Industry Voices, Analysis & Insights

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.

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 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.