Insights
Private capital value creation is being rewritten. The last cycle rewarded structure: leverage, multiple expansion, timing, and market beta. Those levers still matter, but they no longer carry the same weight. The next layer of return has to be earned inside the company — the kind that shows up in profitability, capital allocation, EBITDA, and cash. I write about how companies turn growth into durable shareholder value, and why some transformations hold while others quietly reverse after the board deck turns green. The articles draw on transformation, restructuring, and value-creation mandates across private capital and corporate portfolios.
