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 >

CROs Make Exceptional CEOs

In software, many of the most effective chief executives come from sales. A strong CRO masters two of the hardest disciplines in business: Top-line growth – driving predictable, capital-efficient revenue P&L ownership – running organizations grounded in unit economics, margins, EBITDA and return on capital The best CROs already operate…  Read More >

PE Value Creation – Strategic Pricing Optimization (Part 2)

Pricing Assessment for Private Equity Portfolio Companies: A Framework for Value Creation Pricing optimization is a key driver of revenue growth, margin expansion, and overall enterprise value for private equity-backed companies. A well-structured pricing strategy enhances customer acquisition efficiency, strengthens retention, and increases expansion revenue. This framework prioritizes the most…  Read More >

PE Value Creation – Strategic Pricing Optimization (Part 1)

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 >

Pricing Optimization & Unlocking Revenue Potential: A Systematic Approach

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 >

Why Past Playbooks Don’t Travel Well Across PE Portfolios

An Operating Partner who relies on a prior “PE playbook” often misunderstands the nature of value creation. Those playbooks were built for specific portfolio companies, under different market conditions, with distinct teams and capital structures. Each investment thesis demands its own operating model. Applying old frameworks wholesale risks missing the…  Read More >

Supporting Add-On M&A Process in PE

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 >

PE Firm Leadership Principles – Driving Results in PE

Just sharing ideas, thoughts and notes I’ve collected on the 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…  Read More >