’s Tough Nafta Stance

    January 03, 2017 | Private Equity | WSJ Pro | Media mention

    Fears Mexico’s economy will suffer if the president-elect carries out his vow to review—and potentially revoke—the North American Free Trade Agreement have started to cloud the outlook for local private-equity firms. “The main worry is fundraising." said Pino del Sesto, a partner with Bain &

  • Private Equity in Mexico Feels Chill of Trump’s Tough Nafta Stance

    January 03, 2017 | Private Equity | WSJ Pro | Media mention

    Fears Mexico’s economy will suffer if the president-elect carries out his vow to review—and potentially revoke—the North American Free Trade Agreement have started to cloud the outlook for local private-equity firms. “The main worry is fundraising." said Pino del Sesto, a partner with Bain &