Private equity's SaaS turnaround playbook will become significantly harder and less profitable going forward.
“I think target selectivity will be really important here, which means that it won't be nearly as big or as easy a business as it was in the last decade and a half.”
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Our resolution criterion
disputableObservable: PE fund returns on SaaS acquisitions declining materially vs. historical benchmarks over next 3-5 years.
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