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Strip the Veneer and Enterprise Value Creation Is a System
Why business needs fewer promises, fewer theories and a clearer path from diagnosis to measurable results. I was going through my Google Alerts for enterprise value creation when I came across an article with the rather ambitious title, “Galactic Alignment through Collective Evolution.” I clicked, not exactly sure what I expected. What I found was…
Read MoreWhat FreedomFest 2026 Revealed About America’s Innovation Conversion Rate
America’s innovation conversion rate, not its supply of ideas, is the number I could not stop thinking about on the drive home from Las Vegas. In early July I served as an investor judge at FreedomFest’s Principled Business Pitch Competition’s first round. Twenty-two founders with ninety seconds each to move from round one into the…
Read MoreThe $81 Billion Bet: Rethinking Merger Value Creation
The proposed $81 billion Paramount–Warner Bros. Discovery merger has been framed around one headline number: $6 billion in projected synergies. But does synergy alone create enterprise value? This article argues that financial models measure outcomes—not the structural alignment that determines long-term success. By examining the deal through the EVCR lens, it explores why durable merger…
Read MoreIndustry Is Not Destiny: What the Best Value Creators Do Differently
BCG’s latest Value Creators rankings reveal a dramatic shift in industry leaders, but the real story isn’t about sectors—it’s about systems. While macro trends influence performance, the companies that consistently outperform are those with disciplined execution, aligned leadership, operational excellence, and a clear value creation strategy. This article explores why industry is not destiny, how…
Read MoreThe Stellantis Turnaround Is Real, But They Shouldn’t Have Needed One.
Stellantis’ turnaround is beginning to show promise, but the more important lesson is how the company allowed value to erode long before the financial damage became obvious. This article traces the pattern from structural drift to operating breakdown and, finally, financial decline, showing how pricing, inventory, dealer incentives, quality, and product strategy were all symptoms…
Read MoreValue Creation Moves to the Front of the Private Equity Thesis
Private equity firms are investing in operational improvement earlier than ever, but is acting sooner enough? Drawing on new industry research, this article argues that while KPIs, AI, and operating partners all play important roles, they are not substitutes for structural diagnosis. Financial results are often the last indicators to change—long after value has already begun to erode. The real advantage lies in identifying the conditions that create or destroy enterprise value before they appear in the numbers, turning value creation from a reactive exercise into a disciplined, system-wide capability.
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