pei operating partners forum effective board meetings and value creation

Effective board meetings are crucial for creating value in a private equity investment. A well-prepared board meeting can make all the difference in driving growth and returns.

According to the PEI Operating Partners Forum, a board meeting should be held at least quarterly. This frequency allows for regular monitoring of the portfolio company's progress and timely intervention when needed.

A productive board meeting requires a clear agenda and preparation from all attendees. This includes the operating partner, the CEO, and other key stakeholders.

The operating partner plays a vital role in facilitating effective board meetings. They can help ensure that the discussion is focused, the decisions are informed, and the action items are clear.

The Operating Partners Forum is an annual event that brings together the largest global community of private equity operating partners.

It's a chance for leaders to share best practices and network with peers. The forum provides an opportunity to shape the future of the industry.

The 13th edition of the forum will take place in New York, offering a platform for leaders to come together and discuss the best strategies to deliver value and growth.

Curious to learn more? Check out: Forum Tonight

The Operating Partners Forum is an annual event that brings together the largest global community of private equity operating partners. This event provides a unique opportunity for leaders to share best practices and network with peers.

The forum has a long history, with the 13th edition already planned for New York.

Broaden your view: Labor Start Forum

The Operating Partners Forum has seen a significant shift in focus this year, with a growing emphasis on digital marketing. This is a notable change from previous years, where scaling the sales organization was a major priority.

As a result, Private Equity firms are now considering adding Operating Partners with specialized digital marketing expertise to drive demand and expedite sales funnel flow across their portfolio companies. This move is aimed at leveraging the marketing organization's potential.

Interestingly, when polled, 52% of respondents viewed the marketing organization as an underutilized asset with upside potential, while 42% saw marketing as a key revenue generator. Only 6% saw marketing as a cost center.

The lack of confidence in tracking Return on Marketing Investment (ROMI) is a pressing concern, with 66% of operating partners stating they are "not at all" confident in their Portfolio's ability to track ROMI, and 0% being very confident. This highlights the need for better ROMI tracking and measurement.

Suggestion: Digital Marketing Operations

Discussions at the Operating Partners Forum highlighted that AI's impact is more about refining core processes than being a game-changer.

At portfolio companies, there's a shift from using financial engineering to drive value extraction to improving operating performance sustainably.

Maintaining pricing levers and ensuring sustainable profitability were key concerns arising from the material inflation conversation.

We're seeing a shift in focus from short-term gains to long-term performance improvement.

Apurva Nair shares insights on key trends for operating partners, which can be a valuable resource for those looking to stay ahead.

Kevin Hauser discusses more takeaways from the event, offering a deeper dive into the topics that mattered most.

The PEI Operating Partners Forum Europe is a must-attend event for value creation professionals. It's the largest European event dedicated to operating partners, with a new interactive agenda and more operating partners-only sessions than ever before.

This year's event will take place in London in May, providing a great opportunity to foster business relationships and shape future value creation plans. The event will be a critical time to discuss strategies for delivering value and growth.

Board Intelligence hosted a lively panel discussion on board effectiveness at the 2019 PEI Operating Partners Forum: Europe. The panel featured three experienced board members, including Nico Helling, Warwick Nash, and Matthew Parker.

The panel shared their perspectives on portfolio company board meetings, with key takeaways from their discussion.

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