The PE Operator's Guideto Portfolio Value Creation

Strategic frameworks for private equity operators driving revenue growth in portfolio companies. From commercial due diligence to post-close value creation, the playbooks that maximize returns.

PE Operator Conversations

Private equity leaders discuss deal sourcing, due diligence, and value creation

All episodes
Podcast
33 min

The Human Edge in an AI-Driven World   

In this episode of the SBI Growth Podcast, Mike Hoffman, CEO of SBI, sits down with Dom Colasante, CEO of 2X Marketing, to explore how GTM leaders are balancing human expertise and AI to navigate uncertainty, drive growth, and redefine productivity.
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Podcast
24 min

Part 3: Ages and Stages of a Growing Company

In this episode, Anthony Erickson, SBI Senior Partner, hosts JD Miller, author of “The CRO’s Guide to Winning in Private Equity,” to discuss the implications of a growing company, and the necessary mindset and strategy adjustments that come with major transitions. They dive into the tough decisions leadership must make in order to maintain focus on the long-term goals of an organization.
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Podcast
18 min

Part 1: The Power of Predictability to Drive Sustainable Growth

In this episode, Anthony Erickson, SBI Senior Partner, hosts JD Miller, author of “The CRO’s Guide to Winning in Private Equity,” to explore the critical role predictability plays in achieving consistent growth in today’s fast-moving business environment. Together, they break down the common challenges business leaders face when trying to predict outcomes and provide practical solutions for improving forecasting.
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PE Success Story

How PE Firm Drove 3x EBITDA Growth

When a leading PE firm acquired a B2B software company, they partnered with SBI to transform GTM operations, resulting in 3x EBITDA growth and a successful exit at premium valuation.
3x
EBITDA Growth;
$50M
Revenue Impact
24 mo
Time to Exit
Read the full story
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SBI helped us build revenue operations that scale across continents, languages, and business units.

Quick Tips for PE Operators

Actionable value creation insights for portfolio company improvement

Assess Revenue Quality Early

Customer concentration, churn trends, and retention rates reveal growth sustainability.

Benchmark GTM Efficiency

Compare CAC, LTV, payback periods vs. industry peers to identify improvement areas.

Install Forecast Discipline Immediately

Rigorous forecasting process creates predictability and board confidence from day one.

Prioritize Quick Wins

Identify 3-6 month initiatives that demonstrate momentum and build credibility.

Right-Size the GTM Team

Assess talent, capacity, and coverage ratios. Fix team composition before scaling.

Build Exit Story From Day One

Every initiative should connect to exit valuation drivers and multiple expansion.

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Schedule a confidential discussion with our PE advisory team to explore due diligence, value creation, and portfolio optimization strategies.

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