Private Equity Blog

The Flexible Operating Model for Commercial Growth
Executive Takeaways
- Mid-market portfolio companies need senior commercial expertise at specific points in the hold period, not full time.
- Flexible operators build growth systems, not campaigns.
- The model creates value at every stage: diligence, first 100 days, hold period, and exit.
- The goal is a system that performs after the operator leaves.
Recent Posts

Utilizing Strategic Sales and Marketing to Secure Customer Loyalty During M&A Transitions
Jun 27, 2025, 4:16:17 PM — Mergers and acquisitions represent pivotal moments that can either accelerate growth or derail carefully built customer relationships. While executives often focus heavily on financial synergies and operational integration, the customer experience during an M&A transition frequently determines long-term success. Research indicates that companies lose an average of 10-15% of their customer base during significant organizational changes, with poorly managed transitions resulting in even steeper losses. However, organizations that proactively leverage sales and marketing strategies to guide customer transitions not only retain their existing base but often emerge stronger, with enhanced market positioning and deeper customer relationships.

Sales Training Programs for Maximizing Results in PE-Backed Portfolio Companies
May 20, 2025, 12:58:31 PM — In private equity-backed companies, sales teams face intense expectations. Growth targets are ambitious, and there’s little room for missteps. Too often, though, training is treated as a formality rather than a real opportunity to improve team performance. With the right focus, sales training can become a practical tool for building confidence, consistency, and results rather than just another item on a checklist.