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PLAYBOOKS
Margin Leakage Diagnostic
Most leadership teams have done the right things. They have launched cost programmes. They have renegotiated suppliers. They have pushed for growth to absorb overheads. Yet margins stubbornly refuse to improve. This diagnostic is designed to help CEOs answer a simple but uncomfortable question: If margins are not improving, where is value actually escaping?
CEO Value Creation
Across organisations, the diagnostic consistently shows: (i) pricing, mix, cost, and productivity are managed in silos, (ii) cost receives the most attention, but is rarely the biggest leak, and (iii) the largest opportunities sit between functions, not within them. This playbook exists to help CEOs answer the next question: Now that I see where value is leaking, how do I reset the system without destabilising the business?
VIDEOS
01 What is Value Creation?
In this episode, we bust the biggest myths around value creation, from blind cost-cutting to flashy tech fixes. Using our 3P framework (Product, Process, People) and the 5C test (Revenue, Margin, Capital, Capability, Culture), we decode what real transformation looks like.
03 Building Value Plans That Actually Work
In this episode, we analyse why most transformation roadmaps collapse by Q2. Learn why most value creation plans fail and how to design execution-proof roadmaps using a proven pyramid model.
05 Change Management That Sticks
If execution wins the race, change management keeps the wheels on. In high-pressure PE environments, rapid change often leaves teams behind, causing initiatives to stall. This episode breaks down why change fails in PE-backed firms and how to make it stick.
07 Operational Excellence as a Competitive Moat
Anyone can cut costs. Few can build a moat that pays dividends every quarter. Operational excellence isn’t about squeezing costs till your teams squeal, it’s about embedding a mindset that compounds advantage
09 Buy-and-Build & Bolt-On Integration
Today, we’re diving into a strategy that private equity loves almost as much as Excel macros: Buy-and-Build, with a spotlight on bolt-on integration. Because buying companies is easy. Integrating them?
11 ESG as a Source of Value, Not Just Compliance
In this episode, we break down how sustainability initiatives deliver real returns: ESG-linked financing lowering cost of capital, procurement practices improving margins, waste management adding millions in savings, and LP storytelling boosting fundraising credibility.
13 Preparing for Exit: Multiple Expansion Strategies
When it’s time to sell, buyers aren’t just looking at your balance sheet, they’re buying your future story. In this episode, we break down how to engineer multiple expansion, turning a 7x EBITDA exit into a 10x+ outcome.
15 Cost Optimization: Smart Cuts that Protect Growth
Today, we’re diving into a strategy that private equity loves almost as much as Excel macros: Buy-and-Build, with a spotlight on bolt-on integration. Because buying companies is easy. Integrating them?
17 Commercial Excellence: Driving Growth Through Sales Effectiveness & Channel Strategy
In this episode, we unpack how C-suite leaders can drive top-line growth during a turnaround by sharpening sales effectiveness, optimizing channel strategy, and unlocking high-impact revenue levers.
19 Customer Experience as a Driver of Growth & Retention
In this episode, we explore how customer experience (CX) can drive revenue, loyalty, and profitability — even in turnaround situations. From journey mapping to personalization at scale, and from omnichannel integration to service recovery, you’ll learn practical strategies backed by real-world examples.
02 Where Do You Look for Value?
In this episode, we go beyond buzzwords to uncover hidden value in businesses. Learn how to spot value creation opportunities using a structured diagnostic approach trusted by top consultants and private equity firms.
04 Execution Excellence
A great plan is useless unless brought to life with discipline, visibility, and ownership. In this episode, we break down why 70% of transformations fail. Build your rhythm, track what matters, and celebrate weekly wins!
06 Sophisticated Cash & Treasury Management
Revenue may excite boards, but cash funds transformation, buffers volatility, and fuels M&A moves. Learn how to weaponize cash through working capital optimization, centralized treasury architecture, and 13-week rolling forecasts.
08 Digital & AI-Powered Transformation
How many “digital strategy” decks are actually just glorified app wish lists? Tech prioritization starts with outcomes. Not logos. Not shiny platforms. Outcomes. Digital’s not about being cool. It’s about being useful.
10 Talent and Leadership as Value Creation Levers
This episode dives into how top PE firms turn leadership, culture, and talent pipelines into measurable EBITDA uplift. From predictive C-suite assessments to incentive alignment, we explore real case studies where the right people strategy drove outsized returns.
12 Data Analytics as a Performance Multiplier
Analytics isn’t just about reporting, it’s about deciding faster, predicting better, and scaling what works. In this episode, we unpack how PE firms and portfolio companies use real-time dashboards, predictive models, churn analytics, and dynamic pricing to unlock new value.
14 Pricing Power: Strategic Pricing as a Lever for EBITDA Expansion
From value-based pricing to dynamic models, bundling strategies, and inflation pass-through, we explore practical frameworks and real-world examples from PepsiCo, Adobe, Delta Airlines, Microsoft, P&G, Netflix, Tesla, and Caterpillar.
16 Working Capital Optimization: Unlocking Cash for Growth
This episode dives into how top PE firms turn leadership, culture, and talent pipelines into measurable EBITDA uplift. From predictive C-suite assessments to incentive alignment, we explore real case studies where the right people strategy drove outsized returns.
18 Tech Modernization: ERP, Cloud & Data Infrastructure to Enable Scale
From ERP transformations to cloud adoption and modern data infrastructure, we examine real-world success stories from Mondelez, Carrier Global, FedEx, Pinterest, Unilever, Siemens, and Domino’s Pizza.
20 Portfolio Rationalization and Adjacencies
In this episode, we explore how smart companies grow not by doing more — but by doing less, better. This episode breaks down the discipline of portfolio rationalization and adjacency expansion, showing how leaders prune clutter, map strategic growth, and focus innovation for impact.
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