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What next for value creation in private equity?

05.26.2026 | Duration: 36:23

Paul Pan, Private Equity Leader for KPMG’s Deal Advisory and Strategy practice, discusses portfolio company value creation with PEI.

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Podcast overview

In a period of heightened macroeconomic and geopolitical uncertainty, where does private equity go from here? Join host Louise Fordham, Head of Special Projects for Private Equity at PEI Group, as she explores the future of value creation with industry leaders Paul Pan, Private Equity Leader for the Deal Advisory and Strategy practice at KPMG, and Sam Williams, Managing Director of Strategy and Investment Insights at Cinven. Together, they discuss how sponsors can ensure their portfolio companies are resilient to near-term shocks while building long-term, sustainable growth. The conversation covers key challenges and opportunities, from navigating supply chain disruptions and inflation to harnessing the power of artificial intelligence as a pivotal value creation lever.

 

Podcast Contents

  • [00:00] – Introduction: How are sponsors ensuring portfolio companies are resilient to near-term shocks in a volatile market?
  • [09:05] – Artificial Intelligence as a Growth Driver: How will the rapid maturation of AI change strategies for operating partners and portfolio companies, and where can it have the biggest impact?
  • [15:25] – Creating Runways for Growth: What initiatives should be the focus for building long-term, sustainable growth, including the role of M&A and refinancing?
  • [21:30] – Adapting the Operating Model: How are operating teams and their engagement with portfolio companies changing to meet new value creation priorities?
  • [27:18] – Positioning for a Successful Exit: A look at how exit routes are evolving and how sponsors can best prepare companies for a sale or IPO in the current environment.
  • [34:02] – Final Thoughts: The single most important value creation issue the market should be thinking about moving forward.

 

Meet our podcast team

Image of Paul Pan
Paul Pan
US Deal Advisory & Strategy, Private Equity Leader, KPMG US

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