Inside the Strategy Room
McKinsey & Company
Podcast
Episodes
Listen, download, subscribe
306. Transforming value creation in private equity portfolio companies
• 54 minOutperformance in private equity is no longer defined by leverage or multiple expansion; disciplined value creation will be the decisive factor in future investment success. In this episode, AD Bhatia, Robin Ligon, and Jason Phillips are joined by CVC’s John Kelleher to discuss the key shifts in today’s PE environment and share five moves firms are making in response. The path to transforming value creation requires a more disciplined playbook: structured re-diligence, holistic transformation under a dedicated transformation leadership, stronger operating-team talent, and the use of AI as a portfolio-wide accelerator. Related Insights 2026 Global Private Markets Report How private equity is using M&A integrations to overcome headwinds Beating the odds: How private equity firms can improve exit prospects McKinsey Strategy and Corporate Finance on LinkedIn McKinsey Transformation on LinkedIn Support the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/ See www.mckinsey.com/privacy-policy for privacy information
Inside the Strategy Room RSS Feed
