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India’s Labor Arbitrage Strategy

Posted on Monday, Mar 3rd

It has been an interesting few days of being on the receiving end of tremendous hate mail due to my widely syndicated and (looks like) read and discussed Death of Indian Outsourcing article.

Educate LBO: Done

Posted on Friday, Feb 16th

I had speculated in For Profit Education – More LBOs Coming that Educate (EEEE) and Apollo (APOL) were next up, at the heels of Laureate’s (LAUR) acquisition by KKR and associates. I had missed the announcement that Educate’s management has already arranged such a deal to take the owners of Sylvan tutoring services private. Tutoring

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For Profit Education: More LBOs Coming

Posted on Sunday, Feb 4th

Marketwatch reports: The board of Laureate Education (LAUR), a for-profit provider of higher education, has agreed to a $3.1 billion buyout led by founder and Chief Executive Douglas L. Becker and backed by a private equity consortium including Kohlberg Kravis Roberts & Co., Citigroup Private Equity and hedge fund S.A.C. Capital Management LLC. Under the

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