Operator memos
Value creation, diligence and go-to-market
Essays and playbooks on value creation, diligence, revenue systems and the operating work behind a hold.
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Value Creation in PE Beyond Financial Engineering
Private equity value creation beyond financial engineering runs on four levers: revenue acceleration, margin expansion, capital efficiency and risk mitigation, each with its own metrics and…
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Operational Alpha: Turning GTM Dysfunction into EBITDA Expansion Across a PE Portfolio
A portfolio company with $40M in revenue and a 12% EBITDA margin looks healthy on paper. But when you discover that sales and marketing operate from…
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GTM Strategy Failures: Rescue PE Portfolio Companies
The competitive landscape of private equity demands precision. Acquiring a company is just the first step; unlocking its true potential, especially through its Go-to-Market (GTM) strategy,…
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RevOps Strategy for PE: Unifying GTM & Boosting EBITDA
RevOps for private equity means one revenue system across marketing, sales and customer success in each portfolio company, so pipeline, forecast and acquisition cost reconcile and…
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Five Industry Leaders on Building the 2026 RevOps Engine
Value creation is being remade in real-time as artificial intelligence disrupts traditional workflows, go-to-market motions become increasingly complex, and the pressure on private equity (PE) firms…
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EBITDA Erosion: How to Combat It with RevOps for PE
EBITDA erosion in a portfolio company usually comes from leaks across the revenue engine more than from the market: pipeline that never converts, discounting nobody approved,…
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Operational Alpha as the Successor to Financial Engineering
Operational alpha is the part of a private equity return created by running the business better during the hold, through revenue operations, pricing, customer selection and…
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Future-Proofing Organizations: Strategic Imperatives for Mid-Market & PE-Backed Organizations in 2026
As business leaders face structural shifts in market dynamics and competitive landscapes in 2026, staying ahead requires agility, innovation, and a relentless commitment to growth. The…