Bain Capital

In a recent episode of The Future of Healthcare AI, we speak with Muthu Alagappan, MD, Founder and CEO of @CounselHealth, about the company’s AI-powered, messaging-based approach to care navigation and access. Muthu brings the perspective of both a physician and technologist to one of healthcare’s most persistent challenges. As demand for care continues to grow, clinical supply remains constrained. Counsel is building around that mismatch with a model designed to multiply clinical capacity, support physicians through an AI-enabled clinician cockpit, and create a more accessible front door to healthcare. The conversation also raises a broader question about the future of care delivery. If patients increasingly expect healthcare to be continuous, personalized, and available on their phones, how should the system adapt? Listen to the full conversation here: bit.ly/4wfJ8I0

Global shipping, naval defense, and industrial power generation are converging on a set of technologies that most people rarely think about. Marine engines and turbomachinery move the world's goods, defend its coastlines, and increasingly keep its data centers running. The companies that make and service them sit at the center of each of those stories. Recently, Bain Capital agreed to acquire Everllence from @VWGroup. With approximately €5 billion in revenues, 16,000 employees, and operations spanning Europe, Asia, and the Americas, Everllence holds leading market positions across 2-stroke marine engines, 4-stroke power and naval applications, and turbomachinery, supported by one of the largest independent aftermarket service networks in the sector. We will work alongside Everllence's management team and Volkswagen to invest in the business, its people, and its long-term presence in the communities where it operates across Europe. Learn more here: bit.ly/4v6m2Ts

Marc Touboul recently spoke on a panel at the @FT ABS Conference in Barcelona, discussing the CLO manager perspective on the European CLO market and how disciplined execution matters across different market environments. The conversation explored how managers are balancing relative value, structural protections and active portfolio management as the market continues to evolve. For investors, the focus remains on understanding where risk is being taken, how portfolios are positioned, and whether managers have the flexibility to respond as conditions change. #financialtimes #conferencepanel

Recently, Chris Gordon joined @BloombergTV for a conversation with Dani Burger about the current private equity landscape and what it takes to create value today. As last cycle’s macro-driven tailwinds become less reliable, executing together to drive transformation at scale has once again become the clearest driver of lasting impact. That tenet has been central to our approach for more than 40 years. And now, we are also actively thinking about AI as an accelerator to our experienced operating professionals and specialists, allowing us to support companies with greater speed, insight, and precision. Thank you to Dani Burger, Sandra Saad and the Bloomberg Deals team for the conversation. bloom.bg/4p4oVCH #privateequity #transformation

Sustainability at Bain Capital is about creating value and impact. Recently, the Private Equity team in Europe brought together CEOs and senior leaders from across our portfolio in Milan for our annual Sustainability Community Conference. Two days of sessions explored decarbonization, the energy transition, and the growing role of AI in driving value for clients. The program included a site visit to Valeo Foods Balconi, keynote speeches from Ronald Kers, CEO of Valeo Foods Group, and Paolo Bergamo, CEO of @OverIT_FSM, external speakers and company workshops. Convening company leadership in this way to share insight, create alliances, and solve for operational issues together reflects how we think about sustainability as an active part of our investment model.

In aerospace and defense, rising supply chain complexity is increasing the importance of technical expertise and reliable execution at scale. That is what we see in @FDHAero. Recently, we partnered with FDH to support its next phase of growth as the company continues building a trusted global platform serving aerospace and defense customers across a range of essential products. We believe FDH is well positioned to keep expanding its capabilities and global reach as those demands continue to grow. Learn more: bit.ly/3SNcEq0

In a recent conversation with @IREI_Inc, Martha Kelley discussed why asset management sits at the center of our Real Estate team's approach. We invest where we see strong secular demand drivers, but just as importantly, where we believe operational expertise can create a meaningful advantage. As Martha notes, this cycle is increasingly being defined by operational excellence, not financial engineering. Listen to the full conversation here: bit.ly/43FhtEj

Across Europe's major cities, the structural case for residential housing is strengthening. In the June issue of @PEREonline, Ali Haroon and Rafael Coste Campos explain how the firm approached flex living in Spain. The strategy was built on local operator partnerships, a clear read on supply and demand, and hands-on execution from development through to exit. That produced a 4,000-unit BREEAM Outstanding platform. Now, the same dynamics that made Spain compelling are showing up across other European cities. Constrained supply, affordability pressure and institutions rotating into residential are all pointing in the same direction. Read more here: bit.ly/4xDzgJK

The mid-life segment of the corporate aircraft market has remained underdeveloped relative to commercial aviation, and dedicated asset-backed solutions have been hard to come by. To address this gap, we recently launched JB Aircraft Finance LLC alongside Brickell Asset Management, LLC, a platform built to provide flexible, institutional-grade financing solutions to the highly specialized and growing mid-life corporate aircraft market. By pairing Brickell’s established operational infrastructure with our Special Situations team’s 20+ years of aviation investment experience, we have assembled a team uniquely equipped to scale with discipline and deliver the speed and certainty this market requires. #SpecialSituations

Practical decarbonization is about execution. At Bain Capital, we are focused on supporting practical pathways to decarbonization across our portfolio. In Italy, Ahlstrom, Fedrigoni Group, and FIS are progressing biomethane adoption as part of their energy transition journeys, helping reduce emissions through solutions that work within existing industrial operations. Through agreements signed over the past 12 months, the three companies expect to reduce CO2e emissions by approximately 175,000 tonnes through biomethane use in Italy. #Sustainability #Decarbonization

Roughly 0.1% of the world has access to truly concierge-level healthcare. Aashima Gupta’s question is whether technology can fundamentally change that equation. In a recent episode of The Future of Healthcare AI, we speak with Aashima Gupta, Global Director of Healthcare Strategy and Solutions at @googlecloud. Aashima describes a healthcare system moving away from static, one-size-fits-all experiences toward adaptive, agentic models of care that can better support both patients and clinicians. But in her view, the hard part is no longer building the models. It is diffusion. Getting these tools safely, reliably, and responsibly into the hands of every nurse, clinician, and patient is a very different challenge from developing the technology itself. Listen to the full episode here: bit.ly/44erzMy

Asia-Pacific has a $60 trillion credit market, but only 5 percent of global private credit fundraising is directed there today. That gap is closing. In a recent issue of @News_PDI, Andrew Schantz sets out why the opportunity set in Asia-Pacific direct lending continues to grow and why markets like Korea and Japan are now reaching an inflection point similar to what Australia and India went through a decade ago. Read more: bit.ly/4uICzfQ

Trade promotion is one of the largest and least optimised cost lines in consumer goods. Managing it well, across hundreds of retailers, brands and markets, requires software that can handle genuine complexity at scale. That was XTEL's starting point when we carved the business out of Kantar. Over the following years, it grew into a platform trusted by more than 400 global brands to plan and manage over €350 billion in annual trade spend. @OakleyCapInv will support the next phase of XTEL's growth. Learn more: bit.ly/4xq4mnY

We are proud to expand our open-air retail platform with the acquisition of a five-asset portfolio alongside our partners at 11North Partners. With nearly $1B invested across 18 assets to date, we continue to focus on necessity-based retail in high-growth markets with strong fundamentals. Our collaboration with 11North reflects a differentiated approach, combining our Real Estate team’s data-driven underwriting capabilities with a dedicated operating partner to enhance asset performance and drive value across markets. Congrats to our Real Estate team and partners at 11North on this milestone. Learn more: bwnews.pr/3SLiIiO #BainCapitalRealEstate

On a recent episode of @BloombergTV’s The Close, Angelo Rufino joined Katie Greifeld to discuss how parts of the market are opening up in new ways, particularly where capital needs are becoming more tailored and execution matters more over time. Angelo explored this dynamic through recent cornerstone deals including our partnerships with @warnermusic and Deploy Company with @OpenAI. With Deploy Company, an opportunity shaped by both our Special Situations and Private Equity teams, the discussion focused on how enterprise AI is moving into implementation and what that means for businesses looking to deploy these tools at scale. That broader shift continues to shape how our team thinks about where we can drive significant lasting value. #AI

The recent close of Asia Fund VI marks an important milestone for our private equity platform in the region. With $10.5 billion in total capital, the fund reflects the strength of an Asia business built over 20 years through deep local presence, sector expertise, and the ability to invest through complexity as part of a fully integrated global firm. Since then, our team has built a differentiated model in Japan, India, China, Australia, and Korea by working closely with management teams and helping businesses navigate moments of growth, transformation, and strategic change. That approach combines on-the-ground leadership with the broader capabilities of our global platform, allowing us to bring operational depth, sector knowledge, and long-term partnership to complex situations across the region. We’re grateful for the support of our investors and proud of our Asia Private Equity team for building a platform defined by local insight, operational depth, and enduring partnership. We look forward to continuing to invest across the region in the years ahead. bit.ly/4o7hESc

Shaped by operational depth, differentiated insight, flexible capital, and the practical application of AI across the investment lifecycle, private markets are entering a new phase of transformation. At this year's @SuperReturn International, Cecile Belaman, James Stevens, Michael Ewald, Angelo Rufino, and Stuart Gent will discuss how these forces are influencing private markets, from what defines the next generation of outperformers to how AI is being applied across diligence, technology, monitoring and value creation. We look forward to connecting with investors, companies, and industry peers throughout the week. #SuperReturnInternational #PrivateEquity

Southeast Asia is on track to capture roughly half of all new data centre capacity growth across Asia excluding China over the next five years, a sign of just how central the region has become to global digital infrastructure. At the @Mingtiandi Singapore Forum, Drew Chen shared his perspective on what is driving that momentum. Demand is being shaped by accelerating local digital consumption and capacity requirements being redirected from increasingly constrained US markets in his view. Hyperscaler expansion across AI workloads is amplifying that further, raising the bar for what infrastructure platforms need to deliver. Singapore is till the region's central node, Drew noted, but the opportunity is broader. Markets including Johor, Kuala Lumpur, Bangkok, and Jakarta are emerging as interconnected growth corridors, and precisely the markets where our portfolio company Bridge Data Centres is focused. Looking ahead, he sees technical depth to deliver AI-ready infrastructure at scale as the differentiators that will matter most, as well as execution capability and access to capital. Our investment in Bridges reflects that conviction.

In a recent episode of The Future of Healthcare AI, we speak with Andrew Toy, CEO of @CloverHealth, a Medicare Advantage insurer serving over 150,000 members that is rethinking what it means to be an AI-native payer. His argument is straightforward: you can change outcomes without waiting for new science by identifying disease early enough and treating it with existing therapeutics. Andrew also makes a compelling case for why holding the risk changes everything. When a payer is genuinely accountable for outcomes, the incentive to keep people healthier longer stops being philosophical and starts being structural. Listen to the full conversation on our Healthcare site: bit.ly/4unh3xn #HealthcareAI

We are pleased to share that we have invested in The Deployment Company, a new enterprise #AI deployment and services business created in partnership with @OpenAI, alongside a group of global investors including @tpg, @adventintl, @Brookfield, and many others. The Deployment Company is built to accelerate agentic adoption, moving organizations past the pilot stage and into lasting performance gains. By combining OpenAI's technology, customer relationships, and technical talent with implementation expertise, the OpenAI Deployment Company is designed to help enterprises realize the full value of frontier AI. For Bain Capital, this investment deepens something we have been building across our platform for years. We are already working inside portfolio companies to embed AI in ways that amplify the great work those businesses are already doing. The Deployment Company accelerates that effort. Learn more: bit.ly/4wTL3TO