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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 m

Why “Good Companies” Still Leave Money on the Table Most leadership teams believe they understand where their profit comes from. They track revenue, margin, EBITDA, and growth. They know which customers matter. They believe they are managing costs. And yet, in company after company, there is profit hiding in plain sight. Not theoretical profit. Not future upside. Real, measurable profit that never shows up on the income statement because it is trapped inside day-to-da

Why Sales Growth Doesn’t Increase Profit Sales are growing. Demand is strong. The pipeline looks healthy. Yet profit barely moves. This month’s Productivity Pulse takes a direct look at what’s happening inside organizations where growth isn’t translating into EBITDA, and why operational clarity determines whether growth becomes a catalyst or a constraint. Sales growth is a stress test. The difference is operational clarity. Let’s build something great. Inside this issue: Why