306. Transforming value creation in private equity portfolio companies

Outperformance in private equity is no longer defined by leverage or multiple expansion; disciplined value creation will be the decisive factor in future investment success. In this episode, AD Bhatia (mckinsey.com/our-people/ad-bhatia?cid=cl4c-cml…), Robin Ligon (nam02.safelinks.protection.outlook.com/?url=ht…), and Jason Phillips (mckinsey.com/our-people/jason-phillips?cid=cl4…) are joined by CVC’s John Kelleher (google.com/url?sa=t&rct=j&q=&esrc=…) to discuss the key shifts in today’s PE environment and share five moves firms are making in response. The path to transforming value creation requires a more disciplined playbook: structured re-diligence, holistic transformation under a dedicated transformation leadership, stronger operating-team talent, and the use of AI as a portfolio-wide accelerator.
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