Of all the value creation levers private equity firms can pull on a portfolio company, pricing power is the most consistently underweighted in underwriting models and the most consistently underestima...

The hardest conversation in any private equity investment committee is not about which technology to buy. It is about what the technology is worth.

Every IC memo gestures toward digital transformation...

There is a number that almost no portfolio company tracks consistently and that turns out to predict an unreasonable share of commercial performance. It is the elapsed time between an inbound lead arr...

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 ...

Yes, this is one of those posts on EBITDA...

Some financial professionals love it. Others hate it.
Both camps make compelling points.

Here’s mine.

I’m an EBITDA enthusiast — and here’s why.

By des...