Exclusive 2025 Analysis & Insights

Guidebook | BULLETPROOF OPERATIONAL PLAYBOOKS: Reimagining Value Creation Across the Investment Lifecycle

Guidebook | BULLETPROOF OPERATIONAL PLAYBOOKS: Reimagining Value Creation Across the Investment Lifecycle

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.

Roadmap | Your Day 1-100 Roadmap: How to Lock in Financial & Operational Integrity

Roadmap | Your Day 1-100 Roadmap: How to Lock in Financial & Operational Integrity

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.
Playbook | The PE Value Engine: Four Phases. One Playbook. Value Creation from Entry to Exit

Playbook | The PE Value Engine: Four Phases. One Playbook. Value Creation from Entry to Exit

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!

Infographic | Trust in Turbulence: How Private Equity Leaders Win Fast Without Losing Alignment

Infographic | Trust in Turbulence: How Private Equity Leaders Win Fast Without Losing Alignment

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.

Fact Sheet | Technology-Driven Value Creation for Higher Exit Multiples

Fact Sheet | Technology-Driven Value Creation for Higher Exit Multiples

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.

Early Attendee List

Early Attendee List

Ahead of the Value Creation for Private Equity Summit, we wanted to share with you our early sample attendee list for 2025.