My Book Recommendations (Random)

I’ve been asked for book recommendations so I decided to jot down a list of books I’ve enjoyed over the years. It serves as a personal record and something I can share with anyone who’s interested. [Note: I’ll try to update this list from time to time with more recent…  Read More >

Category: Ideas

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 >

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 >

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 >

PE – Early Indicators and Success Factors to Gauge Before Buying a Company

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 >

PE is Both a Privilege and a Responsibility

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 >