Insights & Analysis
Expert perspectives on AI, automation, and operational efficiency for PE-backed companies
From "AI on Every Page" to a Scoped Roadmap: An Operating Partner’s 30-Day Path
An AI value creation plan that is "AI on every page" is not a plan. The 30-day path operating partners use to turn the line item into three production-ready scopes mapped to the next 18 months of the hold.
AI for EBITDA: The 5 Places It Actually Moves the Number in PE-Backed Businesses
AI for EBITDA shows up on every value creation plan, but the impact concentrates in five specific functions. Each one sized with cited ranges, sequenced against the hold, with what is signal vs. noise.
The Operational Efficiency Imperative: What Bain's 2025 PE Report Means for Portfolio Companies
Bain says "12 is the new 5." With borrowing costs at 8-9% and multiples flat, PE firms need 10-12% EBITDA growth. Here's why operational efficiency is now the only path to returns.
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