10+ hours of podcasts, in 5 minutes.
5 quotes from 2 episodes on Karma School of Business, each with a timestamped link to the source.
Sean Mooney reports that private equity firms prioritize early value creation plans and profitability tactics. These investors dedicated 84% of their scoping projects to value creation in the third quarter of 2026 to defend valuations against aggressive buyer scrutiny.
Profitability tactics establish the baseline earnings figure that ultimately determines a final exit valuation.
“…the profitability tactics will impact essentially what the multiple will be applied to. It sets the baseline on what you're going to get paid on.”
From Why Private Equity Shifted 84 Percent of Focus to Value Creation
Limited partners strongly pressure private equity sponsors to sell existing companies and return capital.
“The LP community continues to beat their table saying you got to sell. We're hearing that from everyone.”
From Why Private Equity Shifted 84 Percent of Focus to Value Creation
Drafting value creation plans before a deal officially closes gets the entire company moving immediately.
“You're getting everyone running before they say start.”
From Why Akoya Capital Drafts Value Creation Plans Before Deal Close
Sean Mooney notes that inflation and rising gas prices keep investors focused on cost containment. Sponsors dedicated 84% of scoping projects to value creation work in the third quarter of 2026.
“…three of the five past quarters have really been around profitability and I think a large part of that has to do with inflation and some of the influences with oil and gas rising rates...”
From Why Private Equity Shifted 84 Percent of Focus to Value Creation
Waiting until after a deal closes causes leaders to waste time calibrating. Sean Mooney states that finalizing plans during confirmatory diligence eliminates a 100-day delay in strategic alignment.
“…zigzag afterwards where you're trying to take time and calibrate things.”
From Why Akoya Capital Drafts Value Creation Plans Before Deal Close
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