Publications

  • 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

  • Talking to Activists: How to Deal With a Pushy Challenger

    July 11, 2016 | Mergers & Acquisitions | National Association of Corporate Directors | Media mention

    The best way to deal with activists is to get into and ahead of their thinking. In Agitators and Reformers: How to Respond to Activist Investors, Bain Partners Josh Hinkel, Henrik Poppe, Martin Toner and Chuck Whitten lay out seven categories that activist investors focus on.

  • Talking to Activists: How to Deal With a Pushy Challenger

    July 11, 2016 | Mergers & Acquisitions | National Association of Corporate Directors | Media mention

    The best way to deal with activists is to get into and ahead of their thinking. In Agitators and Reformers: How to Respond to Activist Investors, Bain Partners Josh Hinkel, Henrik Poppe, Martin Toner and Chuck Whitten lay out seven categories that activist investors focus on.

  • TransCanada, Columbia combine in volatile market

    March 18, 2016 | Oil & Gas | Fuel Fix | Media mention

    TransCanada's deal to acquire Columbia Pipeline Group comes as many of the largest pipeline companies are hungry to buy their competitors but wary of commitment in a quickly shifting market. According to Riccardo Bertocco, a partner with Bain & Company who has been forecasting a wave of midstream

  • The Virtue of Activist Bank Shareholders

    March 11, 2016 | American Banker | Media mention

    In this video, Bain Partner Josh Hinkel discusses how activist investors can typically improve a company's stock performance — and can produce "dramatic, excess returns" when they have specific demands.

  • Want to avoid a proxy battle? Get to know your shareholders

    March 01, 2016 | Financial Services | American Banker | Media mention

    In this video, Bain Partner Josh Hinkel discusses how establishing an active dialogue with major shareholders can help banks get ahead of activist campaigns.