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. # of PE Funds up 5x+…  Read More >

How to Hire Effectively for Portfolio Companies or for Portfolio Ops

Hiring in PE is a lengthy and typically inefficient exercise – lengthy processes, endless debates, misaligned expectations from different interviewers. And despite all that effort, many firms still miss on critical hires. The core issue is not lack of rigor. It’s misplaced rigor.  Also, most hiring failures don’t come from a…  Read More >

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 >

Assessing the Company’s Scalability During GTM 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 >

PE Deal Process: “One Team” with Deal Teams & Operating Partners

“One Team” Strategy in PE: How the Investment Team & Operating Partners Work Together as a “Deal Team” by Stage of the PE Deal Process     1. PE Firm Receives Teaser (then CIM) Investment Team Initial screen for investment alignment (sector, growth, profitability, valuation) Preliminary internal discussion on deal…  Read More >

What Defines a Strong CRO in Middle-Market PE

In PE, profitable growth drives 50%-70% of equity value creation and directly impacts ROI to LPs. A strong CRO is critical – a proven operator with execution discipline, strong leadership, and a track record of driving predictable growth. They drive predictable growth, manage complexity, and execute the investment thesis to…  Read More >