Thinking & Frameworks

Insights for Operators, CEOs & PE Managers

Practical perspectives on operational excellence, value creation, and the systems that turn investment strategy into measurable results.

All Insights

Operational Excellence

Why Most CEOs Don't Have an Operating System, and What to Do About It

The gap between a strong investment thesis and consistent business results isn't strategy. It's execution infrastructure. Learn how the HBR Operational Excellence framework applies to PE-backed and lower-middle-market companies.

8 min read Read Article

Buy-Side M&A

Add-On Acquisitions: How to Evaluate Strategic Fit Before You Sign an LOI

Coming soon: a framework for emerging PE managers evaluating add-on targets within an existing portfolio thesis.

Coming Soon

Value Creation

From 100-Day Plan to Exit: Building Value Creation Infrastructure That Survives Leadership Turnover

Coming soon: how to build value creation systems that outlast the people who designed them.

Coming Soon