As we step into 2025, many of my mid-market private equity clients are engaging in deep self-reflection. They've come to a powerful realization: to effectively position their portfolio companies for accelerated value creation, they must recognize their identity not merely as funds, but as evolving business organizations. This shift entails...

CEOs and investors often express that they don't have time to develop a meaningful strategy. They view strategy as an onerous corporate initiative that consumes executive bandwidth without delivering tangible business results. However, the greatest obstacle to crafting winning strategies that foster high-performing teams is when strategy becomes a people...

Ever wondered what goes into a robust "Value Creation Plan"? Private equity firms aim for 3-5 times returns over 5-7 years, and the plan for achieving this can take various forms. From a straightforward financial model aiming to triple revenue and EBITDA returns, to elaborate McKinsey-style strategies backed by extensive...