Key Points About PE in 2024

Just some thoughts in 2024: Value Creation is Key to Success: PE aims to improve companies through strategic changes and operational enhancements, with a clear focus on profitability Operational Expertise: Beyond providing capital, PE firms offer operational insights to help companies improve and grow Revenue Growth Acceleration & GTM Optimization:  Read More >

Book Recommendations

I often get asked at conferences and on podcasts about book recommendations, so I’ve put together a list of books I’ve enjoyed over the past 30+ years. Here’s a selection, in no particular order: Finance & Investing Liar’s Poker by Michael Lewis One Up On Wall Street by Peter Lynch  Read More >

Areas of Commercial & GTM Excellence PE Funds Need

I was at a PE Conference and someone asked me what the GP should look for in hiring a GTM & Revenue Growth / Commercial expert to help create value for their Investment Team and for Portfolio Companies. While on a train for a few hours, I jotted down just  Read More >

PE ROI – Revenue Growth is a Key Value Creation Driver (Revenue > EBITDA > Successful Exit)

This is how Top-Line Growth or Revenue Growth is the primary Value Creation driver for Tech PE portfolio companies. In PE, focusing on increasing revenue and profitable revenue growth initiates a cascade of beneficial downstream effects: – Increasing Revenue and Profitable Revenue Growth (Capital-Efficiently) Initiating with a strategic emphasis on  Read More >

Achieving Great Exits for PE-backed Companies

To achieve favorable exit outcomes, PE portfolio companies typically employ a variety of strategies: Disproportionate Organic Revenue Growth (based on PE Fund’s GTM Expertise & Capital-Efficient Focus): Focusing on driving disproportionate and capital growth via market expansion, new customer acquisition, expansion sales into existing customer base, and product development, to  Read More >

Working in PE

Reflecting on the last several years in PE , I’ve been contemplating what I genuinely like about the job. This is primarily for my personal reflections and to articulate my thoughts more clearly but it genuinely starts with a true privilege and a tremendous responsibility to be in PE. Similarity  Read More >

Supporting Add-On M&A Process in PE

In the role as a PE Operating Partner, your primary responsibilities involve not only helping the Investment Team with diligence in the process of add-on mergers and acquisitions for our anchor portfolio companies, but also ensuring the seamless integration and enhancement of these new additions (ex: GTM  team and process  Read More >