PE - Private Equity Archives - Page 3 of 7

PE Value Creation 2.0: Helping Maximize IRR through Better Diligence & Ownership

We are in the new era of “PE Value Creation” that we can affectionately refer to as 2.0. Now it’s much more about better diligence & ownership than ever before. In the far more competitive world of PE, achieving superior risk-adjusted returns hinges on better diligence (which is surprisingly possible)… Read More >

PE Industry in 2023 (& 2024 Outlook)

Just wanted to reflect on this year – here’s a concise overview of the private equity (PE) landscape and strategic insights for navigating it: The resilience of the PE industry, even amid a slowdown, underscores the critical role of value creation and revenue growth for investment success. To stimulate deal… Read More >

PE Value Creation – an Engineered & Systematized Approach

Creating value in PE requires more than just GTM Improvements or Operational Improvements. It demands a systematic and scalable value creation process that can be applied across the portfolio. This approach is not about ad hoc interventions or one-off solutions but about designing a structured framework that enables consistent, repeatable,… Read More >

Areas of Commercial & GTM Excellence PE Funds Need

I was at a PE Conference and someone asked me what the GP should look for in hiring a GTM & Revenue Growth / Commercial expert to help create value for their Investment Team and for Portfolio Companies. While on a train for a few hours, I jotted down just… Read More >

PE Investing – From Operators & Non-Traditional Backgrounds to Investors

(WIP – Draft) Here is a summary / short list… From Operators to PE Investors: David Rubenstein – Carlyle Group (was a policy advisor to the White House) Scott Sperling – from Aeneas Group to TH Lee Carl Eschenbach – from VMware to Sequoia (Growth PE Investing) Greg Brenneman… Read More >

PE ROI – Revenue Growth is a Key Value Creation Driver (Revenue > EBITDA > Successful Exit)

This is how Top-Line Growth or Revenue Growth is the primary Value Creation driver for Tech PE portfolio companies. In PE, focusing on increasing revenue and profitable revenue growth initiates a cascade of beneficial downstream effects: – Increasing Revenue and Profitable Revenue Growth (Capital-Efficiently) Initiating with a strategic emphasis on… Read More >

PE Investment Lifecycle and How Value Creation Teams Make an Impact

By actively engaging across each phase of the private equity investment lifecycle, Value Creation Teams (Operating Partners) ensure a tangible outcome, enhancing both portfolio equity value creation (EVC) and investor returns. Sourcing & Deal Origination – Identifying potential investment opportunities through proprietary networks, investment banks, and industry relationships. Operating… Read More >

The Simplest Initial Diagnosis of a PE Portfolio Company’s Sales Performance

If a portfolio company has stalled growth, a simple initial (Phase 1) data-driven diagnosis of plateauing or declining sales at a middle-market PE backed portfolio company begins by breaking sales bookings into its fundamental equation and isolating which inputs have shifted relative to history and benchmarks. By tracing each variable… Read More >

PE Value Creation – Successful Exits for PE-backed Companies

To achieve successful exit outcomes, PE portfolio companies typically employ a variety of strategies: Disproportionate Organic Revenue Growth (based on PE Fund’s GTM Expertise & Capital-Efficient Focus): Focusing on driving disproportionate and capital growth via market expansion, new customer acquisition, expansion sales into existing customer base, and product development, to… Read More >

PE – Post Fed Rate Hikes in 2023 & Beyond

Just a few personal thoughts on the next horizon in PE after the series of rate hikes (marking the end of prolonged period of low rates in the past few years, and generally over the past few decades): PE is going to be a lot more than doing good deals… Read More >

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