
The Cinema Industry’s Pricing Paradox: Lee McCabe on Structural Decline vs. Premiumization
In a recent LinkedIn post, Lee McCabe analyzes the US cinema industry’s strategy of raising prices amidst declining attendance, arguing that this approach ma…

In a recent LinkedIn post, Lee McCabe analyzes the US cinema industry’s strategy of raising prices amidst declining attendance, arguing that this approach ma…

In a recent LinkedIn post, Lee McCabe critiques the private equity industry’s tendency to present an idealized version of itself at conferences, contrasting …

In a recent LinkedIn post, Lee McCabe argues that General Partners (GPs) in private equity must pay attention to discounts in the secondary market, as they r…

In a recent LinkedIn post, Lee McCabe of Claymore Partners critiques the influx of AI platform pitches, arguing that vendors often lack a deep understanding …

In a recent LinkedIn post, Lee McCabe critically examines the private equity model, questioning the value proposition of management fees amidst extended comp…

In a recent LinkedIn post, Lee McCabe discusses the prevalence and implications of the term ‘JAMBOG’ (Just Another Middle Market Buyout Group) within the pri…

In a recent LinkedIn post, Lee McCabe argues that the true value in facilities management and similar service businesses lies in owning and analyzing operati…

Lee McCabe argues in a recent LinkedIn post that the high turnover rate of CEOs in private equity-backed firms stems from flawed selection processes and conf…

In a recent LinkedIn post, Lee McCabe argues that private equity deal teams often fall victim to ‘model addiction,’ confusing the precision of financial spre…

In a recent LinkedIn post, Lee McCabe critiques typical fundraising decks used in private equity, arguing they often present an embellished narrative that di…