Archive
Business Strategy
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Private Equity GTM: Avoid Value Creation Pitfalls
The common go-to-market pitfalls in private equity are a fragmented GTM strategy, inefficient sales and marketing operations, and incentives tied to the wrong metrics, and most…
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Adjusted EBITDA and the Art of Add-Backs
The number that determines your company’s valuation is rarely the number sitting on your income statement. When buyers evaluate a business, they look past reported EBITDA…
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B2B Portfolio Revenue Leakage Diagnostic
You closed the deal three months ago. The thesis assumed 18% revenue growth with stable margins. Instead, you are tracking 11% growth and margins have compressed…
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Portfolio Company Operating Reviews: The Commercial KPIs That Matter
You are three months post-close on a platform acquisition. The CFO sends a board pack that runs 47 slides. Revenue is “tracking to plan.” Pipeline is…
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Commercial Due Diligence Red Flags in B2B Businesses
You are two weeks into confirmatory diligence on a B2B software target. The seller’s QofE looks clean, EBITDA margins check out, and the management presentation told…
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The 100-Day Go-to-Market Plan for a Newly Acquired B2B Business
You closed the deal. The wire cleared. Now you own a revenue engine you cannot afford to stall, yet you must change it. That tension defines…
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The Seventh-Year Portfolio Company: What a Longer Hold Demands of the CFO
I said something to CFO Brew last week that I want to expand on here, because the quote was tight and the reality is not. Reporters…
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Add-On Sourcing Screen: A Repeatable Filter for Bolt-On Targets That Fit
You have a platform, a thesis, and a mandate to grow through add-ons. What you probably lack is a consistent filter. Most operating partners I work…