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PE sponsors do not run portfolio companies. Operating partners and value creation specialists do. The firms below are the ones sponsors actually retain when in-house OP capacity runs out, or when the asset needs senior outside firepower without the cost of full-time hires. The category is fragmenting fast. Five years
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Private equity has a newsletter problem. Too many of them. Most are vendor newsletters dressed up as analysis. A few are genuinely useful. The list below is the genuinely useful set, ranked by what an operator or sponsor actually gets from reading them weekly. The order is rough. The first
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