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PE Boards That Actually Work: From Performance Theatre to Strategic Counsel board composition frameworks governance operating partner pe boards value creation Aug 27, 2026

Most private equity portfolio company boards are performance theatre. The format is familiar. A monthly or quarterly meeting. A management presentation that tracks against the value creation plan. A d...

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The Operating Partner and CEO Compact: Why It Has to Be Written accountability ceo frameworks governance operating partner partnership value creation Aug 24, 2026

The most important relationship in any private equity portfolio company is between the operating partner and the CEO. It is more important than the relationship between the deal partner and the CEO, m...

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The CFO Upgrade Question: When the Person Who Got You Here Is Not the One Who Gets You There cfo upgrade finance governance operating partner succession talent value creation Aug 20, 2026

The first major talent decision in most private equity deals is what to do about the CFO. The decision is not always conscious. It is sometimes triggered by a clear signal from the management team tha...

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The Single Source of Truth Audit: Data Hygiene Before Dashboards bi dashboards data hygiene kpi master data operating partner reporting value creation Jul 06, 2026

Walk into any mid-market portfolio company on a Monday morning, ask three different functions for the same number, and you will receive three different answers.

Sales will tell you that the company ha...

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The Three People You Cannot Lose: A Post-Close Talent Density Map hr integration key people operating partner post-close talent retention value creation Jun 25, 2026

The first ninety days after close are the most expensive window in private equity for losing people. Not the people with the loudest titles. The people who actually make the business work. They are us...

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The Operating Maturity Index: A Diagnostic Before You Intervene diagnostic frameworks governance operating maturity operating partner portco value creation Jun 22, 2026

Most operating partners intervene before they diagnose. They arrive at a portfolio company with a playbook in their head, a set of standard interventions they have run successfully before, and a presu...

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The Founder Speed Tax: When Professionalization Kills the Business You Bought culture founder mode governance mid-market operating partner professionalism value creation Jun 18, 2026

Private equity has a recurring blind spot. It pays a premium for founder-led businesses because they grow faster, decide faster, and convert customers faster than their corporate equivalents. Then it ...

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The 100-Day Autopsy: Why Most Value Creation Plans Stall by Day 90 100 day plan execution governance integration operating partner post-close value creation Jun 11, 2026

The 100-day plan is one of the most universally adopted, universally underperforming artifacts in private equity. Every fund has one. Every IC memo gestures at one. Every operating partner is handed o...

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The Pre-Close Operating Veto: Underwriting Value Plans You Can Actually Execute deal execution due diligence governance ic memo operating partner underwriting value creation plan Jun 08, 2026

Most private equity value creation plans are not designed to be executed. They are designed to win an investment committee.

The short answer

The people who write the value creation plan and the peopl

...
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The Strategic Reframe Lever: How a Better Description of the Business Changes Its Enterprise Value branding enterprise value operating partner positioning reframing strategy value creation Jun 04, 2026

Consider a landscaping company in the southeast. Standard mid-market deal. Twelve trucks, a hundred and twenty customers, mostly residential, some light commercial, the founder still showing up on Sat...

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The Information Hygiene Crisis: Why Most Portfolio Companies Are Not Ready for AI Yet ai in pe data discipline ebitda information hygiene operating partner portco value creation Jun 01, 2026

Every board meeting in 2026 contains the same scene. The chair turns to the CEO and asks the question that has now become ritual. What is your AI strategy? The CEO produces a slide. There is a vendor ...

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The Carry Parity Question: When Operating Partners Stop Being Treated as Service Functions carry parity operating partner May 13, 2026

The clearest signal of where a private equity firm sits on the operating partner question is not on the website. It is in the carry distribution. Firms that allocate carry to operating partners on par...

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Operating Partner to Owner-Builder: The New Mandate operating partner Oct 25, 2025

The age of “advisor OPs” is over. Value is engineered, not advised. The modern Operating Partner owns a platform—budget, bench, playbooks, and proof—capable of landing change across multiple portfolio...

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Held Up in Private Equity: Navigating Longer Hold Periods Through Value Creation operating partner private equity value creation Mar 27, 2025

The private equity (PE) landscape is experiencing a significant shift. Longer hold periods have become increasingly common, primarily due to exit backlogs that inflate Assets Under Management (AUM). T...

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Leadership on Demand: Who's Right for Your Company—CEO, Interim, or Operating? fractional ceo interim ceo operating partner Aug 31, 2024

As businesses navigate an increasingly complex and competitive landscape, the executive suite has evolved to include a variety of specialized leadership roles. Among the most influential positions are...

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