Posted with permission of Association for Corporate Growth (ACG)
In the evolving world of private equity, success hinges on more than just financial metrics.
It demands a hands-on, strategic approach that aligns every operational decision with the investment thesis. In this GrowthTV episode, produced by ACG and featured in Middle Market Growth magazine, Plante Moran Partners Michele McHale and Felicia Donaldson explore how investors can drive value creation from diligence through exit.
Drawing on decades of experience, Michele and Felicia explain why financial oversight alone is no longer sufficient in today’s market. Instead, they emphasize the importance of implementing KPIs that reflect the investment thesis and using tools like the EBITDA bridge to track performance. They also highlight how to hold both investors and portfolio company leadership accountable for executing strategic goals.
Whether you’re a private equity investor or a portfolio company executive, this conversation offers practical insights for turning strategy into measurable outcomes.
For a deeper dive into aligning strategy with execution across your portfolio, explore Plante Moran’s latest guidance on value creation.
