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Value Creation
The Private Equity Value Creation Glossary: 14 Operating Terms PE Investors Actually Use (2026)
A plain-English glossary of the 14 operating and value-creation terms private equity investors actually use in 2026, each defined in two sentences with links to the full explainer.
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The Doubled Hurdle: Why Every Private Equity Return Now Runs Through the Operator CFO
The return math in private equity quietly reset. The growth a deal needs has roughly doubled, and it has to come out of the business, not the cap table. The seat that clears it is the CFO, redefined.
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Operating Partner vs Turnaround Firm: When a PE-Backed Company Needs Which
Both promise to fix a portfolio company, but they answer different questions. If the business needs to grow, you want an operating partner. If it needs to stop bleeding, you want a turnaround firm.
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The Eight-Year Hold: Private Equity's $4 Trillion Backlog Is Now an Operating Problem
The deal was underwritten for five years. The company is still here in year eight. Almost nobody planned for the difference.
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Every PE conference is the same conversation in a different hotel.
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PE is full of buyers pretending to be builders.
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Reference calls kill deals more quietly than diligence ever will.
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The home services arbitrage is still alive.
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