Every mid-market fund now runs some version of the same pitch internally. We will use AI to widen the funnel. We will screen more companies, faster, on more signals, and we will find the ones our comp...
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...
Customer concentration is one of the most universally measured risk metrics in private equity diligence. Every CIM addresses it. Every diligence report includes a chart of revenue by top customer. Eve...
Carve outs have been a celebrated category of private equity deal sourcing for decades. The narrative is appealing. A subsidiary inside a larger corporation has been under-managed, under-invested, and...
Roughly half of mid-market private equity transaction volume in 2026 is sponsor to sponsor. The buyer is a private equity firm. The seller is a private equity firm. The asset has been through one or m...
The Confidential Information Memorandum is the most carefully written document any seller produces during a sale process. Every word is chosen. Every chart is selected. Every metric is framed. Every p...
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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