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What Is a Growth Execution Firm? The Complete Guide
The category engines keep confusing with growth equity. What a growth execution firm does, when PE firms bring one in, and how to evaluate one.
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Bain’s private equity franchise is almost offensively well positioned.
80% of the world’s largest PE firms as clients. More than half of major buyouts advised on since 2000. 22,000 diligence projects. 6,500 portfolio engagements. That is a toll road with better PowerPoint formatting. Now add OpenAI. The bet is obvious. Private equity gives Bain the perfect
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“We’re on a mission from God.”
Unfortunately, God appears to have delegated the exit plan to the deal team. There are 106 days left. Organic growth is missing. Half the management team is polishing the same three add backs. The QoE is beginning to resemble forensic archaeology. And someone still believes a buyer will pay 14x
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BCG appears to have committed the most offensive act in modern consulting.
It made a different bet. While McKinsey and Bain were trimming people and discovering “efficiency” with all the enthusiasm of a CFO holding a chainsaw, BCG kept hiring. Now it is reportedly larger than McKinsey by headcount. 37,000 plus people. $13.5bn of revenue. AI-tied revenue moving from
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The Claymore Way
The_Claymore_Way White paperThe_Claymore_Way White paper.pdf1 MBdownload-circle Most companies are celebrating the sound of water hitting a very leaky bucket. Revenue is coming in. Leads are coming in. The phones are ringing. The dashboard has many colours, which always reassures the board. Lovely. But nobody
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How to build a modern PE firm: don’t modernise the deck, rebuild the engine.
How_to_Build_a_Modern_PE_Firm White paperHow_to_Build_a_Modern_PE_Firm White paper.pdf1 MBdownload-circle Private equity got very good at taking credit for the interest rate cycle. Buy a company. Add debt. Wait for multiples to expand. Call it value creation. Collect carry. Buy
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What Is a Reverse TSA? Definition, Examples and Key Terms (2026)
Buyers plan for the TSA they will receive and get blindsided by the one they must provide. What a reverse TSA covers, when it arises, and the terms that keep it short.
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Diligence Firm vs Growth Execution Firm: Who Does What in a PE Deal (2026)
One firm decides whether the deal model holds. The other makes it true. What commercial diligence firms and growth execution firms each do, why 2026 blurred the line, and whether one firm should ever do both.
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Growth Equity vs Growth Execution: The Two “Growth” Categories PE Keeps Confusing
One is capital, the other is capability. Why sponsors searching for growth execution get growth-equity league tables, and how to tell the two categories apart.
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There are certain phrases in private equity that should come with warning labels.
“Highly fragmented market with significant consolidation opportunity” is one of them. It’s the siren song of the investment committee. Thousands of small operators. Aging founders. Limited institutional ownership. Loads of whitespace. Buy at 6x, bolt them together, sell at 12x. By slide 17, everyone can already see the carry.
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McKinsey has said the quiet bit out loud.
Headcount down 9,000 since 2022. Revenue flat for five years. A quarter of global client fees now outcome based. 72% of employees using Lilli. And then the line that should make every strategy consultant check whether their security pass still works: “The fundamentals of the professional services model are
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Christopher Nolan has a better track record than most private equity funds.
Thirteen investments over 28 years. Around $1.7 billion deployed. More than $7 billion of projected box office. Twelve hits and one asset that had the mild inconvenience of being released during a global pandemic. The Odyssey has just opened with $264 million worldwide against a reported $250 million production