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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.
PE Value Drivers #14, Unique Perspectives from Tim Lewis, a Partner at Southfield Capital
Sep 28, 2022 11:10:34 AM — Welcome back to PE Value Drivers. In this issue, I am talking to Tim Lewis, a Partner at Southfield Capital. Tim joined Southfield Capital in April 2014. He has twenty-five years of lower middle market experience as a private equity investor, general manager, turnaround executive, and management consultant. Prior to joining Southfield, Tim was a Partner at Atlantic Street Capital, a middle market focused private equity fund.
PE Value Drivers #13, Unique Perspectives from Paul Barrett, a Managing Partner at Argosy Healthcare Partners
Aug 10, 2022 5:00:23 PM — Welcome back to PE Value Drivers. In this latest issue of PE Value Drivers, I talk with Paul Barrett, a Managing Partner at Argosy Healthcare Partners. Prior to AHP, Paul served as a managing director at BelHealth Investment Partners, a $500 million AUM firm in NYC, where he worked for 8 years.
PE Value Drivers #12, Unique Perspectives from Todd Markson, Operating Partner for Bain Capital
May 24, 2022 11:34:04 AM — Welcome back to PE Value Drivers. In this latest issue of PE Value Drivers, I talk with Todd Markson from Bain Capital. Todd is an Operating Partner in Bain’s Tech Opportunities Fund, where he leads value creation efforts across the portfolio and partners with management teams to support their key initiatives. Prior to joining Bain Capital, Todd was CSO & COO at Cengage, a multi-billion-dollar Private Equity backed, global education and technology company, where he led strategy, corporate development, channel, pricing, procurement and supply chain. Before Cengage, Todd was a management strategy consultant in London, Dubai and Boston, most recently as a Senior Principal in the Technology and Private Equity practices of BCG, with a focus on Go-To-Market. Todd’s also been a technology entrepreneur in Silicon Valley, co-founding and successfully exiting education technology and information services companies.
Key Operating Partner Takeaways from Recent ACG Events
May 3, 2022 5:44:16 PM — I recently attended ACG Philadelphia’s April Breakfast Briefing on The Growing Role of the PE Operating Partner. I was also able to engage with a number of Operating Partners at ACG’s Intergrowth in Las Vegas this week. Both the Philadelphia breakfast and the presence of so many Operating Partners at Intergrowth, are indications of how key these professionals are to the value creation process, and to the delivery of outsized investment returns (differentiated alpha) for private equity investors.