Designing the Modern PE Portfolio Ops Team for Revenue & EBITDA Growth

Designing the Modern Value Creation Team: Built for Profitable, Capital-Efficient Growth In buyouts, value creation now depends on one thing above all: driving profitable, capital-efficient revenue growth that translates directly into higher EBITDA and margin expansion. That mission defines how a private equity firm should design its Strategic Portfolio Ops  Read More >

Measuring the Impact of a PE Operating Partner

This is from discussions at Private Equity International 2025 – measuring the impact of a PE Operating Partner comes down to how they create tangible equity value creation across the portfolio. Their impact can be seen in three dimensions: advising portfolio management teams, enabling EBITDA growth, and directly creating EBITDA  Read More >

The Future of SaaS in the AI Era

In the age of AI, traditional Software/SaaS are at risk and some experts are suggesting that many traditional SaaS companies will die.  However, I don’t think that SaaS is going to get fully replaced by AI agents and AI workflows. There will be a transformation and an evolution of what  Read More >