Welcome to Value Add
Value Add is the leading research journal for the operating side of private equity. We provide in-depth analysis of turnarounds, track portfolio companies, profile operating executives, research value creation best practices, and more. The reason thousands of dealmakers, operating partners, board members, and C-suite executives subscribe to Value Add is because we go beyond M&A news and cover what happens between the buyout and exit.
The operating side of private equity has never been more important. The average holding period of a PE-backed company increased from five to seven years over the past decade, and the majority of sponsor-backed value creation in portfolio companies now comes from operational improvements rather than financial engineering. It's critical that deal teams, operating partners, and portco executives have access to what's working — and not working — in private equity turnarounds.
Our subscribers, 70% of whom work in private equity, receive three in-depth emails from us each week that are highly curated and include expert analysis:
- Buyout Briefing: A weekly rundown of recent and pending buyout deals. We go beyond the headlines and provide detailed analysis of the target company's financial performance and how the acquiring buyout firm might approach its turnaround strategy.
- Portco Briefing: A weekly digest about PE-owned businesses. We share updates on active portfolio companies, including management changes, financial performance, and progress towards the PE firm's turnaround strategy.
- PE Insights: A weekly compilation of charts, case studies, and reports that dive deeper into private equity trends on both the investment and operating sides. We examine successful turnarounds, profile operating groups, and analyze buyout trends by industry and region.
Value Add is a must-read for professionals who want to monitor what's going on in private markets. Sign-up today for an individual subscription to access all our weekly briefings, case studies, reports, and other content for just $25 per month.