? It starts with business fundamentals first. It starts with business fundamentals first. Get the basics right, then layer AI to make it faster, smarter, and more scalable. This isn’t about chasing the next shiny object, it’s about building solid foundations and using AI to create real, lasting impact. We’ve been there. It’s not easy, but it’s worth it. Impact doesn’t just happen, it’s driven. What are you seeing in your world? How are you navigating the shift? #AI #Growth #RenovarAI
Remember when PE was riding the wave of near-zero interest rates and ever-expanding valuation multiples? Those days are in the rearview mirror. Now, firms are scrambling to generate real operational improvements while distributions remain at their lowest in a decade. What caught my attention from Bain’s Private Equity Outlook 2025: - Carve-outs used to be reliable winners (3.0x MOIC before 2012!), but they've dropped to just 1.5x since then. Most sponsors aren't delivering the operational improvements they once did. - Revenue growth and multiple expansion still account for 94% of value creation, while margin growth contributes a measly 6%. In an era of elevated tech valuations, that's a recipe for disappointment. The winners in this dynamic market are those who can find real alpha through strategic and operational excellence—not just financial engineering. As the Partners here at JJA look across the C-suite landscape, the difference between mediocre and extraordinary results increasingly comes down to leadership talent that can drive real transformation. Keen to compare notes… https://lnkd.in/eUSiZ3FV