We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways. We at Frenus support PE-backed manufacturers with the market intelligence needed to unlock revenue from idle production capacity. You can find more info here: https://www.frenus.com/usecases/unlock-revenue-from-idle-production-capacity This edition examines a pivotal shift in the private equity landscape as the era of inexpensive debt and financial engineering concludes. Experts argue that sustainable returns now depend on Operational Alpha, requiring firms to transition from passive oversight to hands-on leadership and systemic value creation. Artificial intelligence is emerging as a critical third pillar of this model, though its success relies heavily on robust data foundations and experienced human operators. Concurrently, the industry faces significant liquidity challenges, with stalled exit timelines and a massive backlog of unsold assets forcing a move toward creative secondary markets and continuation vehicles. Amidst these pressures, there is an increasing focus on leadership agility and employee ownership as essential components for scaling portfolio companies in a hyper-competitive environment. Ultimately, the sources suggest that the firms most likely to thrive are those that successfully integrate technological innovation with disciplined, back-to-basics operational excellence. This podcast was created via Google Notebook LM.

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