𝗣𝗘 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻: 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝗳𝗼𝗿 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘁𝘂𝗿𝗻𝘀 In today's competitive PE landscape, value creation is the ultimate differentiator. Here are 5 key strategies with real-world examples: 1️⃣ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵: 𝗗𝗿𝗶𝘃𝗲 𝗧𝗼𝗽-𝗟𝗶𝗻𝗲 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 • Example: Vista Equity's investment in Cvent • Expanded product offerings and entered new markets • Result: Revenue grew from $111M to $569M in 5 years 2️⃣ 𝗠𝗮𝗿𝗴𝗶𝗻 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 • Example: KKR's investment in Capsugel • Implemented lean manufacturing and supply chain optimization • Result: EBITDA margins improved from 24% to 30% 3️⃣ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀: 𝗕𝘂𝘆 𝗮𝗻𝗱 𝗕𝘂𝗶𝗹𝗱 • Example: Thoma Bravo's playbook with software companies • Executed 500+ add-ons across portfolio • Result: Consistently outperformed market returns 4️⃣ 𝗗𝗲𝗯𝘁 𝗣𝗮𝘆𝗱𝗼𝘄𝗻: 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 • Example: Bain Capital's investment in Worldpay • Focused on rapid deleveraging post-acquisition • Result: Debt-to-EBITDA ratio decreased from 7.7x to 4.3x in 3 years 5️⃣ 𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗘𝘅𝗶𝘁 • Example: Hellman & Friedman's investment in Kronos • Transformed from on-premise to SaaS model • Result: Exit multiple expanded from 9x to 21x EBITDA Key considerations: → Tailor strategies to each portfolio company's unique situation → Align management incentives with value creation goals → Leverage data and technology to drive decision-making → Balance short-term wins with long-term sustainable growth How are you adapting your value creation playbook in today's market? What strategies have you found most effective in driving exceptional returns?
Loïs Meroux’s Post
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Perfect explanation of the TronMedia playbook!
𝗣𝗘 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻: 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝗳𝗼𝗿 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘁𝘂𝗿𝗻𝘀 In today's competitive PE landscape, value creation is the ultimate differentiator. Here are 5 key strategies with real-world examples: 1️⃣ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵: 𝗗𝗿𝗶𝘃𝗲 𝗧𝗼𝗽-𝗟𝗶𝗻𝗲 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 • Example: Vista Equity's investment in Cvent • Expanded product offerings and entered new markets • Result: Revenue grew from $111M to $569M in 5 years 2️⃣ 𝗠𝗮𝗿𝗴𝗶𝗻 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 • Example: KKR's investment in Capsugel • Implemented lean manufacturing and supply chain optimization • Result: EBITDA margins improved from 24% to 30% 3️⃣ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀: 𝗕𝘂𝘆 𝗮𝗻𝗱 𝗕𝘂𝗶𝗹𝗱 • Example: Thoma Bravo's playbook with software companies • Executed 500+ add-ons across portfolio • Result: Consistently outperformed market returns 4️⃣ 𝗗𝗲𝗯𝘁 𝗣𝗮𝘆𝗱𝗼𝘄𝗻: 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 • Example: Bain Capital's investment in Worldpay • Focused on rapid deleveraging post-acquisition • Result: Debt-to-EBITDA ratio decreased from 7.7x to 4.3x in 3 years 5️⃣ 𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗘𝘅𝗶𝘁 • Example: Hellman & Friedman's investment in Kronos • Transformed from on-premise to SaaS model • Result: Exit multiple expanded from 9x to 21x EBITDA Key considerations: → Tailor strategies to each portfolio company's unique situation → Align management incentives with value creation goals → Leverage data and technology to drive decision-making → Balance short-term wins with long-term sustainable growth How are you adapting your value creation playbook in today's market? What strategies have you found most effective in driving exceptional returns?
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🚀 Discovering Profitable Growth Delve into a discussion I had with the #ARRtist team. I'll share insights into driving growth and profitability in today's competitive market. A couple of topics we discussed: - The importance of maintaining Product-Market Fit for sustainable growth - Strategies for standardizing products and workflows to enhance operational efficiency - Understanding the role of M&A in creating industrial synergies - Building a high-performing organization through talent acquisition - The critical importance of execution in achieving growth and profitability goals https://lnkd.in/ezVSE75S #PSG #SaaS
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Dive into Mi3Australia's latest article and uncover the pivotal discussions from our recent roundtable lunch. 🚀 Together with industry-leading Marketing professionals and Mi3, we explored innovative strategies to enhance Customer Experience (CX) and propel businesses beyond the growth plateau. 🔗 Embark on a journey to transformative growth by reading the full article. To learn more about Customer Experience: https://lnkd.in/g4HX9qTZ #CustomerExperience #BusinessGrowth #Mi3 #AvanadeDoWhatMatters #AvanadeX Joan O'Reilly Emma Scales Dan Wilmott Collin Duff-Tytler Annie Ryan
No one doubts CX matters and equals better business. So why are efforts across Australian organisations flatlining? The hurdles stopping marketing, digital and CX leaders from experience uplift were the fodder over fine food at Mi3’s inaugural CMO roundtable lunch, run in Sydney in partnership with Avanade, a Microsoft ecosystem consultancy focused on creating relevant and enduring experiences that accelerate growth. Joan O'Reilly #sponsored
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Worth a read in the context of the challenging economic situation we are all impacted by. #avanadeproud
No one doubts CX matters and equals better business. So why are efforts across Australian organisations flatlining? The hurdles stopping marketing, digital and CX leaders from experience uplift were the fodder over fine food at Mi3’s inaugural CMO roundtable lunch, run in Sydney in partnership with Avanade, a Microsoft ecosystem consultancy focused on creating relevant and enduring experiences that accelerate growth. Joan O'Reilly #sponsored
What it really takes to unlock value from your experience uplift efforts | Mi3
mi-3.com.au
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𝗧𝗵𝗲 𝗞𝗲𝘆 𝘁𝗼 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗚𝗿𝗼𝘄𝘁𝗵: Is Your GTM Strategy Agile Enough for 2024? Today’s market landscape is evolving faster than ever, and traditional Go-to-Market strategies often fall short. The answer? Agility. As we look toward 2024, businesses need to adapt, respond, and pivot quickly to stay competitive—especially in regions like APAC and the US where consumer expectations and technologies are shifting rapidly. Here are 3 things you can do today to test if your GTM strategy is up to date: 𝗔𝘀𝘀𝗲𝘀𝘀 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗟𝗼𝗼𝗽𝘀 – How frequently are you gathering and acting on customer insights? Fast, data-driven adjustments are essential for remaining relevant. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝘃𝗲𝗻𝗲𝘀𝘀 – Do you have the flexibility to respond to emerging trends or sudden shifts in demand? Being able to pivot quickly is key to staying competitive. 𝗥𝗲𝘃𝗶𝗲𝘄 𝗬𝗼𝘂𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗦𝘁𝗮𝗰𝗸 – Is your tech enabling or limiting your GTM efforts? Ensure that your tools are integrated and scalable to support rapid adjustments and growth. What’s your take? How are you planning to keep your GTM strategy flexible next year? Let’s discuss!" #GoToMarketStrategy #BusinessGrowth #SaaS
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"Unlocking the power of data-driven value propositions can supercharge success rates for companies, offering a decisive edge of 10-20% in winning over customers. Harnessing insights and analytics doesn't just inform decisions—it propels organizations ahead in the race for market dominance." To know more https://zurl.co/eIWY #B2BSaaS #PostSales #ValueRealization #CustomerSuccess #SaaS
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For anyone searching for new podcasts, here is a great episode by ARRtist with Christian Stein in a conversation around driving growth and profitability in today's market
🚀 Discovering Profitable Growth Delve into a discussion I had with the #ARRtist team. I'll share insights into driving growth and profitability in today's competitive market. A couple of topics we discussed: - The importance of maintaining Product-Market Fit for sustainable growth - Strategies for standardizing products and workflows to enhance operational efficiency - Understanding the role of M&A in creating industrial synergies - Building a high-performing organization through talent acquisition - The critical importance of execution in achieving growth and profitability goals https://lnkd.in/ezVSE75S #PSG #SaaS
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Think thought leadership doesn’t impact SaaS? Branding Duniya proves otherwise—stand out by leading the way! In today’s crowded SaaS landscape, simply offering a great product isn't enough. To stand out, brands need to establish authority and trust. This is where thought leadership plays a critical role. Thought leadership in SaaS isn’t just about sharing knowledge; it’s about showcasing unique insights that address industry challenges and anticipate future trends. When done right, it builds credibility, attracts high-quality leads, and strengthens customer loyalty. 💡 At Branding Duniya, we believe in helping SaaS brands position themselves as industry leaders. By sharing valuable insights, engaging in relevant conversations, and providing solutions to real-world problems, you’re not just marketing—you’re guiding the industry forward. Are you ready to lead, not follow? Let’s talk about how thought leadership can elevate your SaaS brand to new heights. https://bit.ly/4bEziVt Sayan Roy #SaaS #BrandingDuniya #ThoughtLeadership #MarketingStrategy #B2BMarketing
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Another excellent read from ICONIQ Capital covering the state of #GTM in 2024. Especially useful is the thinking around tracking and dashboarding leading metrics, lagging ones, and corresponding actions plans https://lnkd.in/gx2V4Anx #SaaS #growth #scaling #salesops #leadership
ICONIQ Growth | The State of Go-to-Market in 2024
iconiqcapital.com
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🎉 Huge congratulations to our partner Optimizely on being named a Leader in the February 2024 Gartner® Magic Quadrant™ for Digital Experience Platforms! This marks their fifth consecutive year as a leader, recognized for their Ability to Execute and Completeness of Vision. Here’s why Optimizely shines: 🏆 Ranked #1 for B2B Use Cases and #2 for B2C Use Cases in the 2023 Gartner® Critical Capabilities for Digital Experience Platforms report. 🤝 Consistently meets customer needs and delivers innovative solutions If you’re looking to elevate your digital experiences, look no further than Optimizely One, the leading DXP platform. ➡ Get a complimentary copy of the report in the comments section below.
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Executive Chairman at ISCP TronMedia. M&A/Finance Leader. Digital Marketing & Media. Sustainable Development. International Meditation Teacher.
3moPerfect step by step explanation of the TronMedia playbook!