Inside the Strategy RoomOutperformance 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
In 1 playlist(s)
Inside the Strategy Room
The world is moving faster, and as upheaval becomes the norm, vast business opportunities will be wi…Social links
Follow podcast
Recent clips
305. Prudential’s Charles Lowrey on finishing strong as CEO
39:25
304. The coming wave of business transfers
54:26
303. How finance leaders are driving value with AI
51:21