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 >

(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 >

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 >

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 >

PE – Assessing Success Factors Before Acquiring a Company When evaluating a potential investment, I focus on businesses with strong fundamentals, clear value-creation levers, and predictable, sustainable growth. These are the key criteria that make an acquisition attractive: Strong Leadership or Replaceable Gaps Evaluating whether the management team is strong…  Read More >

Reflecting on the last several years in PE , I’ve been contemplating what I genuinely like about the job. This is primarily for my personal reflections and to articulate my thoughts more clearly but it genuinely starts with a true privilege and a tremendous responsibility to be in PE. Similarity…  Read More >

How PE Can Unlock Equity Value Through Strategic Pricing Optimization Pricing is one of the most powerful levers for value creation. Monetization improvements for PE-backed companies, a disciplined, data-driven approach to pricing can unlock significant equity value by improving unit economics, accelerating growth, and expanding EBITDA margins. Pricing as a Direct…  Read More >

Many middle-market PE portfolio companies leave money on the table due to misaligned pricing models, value leakage, or friction in customer acquisition and retention. A structured approach to pricing optimization helps identify gaps, refine packaging, and maximize revenue potential. This framework ensures pricing captures the full value delivered while maintaining…  Read More >

In the role as a PE Operating Partner, your primary responsibilities involve not only helping the Investment Team with diligence in the process of add-on mergers and acquisitions for our anchor portfolio companies, but also ensuring the seamless integration and enhancement of these new additions (ex: GTM  team and process…  Read More >

Just a few thoughts on principles for successful leadership in PE – PE firm success requires a blend of strategic vision, adaptability, and leading the way for disciplined execution at portfolio companies. But the most effective leaders excel by mastering these core principles that drive value creation, operational efficiency, and…  Read More >