The Pre-Close Operating Veto: Underwriting Value Plans You Can Actually Execute
Jun 08, 2026
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Most private equity value creation plans are not designed to be executed. They are designed to win an investment committee.
That is not a moral failing. It is a structural feature of how deals get bu...
The Shared Conviction Problem: Why Deal Theses and Value Creation Plans Drift Apart by Month Six
Apr 29, 2026
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The diagnostic shows up the same way across deals. Six months after close, the operating partner and the deal team are working off subtly different plans. The deal team is still anchored to the thesis...
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