What’s next for value creation?
From Private Equity Spotlight by PEI Group
May 26, 2026 · 36 min · Episode 269
About this episode
The episode discusses the future outlook for value creation strategies in private equity amidst changing market conditions.
This episode is sponsored by Cinven and KPMG Private equity firms are accustomed to navigating change, but operating partner teams in particular have had to become more agile in recent years. As volatility becomes the new normal – from macroeconomic and geopolitical uncertainty to AI-related disruption – operating partners need to continuously reassess the value creation levers they are pulling to drive portfolio company growth, while also building resilience across their portfolios. This, in turn, is leading sponsors to reimagine their operating partner teams, in terms of structure and skill sets, as well as the way in which they engage with portfolio company management. In this episode of Private Equity Spotlight, Louise Fordham, head of special projects for private equity at PEI group, sits down with Sam Williams, managing director of strategy and investment insights at international private equity firm Cinven, and Paul Pan, private equity leader for the deal advisory and strategy practice at KPMG, to discuss the future outlook for value creation strategies.
People in this episode
Host: Louise Fordham
Guests: Sam Williams, Paul Pan
Topics covered
- value creation
- private equity
- operating partners
- portfolio growth
- agility in investing
- macroeconomic uncertainty
- AI disruption
Keywords
- value creation
- private equity
- operating partners
- portfolio management
- investment strategies
- economic volatility
- AI impact
Sponsors
Cinven, KPMG
Mentioned in this episode
Organizations: PEI group
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