Insights and observations on growth, performance and value creation.

Increasingly sophisticated plans, scorecards and incentives can have an unintended consequence: they define the finish line. [18 August, 2026]

But the pattern of value creation is evolving. [21 May, 2026]

For decades, private equity has been highly effective at value creation - outperforming public markets across most long-term periods. [29 April, 2026]

Over recent months, a consistent set of themes has been emerging in conversations with board directors, CEOs and private equity sponsors. [20 April, 2026]

And the playbook for value creation is becoming clearer. [15 March, 2026]

Across the conversations we’re having with boards, CEOs and private equity sponsors, a pattern is emerging. [15 February, 2026]