From Product Potential to EBITDA: The Missing Layer of the Value Creation Plan
What if one of the most overlooked routes to EBITDA improvement is already built into the products a company sells? In many portfolio companies, the product portfolio carries more financial leverage than it appears to at first glance. Decisions around architecture, specifications, variants, materials, positioning and development priorities can quietly shape margins, pricing power and […]
Why Product Due Diligence Should Go Beyond Technology and Market Fit
Traditional due diligence can tell investors whether a business is financially sound, commercially attractive and technically viable. But in product-driven companies, that is not always enough to understand how much value is really sitting inside the business. A product can be functional, technically robust and accepted by the market while still containing significant untapped value. […]
The Hidden Product Value Private Equity Often Leaves Untapped
Private equity has become highly sophisticated in strategy, finance, leadership and operational improvement. Yet in many portfolio companies, one of the most important sources of value remains underexplored: the product itself. For many businesses, especially those where physical products are central to revenue and differentiation, a significant part of enterprise value sits inside the product […]
SHAPING THE FUTURE OF PRODUCT-CENTRED PRIVATE EQUITY
Why portfolio value creation needs a dedicated product operating layer Executive Summary Private equity firms possess exceptional capabilities in finance, strategy, transactions, governance and performance management. However, in companies whose economic performance depends on physical products, an important part of enterprise value remains difficult to see, assess and control. Revenue, gross margin, EBITDA and market […]
