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Value Creation with Repeatable Commercial Systems
The New PE Value Creation Playbook: Part Two
Value Creation with Repeatable Commercial Systems
In our last post, we made the case that PE firms are increasingly turning to commercial growth as the primary value creation lever during the hold period. The question now is whether the growth activity underway in portfolio companies is actually building toward something durable.
Most portfolio companies are not standing still.
The Operational Pivot Has Reached Commercial Growth
May 20, 2026 8:45:42 AM — Executive Takeaways Leverage, timing, and multiple expansion are no longer enough to drive returns. Hold periods are stretching past 7 years — operational value creation is now the mandate. A growth system connects insight, strategy, execution, and measurement. A campaign does not. Buyers are not evaluating historical performance. They are evaluating the system behind it. The New PE Value Creation Playbook: Part One Series Introduction Private equity value creation has entered a new era. For years, firms could rely on leverage, market timing, and multiple expansion to help drive returns. That environment has changed. Capital is more expensive, exit timelines are less predictable, and buyers are applying greater scrutiny to the quality, durability, and repeatability of portfolio company growth.
Land, Expand, Defend - The NRR Harmony
Dec 1, 2025 12:59:04 PM — Part 4 of the “ABM for Enterprise Value” series In PE-backed environments, growth alone isn’t enough. What separates your company from those that lose momentum is Net Revenue Retention (NRR). Expansion and renewal dollars are more efficient, more defensible, and more valuation-accretive than chasing new logos.
Staying in Tune – Sales & Marketing Alignment for Predictable Growth
Nov 24, 2025 10:57:48 AM — Part 3 of the “ABM for Enterprise Value” series In PE-backed companies, investors don’t reward activity; they reward predictability. And while every C-suite role has a stake in ABM success, it’s the daily tempo set by Sales and Marketing that determines whether value compounds or stalls. This is where strategy meets execution. When these two teams stay in tune, CAC payback shortens, Net Revenue Retention (NRR) strengthens, and forecasts gain credibility in the boardroom. When they drift apart, enterprise value slips fast.
When the Rhythm Stalls - A Shared Playbook for Reviving Plateaued Account-Based Marketing (ABM) Pilots
Nov 19, 2025 9:33:24 AM — Part 2 of the “ABM for Enterprise Value” series Why Alignment Is at the Core of Enterprise Value When the instruments are out of sync, discord is inevitable. In PE-backed businesses, this discord shows up as disconnected tech stacks, mismatched scorecards, or compensation plans that reward soloists instead of ensemble play. The result? Forecasting errors, sales friction, and pipeline gaps that echo in the boardroom.