Dominik Asam

More than three decades later, ‘The Time Paradigm’ is as relevant as ever for how companies manage, compete, and grow.​ Companies must be able to course correct quickly and reshape their organizations to meet customers' changing needs. Amid the accelerated adoption of GenAI, companies that apply new technology to improve their ability to respond to these needs will outclass competitors. As we look toward the future of business, companies that adapt to win the competition of time are positioned for lasting success.

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My colleague and the founder of BCG's Center for Mobility Innovation, Nikolaus Lang, joined the “Imagine This...” #podcast, to talk about the end of the era of global #trade and what's next for businesses. Listen to the full conversation with co-hosts Paul Michelman and the conversational AI agent GENE here.

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Interesting report I received today in a newsletter by Bain&Co. If we removed barriers to the Voluntary Carbon Market (VCM) the number of firms having carbon/climate targets would grow by more than 50%, and the participation would more than double. https://lnkd.in/dz9S_752 NB: for any of those who is confused about all this emphasis on the VCM. Most Nature-based Credits are excluded from compliance/mandatory markets (generally for reasons of protectionism), thus relegating them to voluntary markets. The important part of this, which activists and ill-prepared journalists ignore, is that buyers in the VCM have ZERO obligation to offset. They can legally continue doing what they do, without financing carbon emissions avoidance or removals.

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We're excited to share that four of Kearney’s #leaders have been recognized in The Consulting Report’s Top 25 Consumer and Retail Consultants and Leaders of 2024. Congratulations to Charles-Etienne Bost, Rhiannon Thomas, Debashish Mukherjee, and Siddharth Pathak. As consumer preferences for features like personalized experiences, advanced tech, AI, and more drive change and growth within the retail and consumer space, these consultants have efficiently navigated these challenges to reorient businesses and meet consumer demands: https://bit.ly/4b8eohX

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🌟 Unlocking AI Potential with Responsibility 🌟​ Check out BCG’s latest video featuring insights on the critical topic of Responsible AI from our experts @Steve Mills, @Tad Roselund, @Jeanne Bickford, and @Dr. Katharina Hefter. Learn how companies can harness AI’s power while managing risks, the current state of AI readiness, and actionable steps for RAI. Watch now! ​ #AI #ResponsibleAI #Innovation #RiskManagement

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🌟 Unlocking AI Potential with Responsibility 🌟​ Check out BCG’s latest video featuring insights on the critical topic of Responsible AI from our experts @Steve Mills, @Tad Roselund, @Jeanne Bickford, and @Dr. Katharina Hefter. Learn how companies can harness AI’s power while managing risks, the current state of AI readiness, and actionable steps for RAI. Watch now! ​ #AI #ResponsibleAI #Innovation #RiskManagement

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I’d like to introduce you to BCG’s M&A Sentiment Index. This first-of-its-kind index gives you a reliable and quantified look at the M&A market's future over approximately the next six months – the ideal tool for corporations, private equity firms, and investment banks looking to see where the market is heading. By leveraging 15 M&A drivers and AI to analyze executive and investor sentiment, the index offers invaluable insights into market dynamics. Here’s one - the current index value of 78 is below the ten-year average of 100. However, the good news is that the M&A market has already recovered significantly from the low point of 62 in August 2023. Find out more about the current market sentiment on M&A here: https://lnkd.in/giQrRuvt

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Exciting News! BCG has just launched the first-of-its-kind M&A Sentiment Index, a must-have resource for all dealmakers. Whether you are a corporation, in private equity, or investment banking, this index offers a reliable, quantified view of the M&A market's trajectory. With monthly updates, this index uses 15 M&A drivers and advanced AI to deliver a comprehensive sentiment analysis. The index can help you make informed decisions and stay ahead in the game. Good news for dealmakers – our index indicates a stable M&A market in the coming months, If you’re curious to know more, I recommend exploring the current index score and the M&A market’s medium-term trajectory in further detail here: https://on.bcg.com/3W2HXLQ

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Bain & Company’s 2024 Private Equity Midyear Report has arrived. Private equity’s two-year slide in deals, exits, and funds closed slowed in the first half of 2024, but activity remained tentative and momentum scarce. Dive into the full report here: https://atbain.co/4aJfHmo

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Bain's 2024 Private Equity Midyear Report is here. Gain insights into the trends shaping dealmaking, exits, and fund closures amidst the evolving economic landscape: https://atbain.co/4aJfHmo

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BCG’s latest Value Creation Report: Which companies are creating most value for their shareholders?   Even a historic bull market comes with challenges. Once again, BCG is assessing companies on the basis of total shareholder return (#TSR). This year shows the median rising to 12% over the 2019-2023 period, up significantly from 7% over the 2018-2022 period.   Some sectors stand out: 💻 Technology and tech-related companies are in the lead, propelled by excitement around #generativeAI. 🏗️ Several capital-intensive industrial sectors such as mining (ranking 2nd), building materials (3rd) and machinery (4th) also accelerated their TSR performance. 🌍 Recently-lagging industries similarly improved their TSR. This is the case with the #travel and #tourism sector, which faced significant challenges during the pandemic, but rebounded strongly in 2023, alongside industries that rely on consumer spending, such as automotive and consumer durables. 🛳 The #transportation and #logistics sector saw a slight year-on-year increase in TSR (11% vs. 9%).   To maintain investor confidence and TSR momentum, companies must define a clear path to profitable growth. This often requires investing in innovation, including #AI and sustainability, to open new and potentially disruptive avenues for value creation.   Read the report: https://lnkd.in/eK9qfSnJ Hady Farag Jody Foldesy Julien Ghesquieres Gerry Hansell Akshay Kohli Jeff Kotzen Martin L. Alexander Roos James Tucker

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The next era of private capital will look different from the last. Five core capabilities can determine which managers capture strong returns, growth, and profitability in these changing times. Private markets assets under management (AUM) have experienced explosive growth over the past decade, increasing, our analysis shows, from $3.8 trillion1 in 2014 to $13.1 trillion during a period of historically low interest rates and expanding deal volumes, and an increasingly globalized economy. Macroeconomic conditions over the next decade will be quite different. Private markets have entered a slower era of growth, with near-term fundraising challenges. Yet it is our view that private markets’ AUM could triple (again) to over $30 trillion by 2034, supported by new investment needs, new sources of capital, and private capital’s “governance advantage,” which continues to create superior returns for the industry relative to public market comparables. Firms that don’t, at a minimum, triple in size over the next ten years could structurally lose market share, find it increasingly difficult to remain relevant for large capital allocators, and face challenges in attracting and retaining some of the best talent entering the industry. Based on our extensive experience across the private markets ecosystem, serving general partners (GPs), institutional investors, private-wealth intermediaries, and traditional asset managers, we believe firms in the next decade will need to leverage what we call the “five alphas” to outperform. Excelling against two or three alphas while meeting a (high) minimum acceptable standard on the rest can create a path to outsize growth and returns

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My colleagues at BCG kick off our "Future of Process Industries" series, delving into the substantial changes anticipated in process industries over the coming decade. In the series, they examine key themes such as sustainability, geopolitics, trade, demand dynamics, supply shortages, and talent competition that significantly impact these industries. Executives need to gear up for these shifts to seize opportunities and stay ahead.

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I’d like to introduce you to BCG’s M&A Sentiment Index. This first-of-its-kind index gives you a reliable and quantified look at the M&A market's future over approximately the next six months – the ideal tool for corporations, private equity firms, and investment banks looking to see where the market is heading. By leveraging 15 M&A drivers and AI to analyze executive and investor sentiment, the index offers invaluable insights into market dynamics. Here’s one - the current index value of 78 is below the ten-year average of 100. However, the good news is that the M&A market has already recovered significantly from the low point of 62 in August 2023. Find out more about the current market sentiment on M&A here: https://lnkd.in/eBvpexE5

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All tax free now? 👀 No, that is of course not the case. But the Future Financing Act changed a couple rules when dealing with real shares for employees. So there is a chance of benefiting from capital gains tax rather than (only) employment income. Does that mean VSOP is no longer state of the art? Well... read more in the article 👇 .... and reach out in case of any questions ❔ #ESOPasap #EIP #SharePlans #EY #EYGlobalEquity #attracttalent #createvalue #sharesuccess

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I'm excited to share something special with you all – BCG's M&A Sentiment Index! I haven't seen anything that compares to this - truly innovative work by my colleagues Daniel Friedman, Dr. Jens Kengelbach, Dominik Degen, Daniel Kim, and Yiran Wang This index offers a monthly update on the willingness of dealmakers to engage in mergers, acquisitions, and divestitures over the next six months, providing a clear signal of where the market might be heading. We derive the sentiment value by analyzing 15 M&A drivers, such as business confidence, valuation levels, and interest rates, and by using AI to extract the sentiment of executives and investors towards M&A. Curious about the current market sentiment on M&A? Take a look here: [BCG M&A Sentiment Index](https://lnkd.in/gCCDPweS) ---

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📚 Holiday weekend reading: “Plurality.” This philosophical approach applies open technologies to foster diverse collaboration and coordination and solve our societal challenges. Technology can and will bring diverse viewpoints together with the transparent debates needed to come to coordinated solutions. These open technologies today encompass the powerful capabilities in our innovation systems today: open source #AI models, permissionless #blockchain, community #web3tokens, interoperable #metaverses, among the many public goods enabled by emerging technologies. Our social relationships provide the universal values and effective direction for such innovations to impact our world towards positive sum growth. “Plurality” is the central subject of a new book by Microsoft’s internal economist Glen Weyl and Taiwan’s former Minister of Digital Affairs Audrey Tang. That book collects ideas in a donation supported ebook.

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Truly worthwhile read from my M&A colleagues at Bain...headline is that from 2000 to 2010, companies that were frequent acquirers earned 57% higher shareholder returns vs. those that stayed out of the market. Today, that advantage has jumped to 130%. Delve into our latest research to learn what sets apart companies active in M&A for success.

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Thanks for sharing this useful course about Mergers & Acquisitions!

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