Private Equity Insights & Resources
Reading for the people who underwrite, govern and lead value creation—each with a different question about the same investment.
- Operating partners
- How does the thesis become governed, owned work across the hold—without overloading management?
For operating partners
11 articles from the Compass library, selected for their relevance to private equity value creation.
- Written for private equity
The Next Acquisition Is Not the Growth Strategy
Written for PE-backed growth: talent architecture as part of the investment thesis and the operating system that converts acquisitions into capacity.
Read the Insight - FTB 80/20
Global Growth Dynamics: Revenue Growth vs. the Vital Few
Quads and quartiles on market, customer and product: how revenue growth turns into margin loss, and how allocation reverses it.
Read the Insight - FTB 80/20 · Strategic Intent
Choose the 80 Before You Design the Enterprise
The first design decision in a value-creation plan: name the vital few before redesigning the organization around them.
Read the Insight - SIMPLIFY · FTB 80/20
How Complexity Quietly Consumes Margin
Where complexity cost lands in margin, speed and leadership attention—often outside what the P&L shows.
Read the Insight - FTB 80/20
The Gardener's Choice — A Compass Fable
The Compass fable behind focus: the same resources yield more when concentrated on the vital few.
Read the Insight - FOUNDATION
Clean Sheet Organization Design: The Process
Designing the structure the strategy requires, starting from the vital few rather than the current org chart.
Read the Insight - LEAD
The Program Lens: Intake, Charter, Capacity, Honesty
Intake, charter and capacity: why value-creation portfolios stall when unranked work consumes leadership capacity.
Read the Insight - LEAD · ARC
Preserve the Traction. Architect the Constraint.
Preserve the execution system that works and address the constraint the current design keeps recreating.
Read the Insight - ARC
The Transformation Lens: Capacity to Absorb Change
Change fails at absorption more often than design—relevant to integrations and parallel value-creation workstreams.
Read the Insight - GROW
Capacity Is an Enterprise Decision, Not a Hiring Plan
Step-change growth decided as one enterprise question: demand, capacity, supply chain, workforce and capital.
Read the Insight - GROW · ARC
The Exit Lens: Value That Transfers Without the Owner
Transferable value: documented processes, governed data and named successors that hold without key individuals.
Read the Insight
Explore each discipline from a private equity perspective
Each page keeps the core definition and adds the private equity situation, desired outcomes and related reading.
Beyond the essays
- The Private Equity journey: ACCELERATEConnect the investment thesis with 80/20 focus, clean-sheet organization design and critical-path execution.
- Your first 90 daysA proposed working cadence from opportunity map to value-creation scorecard, scoped to the company’s readiness.
- Organizational Performance self-assessmentFifteen questions from a PE / operating partner perspective. Results stay in your browser.
- Exit PlanningCompass on building a more valuable, transferable enterprise ahead of a transaction.
Browse the full Insights library with the private equity filter
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