September 2024 - PE Alpha

PE Value Creation – The Mission of the Operating Partner Role

Here’s the core purpose of the GTM Operating Partner role in PE: Mission of the Role Own GTM value creation: Lead all commercial excellence aspects of Value Creation Plans (VCPs) from diligence through exit Support deal teams: Surface hidden GTM value opportunities in diligence, shape VCPs, and own execution post-close,… Read More >

PE Value Creation – the ROI of an Operating Partner (via TEV uplift)

The ROI of a PE Operating Partner: How the Numbers Work The Operating Partner is one of the most effective value creation players drivers in PE. At a PE International Nexus conference earlier this year, an institutional LP noted: “To generate a 10x return on an Operating Partner’s compensation (i.e.… Read More >

I work in Middle Market Tech PE. My career began as an Investment Banking Analyst at Merrill Lynch in New York, followed by an Investment Associate role at NeoCarta, a tech-focused investment firm. Drawing on my dual background in investing and as a C-Level executive, I focus on building a community, connecting with like-minded industry peers and sharing strategies & best practices for growing PE-backed companies capital-efficiently, helping portfolio companies unlock value, helping our PE firm gain an edge, while maximizing equity value in our portfolio (with the north star of generating alpha & superior risk-adjusted returns for our LPs).

About Me