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ProAction's Productivity Pulse - May 2026
Most operational issues are not dramatic enough to kill a deal. They do not invalidate the thesis. They do not destroy the model. They rarely trigger a walk-away decision. Instead, they quietly erode returns through delayed execution, stalled initiatives, leadership strain, and missed EBITDA targets. In the latest Productivity Pulse, Founding Partner and Author Tim Van Mieghem explores why operational risk is not a one-time diligence exercise, but a lifecycle variable that mu
The Pro-Action Group
May 281 min read


Operational Issues Rarely Kill Deals, They Kill Returns
Unless You Systematically Assess Risk Throughout the Hold By Tim Van Mieghem | Founding Partner | Author of Shocking Profit & Keynote Speaker If Operational Risk Is So Dangerous, Why Didn’t We Walk-Away? Because most operational issues aren’t fatal. They don’t trigger walk away discussions. They don’t invalidate the thesis. They don’t blow up the model. Instead, they show up as: Execution that’s slower than expected EBITDA that’s real but late Initiatives that stall quiet
The Pro-Action Group
May 264 min read


The Assumption That’s Quietly Breaking PE Models
“Operations can wait until after close.” By Tim Van Mieghem| Founding Partner | Author of Shocking Profit I hear this constantly in Investment Committee discussions. The deal gets underwritten on growth assumptions, market tailwinds, and multiple expansion. Operations are treated as something you “fix later”, once ownership is secured. That logic used to work. It doesn’t anymore. As leverage becomes more expensive and multiples compress, execution is now the primary drive
The Pro-Action Group
May 112 min read
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