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The first 100 days can make or break your investment’s trajectory, and this infographic is your fast-track guide to locking in financial clarity, operational control, and the momentum you need to deliver value from day one.

From sanitising data and securing liquidity in the first 30 days, to launching growth engines and aligning incentives by day 100, this framework equips you to stabilise, optimise, and accelerate without missing a beat. Whether you’re leading a carve-out, integrating an acquisition, or restructuring for growth, this is your guide for transforming potential into performance.

Download now to discover how to:

• Stabilise quickly: Secure clean financial records, lock operational boundaries, and protect liquidity in the first month.
• Link spending to value creation: Ensure every dollar invested fuels growth levers and measurable returns.
• Accelerate with confidence: Launch operational excellence sprints, digital pilots, and incentive plans that drive sustainable performance.
  

In a world where traditional levers are no longer enough, this exclusive report reveals how leading PE firms are rewriting the rules of value creation, across every phase of the investment lifecycle.

As macro volatility, LP scrutiny, and operational complexity intensify, Private Equity firms are under pressure to deliver faster, smarter, and more resilient value. The old playbooks, focused on margin trimming and financial engineering, are no longer sufficient.

This guidebook is your blueprint for the future. Packed with insights from Bain Capital, Blackstone, TPG, and more, it explores how top-performing firms are building dynamic, data-driven, and sector-specific playbooks that drive value from diligence to exit.

From AI-powered procurement and ESG integration to hybrid governance and exit readiness sprints, this guidebook is a must-read for operating partners, transformation leaders, and portfolio executives looking to stay ahead of the curve.

Download the guidebook to discover:

• The New Mandate: Growth, innovation, and transformation over cost-cutting. Discover why the most successful firms are shifting from margin-focused strategies to growth-centric models that prioritise digital acceleration, pricing power, and product innovation.
• Adaptive Playbooks: Tailored by sector, maturity, and leadership capability. Learn how firms are moving beyond one-size-fits-all frameworks to build modular, archetype-driven playbooks that reflect the unique DNA of each portfolio company.
• Real-World Execution: Case studies from carve-outs, SaaS, and healthcare. Explore how firms like AIP, Hg Capital, and EQT are applying operational excellence, workforce transformation, and precision scaling to unlock value in complex environments.
• Future-Ready Strategies: AI, Centres of Excellence, and ESG as value levers. See how leading firms are embedding AI into operating models, institutionalising best practices through CoEs, and turning ESG from a compliance task into a driver of EBITDA and exit multiples.
  

This isn’t just a report. It’s your competitive advantage.

Value creation isn’t a function; it’s a mission-critical capability. Margins alone won’t save you. Real transformation demands a holistic operating model that evolves with the market and scales under pressure.

The PE Value Engine is your definitive guide to building adaptable, execution-ready playbooks across four essential phases: 1. Entry Planning 2. Stabilisation 3. Acceleration, and 4. Exit. Built for operating partners, transformation leaders, and portfolio executives alike, this framework is grounded in real-world practice, not theory.

Download the playbook to discover:

• Phase-based transformation: Learn how to structure value creation efforts across four key stages — from pre-close diligence to exit readiness — with operational precision.
• Execution frameworks that work: Understand how top-performing PE teams align leadership, data systems, and performance metrics to accelerate transformation.
• Playbooks for modern complexity: Discover how to embed resilience, ESG, AI, and GTM strategies into your portfolio companies to stay ahead of disruption and maximise ROI.

Ready to operationalise alpha? Download the Playbook now!

In private equity, speed is everything, but trust is the currency. When you're tasked with turning around a distressed asset, the clock starts ticking the moment you step in. This infographic reveals the proven framework used by elite PE professionals to gain trust fast, align stakeholders, and deliver early wins that unlock long-term value.

What You’ll Learn When You Download:

• How to balance rapid cost-cutting with cultural alignment in the first 90 days
• The trust-building signals that matter most to senior management and LPs
• A breakdown of speed vs alignment actions that drive operational clarity and confidence

Whether you're preparing for a carve-out, restructuring, or post-acquisition integration, this is the piece you can't afford to ignore.

With compressed timelines, rising capital costs, and increasing pressure to deliver returns, operating partners and portfolio executives must make bold yet calculated bets on digital transformation. This fact sheet is designed to help PE leaders evaluate the technologies that matter most—those that achieve operational and financial gains aligned with the fund’s timeline and exit strategy.

From data analytics and decision intelligence to generative and agentic AI, this guide cuts through the hype to focus on practical, ROI-driven implementation. It’s not about transformation for transformation’s sake—it’s about unlocking value, mitigating risk, and accelerating outcomes.

Why Download This Fact Sheet?

• Prioritise ROI-Driven Tech Investments: Discover which technologies – like data analytics, agentic AI, and decision intelligence – are delivering measurable EBITDA impact within the holding period.
• Navigate Risk vs. Reward with Confidence: Learn how leading PE firms are evaluating digital transformation bets, balancing innovation with capital discipline to maximise value creation.
• Accelerate Portfolio Performance: Gain practical insights into how tech can streamline operations, enhance decision-making, and drive scalable improvements across your portfolio.

Whether you're optimising a carve-out, scaling a growth asset, or preparing for exit, the right tech stack can be the difference between incremental improvement and exponential value.

In a market defined by volatility and complexity, Private Equity firms must rethink traditional value creation levers. This exclusive interview with Jake Breen, Chief Transformation Officer at Theramex, explores how forward-thinking PE leaders are redefining transformation strategies across portfolio companies.

Download to learn more about:

• What most funds miss in the first 100 days of ownership—and how to avoid those pitfalls
• How to build a balanced, agile, and accountable value creation team—from internal talent to consultants
• What makes a value creation strategy resilient in today’s economic and geopolitical uncertainty

This is your opportunity to tap into the transformation strategy of a seasoned C-suite leader driving sustainable growth in one of Europe’s leading health platforms. This interview is a must-read for any value creation leader looking to sharpen their playbook ahead of the Value Creation for Private Equity 2025 conference.

What happens when your hold period stretches, the big transformation budget is gone, and the value creation plan (VCP) no longer matches the moment?

In this exclusive interview, Peter Bancroft, Chief Transformation Officer, Rubix, unpacks how he’s navigating prolonged ownership cycles, embedding tech-enabled behavioural change, and ensuring that talent, not just strategy, delivers results.

Download the interview to learn more about:

• How to avoid “brittle” value creation plans by embedding real-time feedback loops that keep your strategy aligned with internal and market shifts
• Why overlooking the wider leadership team—beyond the C-suite—is one of the most common mistakes in the first 100 days of ownership
• How AI is evolving from analytics to coaching, with new tools helping managers drive behavioural change at scale across sales and operations

Whether you're an operating partner or portfolio exec, Bancroft offers the sharp, real-world insight needed to drive results in today’s high-pressure environment.

In today’s high-cost, high-pressure private equity environment, traditional value creation strategies are no longer enough. Financial engineering alone won’t cut it. To build resilient, high-performing portfolio companies, GPs must now lead with operational precision, commercial clarity, and cultural strength.

In this exclusive interview, Victor Răcariu, Operating Partner at Mozaik Investments, shares a bold and refreshingly practical perspective on what it takes to create real, lasting value in today’s market. From the critical first 100 days of ownership to the underutilised power of team design and leadership culture, Victor offers a masterclass in modern value creation.

Whether you're an operating partner, portfolio executive, or transformation leader, this is essential reading for anyone serious about driving performance and resilience in uncertain times.

As top-line growth becomes harder to achieve, PE firms are shifting focus to margin expansion, and software spend is emerging as a critical, yet often overlooked, opportunity. With over $10B in spend processed and partnerships with 100+ PE firms, Vertice is redefining procurement as a strategic function.

From the first 100 days post-acquisition to the final exit, Vertice helps portfolio companies cut software costs by up to 20%, centralise procurement, and enforce discipline across the tech stack. Their platform combines real-time visibility, expert negotiation, and AI-driven insights to deliver measurable impact, fast.

Download the full interview to discover:

• Why software is now a top-three board-level cost, and how to control it
• How Vertice delivers rapid savings with minimal lift from portfolio teams
• What the future of procurement looks like, and how PE firms can stay ahead 

Download now and learn how Vertice is helping PE firms unlock hidden value in every contract.