Podcasts · Inside the Strategy Room
306. Transforming value creation in private equity portfolio companies
· 55 min
Episode 306. Transforming value creation in private equity portfolio companies
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
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Links in the notes 11
- https://www.mckinsey.com/our-people/ad-bhatia?cid=cl4c-cml&sid=%7b%7blead.SFDC%20Id:default=CL4C%7d%7d
- https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Frobinligon%2F&data=05%7C02%7CClare_Kitada-SYDN%40external.mckinsey.com%7Cc5be7b773c324384e6d408deb507a56b%7Ccc8936bc93824fff87cb6f55999549e7%7C0%7C0%7C639147241691032195%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=jVqR%2BAHdnuymF2xfBFMV0AtVTmaz7vSvQ7AKo9vtCfE%3D&reserved=0
- https://www.mckinsey.com/our-people/jason-phillips?cid=cl4c-cml&sid=%7b%7blead.SFDC%20Id:default=CL4C%7d%7d
- https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwij4IfJjMeUAxVanK8BHVTKNAsQFnoECCAQAQ&url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjckelleher&usg=AOvVaw3gHREE4pb31oR2LCk2J-EY&opi=89978449
- https://www.mckinsey.com/industries/private-capital/our-insights/global-private-markets-report
- https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/how-private-equity-is-using-m-and-a-integrations-to-overcome-headwinds
- https://www.mckinsey.com/industries/private-capital/our-insights/beating-the-odds-how-private-equity-firms-can-improve-exit-prospects
- https://www.linkedin.com/showcase/mckinsey-strategy-corporate-finance/
- https://www.linkedin.com/showcase/mckinsey-transformation/
- https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/
- https://www.mckinsey.com/privacy-policy
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