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 >

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 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 >

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 >