GTM Alpha: The Last True Edge in PE

Over the past two decades, operational improvements have become a well-trodden path. Many PE firms—especially in the upper middle market—have built internal teams to drive cost takeout, system upgrades, and operational rigor. While still important, this playbook is no longer differentiated. What remains rare, and increasingly valuable, is true go-to-market  Read More >

The Winning PE Value Creation Formula – GTM (Revenue Growth) Improvements + Operational Improvements

PE Winning Formula is both: a) GTM Excellence + b) Operational Discipline To succeed, PE firms must now differentiate through genuine value creation, as they face intense competition, longer holding periods, and high-interest rates that limit leverage. Firms must focus on both GTM improvements and operational improvements within portfolio companies  Read More >

What Top PE Firms Do To Be Successful

Top PE firms that consistently deliver strong returns are disciplined, data-driven, and adaptable, but there is more to sustainable/durable success. Understanding what top investors prioritize can provide a competitive edge. Here are ten key insights that define their approach: 1. Firm Culture, Leadership Alignment, and Decision-Making Cultural fit and leadership  Read More >

PE – Ideas for 2025

A few ideas for 2025 – to become the best in the industry, PE firms & teams have to the following approaches and insights from the sources: Focus on specific expertise and market segments Specialize: Hone in on specific areas like tech & be good at profitable revenue growth (aka  Read More >

10 Strategies for Maximizing Value Creation in PE

10 Strategies for Maximizing Value Creation in Private Equity The private equity industry has increasingly shifted from traditional financial engineering toward operational value creation as a primary driver of returns. Firms that consistently outperform do so by applying structured, repeatable playbooks that improve EBITDA, drive revenue expansion, and enhance operational  Read More >

Navigating Key Issues in PE – What Has Changed in 3 Decades

Private equity has expanded significantly over the past three decades, with fund counts and AUM reaching record levels. As competition increases and financing costs rise, PE firms must rely more on GTM Improvements (Profitable Revenue Growth Acceleration) combined with Operational Improvements to generate returns. Number of PE Funds up 5x  Read More >

PE – Insights for Strategic Pricing Optimization

Pricing Assessment for Private Equity Portfolio Companies: A Framework for Value Creation Pricing optimization is a key driver of revenue growth, margin expansion, and overall enterprise value for private equity-backed companies. A well-structured pricing strategy enhances customer acquisition efficiency, strengthens retention, and increases expansion revenue. This framework prioritizes the most  Read More >

Assessing the Company’s Scalability During Diligence

Scalability – Assessing a Ptential Investment’s Scalability During Diligence (for Middle Market Companies)   In software (for Tech PE buyouts), the margin between success and mediocrity hinges on accurately assessing scalability before writing the check. While revenue growth captures headlines, PE investors know that sustainable unit economics, operational leverage, and  Read More >