Private Equity Blog

Value Creation with Repeatable Commercial Systems
Executive Takeaways
- Fragmented growth activity creates movement but not repeatable value.
- The risk isn't lack of effort. It's lack of system.
- At exit, buyers don't reward busy. They reward predictable.
- Before the next growth initiative, ask whether the infrastructure underneath it will make the results last.
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.
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Join us at the PEI Operating Partners Forum in San Francisco
May 31, 2023 10:12:19 AM — Next week, I will be attending the PEI Operating Partners Forum in San Francisco, along with several hundred Private Equity Operating Partners and others in the PE value creation ecosystem. It promises to be an informative event full of great networking, rekindled relationships, and informative content.

PE Value Drivers #17, Unique Perspective from Thomas Fountain of One Rock Capital Partners
May 5, 2023 12:55:29 PM — Welcome to the latest episode of “PE Value Drivers”! I was lucky enough to snag Thomas Fountain from One Rock Capital Partners for my latest chat. Tom is an operating partner at One Rock, a private equity firm that specializes in mid-market investments across five primary sectors: chemicals and materials, food and beverage, field services, manufacturing, and distribution. The firm is committed to enhancing the operational performance of its portfolio companies to generate solid returns for investors. Below are some highlights from our conversation.

PE Value Drivers #16, Unique Perspective from Vikram Agrawal, Co-Founder & CEO of American Resilience Partners
Nov 15, 2022 10:55:31 AM — Welcome back to PE Value Drivers. In this issue, I am talking to Vikram Agrawal, a mission-driven, operationally-focused investment management professional who believes that everyone deserves an opportunity to be successful, however they define success. Vikram is currently collaborating with Texan businessman and environmentalist, Trammell S. Crow, with a dual mandate focused on leading investments and catalyzing impact in environmental sustainability and resilience. In addition to being CEO of American Resilience Partners, he supports the international non-profit EarthX as the Director of EarthxCapital with a mission to help raise awareness, educate, convene, and catalyze the impact related to sustainability investment and business innovation.
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Tune Your PE Growth Engine Today: Take These Four Steps
Nov 14, 2022 11:32:16 AM — Written by Jack Bowen and Bill Keller For private equity organizations, the cup runneth over. The post-pandemic period has been a boon for PE markets, with more than a trillion dollars flowing into portfolios in 2021 alone. However, in the face of an uncertain economic environment, it will take more than legacy practices to keep fueling the PE fires. With the unending tasks of assessing, aligning, and optimizing their portfolio companies’ performance to maximize growth opportunities, marketing is one line item that often gets short shrift at PE organizations. But no longer: Simply relying on the existing talent within a portfolio organization can increase the risk of achieving the same old, same old – leveraging historically ineffective approaches while hoping to yield better results.