November 2024 - PE Alpha

PE Portfolio Company Turnaround Playbook (GTM/Commercial Focus)

My notes on a practical PE Operator’s Turnaround Playbook for a portfolio company that’s underperforming (was healthy before, now slipping). This assumes the core product/market fit is intact, but commercial execution and cost discipline have weakened. This isn’t slash-and-burn. It’s about rebuilding commercial discipline: the right leader in the… 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 >

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