306. Transforming value creation in private equity portfolio companies
About this episode
The episode discusses the evolving landscape of private equity and the importance of disciplined value creation for future investment success.
Outperformance 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
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