Value creation

January 25-27, 2027 | Orlando, Florida

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Building Exit-Readiness Value Creation

Private equity value creation has never been under more pressure as traditional playbooks are just no longer enough, with companies struggle with exit and liquidity. Regardless of their size, PE firms must build stronger, more resilient portfolio companies through a systematic approach to operational excellence, digital acceleration, multi-engined growth strategy, and disciplined capital allocation. Ultimately real value is proven in one place: measurable, sustainable EBITDA growth. After successfully launching the value creation for Private Equity community in Europe, we are bringing this as a core theme to expand our transformation ecosystem and community. With our existing CTROs - many of whom are already operating in a PE backed environment- this presents a fantastic opportunity to bring in additional operating partners’ perspectives to the fold and add strategic value.

Why Should You Attend the Value Creation for Private Equity Summit?

Strategic Growth

Explore how to create a comprehensive strategic plan, while rallying the entire organization around their role in contributing to growth, transformation and optimization, through leveraging data, analytics & technology.

Build Agile Foundation

Discover how to build an agile foundation by embedding continuous learning and experimentation across all levels of your organization.

Reduce Change Resistance

Build your own guide to change enablement that focuses on creating a culture of lasting change and transparent communication.

Adapt Quickly

Adapt quickly to disruption by building a governance model for your agile change and transformation roadmap, covering major organizational disruptions from lay-offs to mergers.

PRIORITISING YOUR VALUE CREATION LEVERS: GROWTH, PROCUREMENT, AI, AND M&A

A successful value-creation plan isn’t about doing everything — it’s about focusing on the right things at the right time. This session explores how to structure and prioritise for a balanced plan, ensuring leadership attention flows to the levers that actually move equity value during the hold period.

A practical five-pillar VCP: growth, procurement, AI, integration, and cash-funded M&A
How to prioritise between long-term bets and high-impact, near-term wins
Governance that creates focus: ownership, sequencing, and the role of the transformation office
How to measure value-attribution across growth, synergy, AI impact, and M&A

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PRE-ACQUISITION: IDENTIFYING VALUE CREATION OPPORTUNITIES THROUGH COMPREHENSIVE COMMERCIAL AND OPERATIONAL DUE DILIGENCE

More often than before, operating partners are being brought into the due diligence process in order to build a robust commercial and operational due diligence to unlock hidden value before an acquisition. Join this session to hear from experienced operating partners on how they have approached the due diligence process in evaluating the company’s commercial performance, operational readiness, and integration fit to ensure smarter investments and faster post-deal value realisation.

Uncover value drivers and risk factors early through operational and commercial due diligence
Explore methodologies for evaluating market positioning, customer base health, and revenue sustainability
Understand how to assess operational maturity, scalability, and integration readiness to inform post-deal planning.
Gain practical insights where due diligence led to successful value creation or helped avoid value traps.
Where can operating partners get involved in due diligence?
What are the perspectives from the Portco executives?

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WILL AI EAT SAAS FOR BREAKFAST? AND HOW DOES IT MATTER FOR VALUE CREATION?

Following several high-profile industry developments, SaaS’s dominance in the enterprise productivity space is increasingly being challenged by large language models and agentic AI capabilities. For private equity investors, this debate goes far beyond hype. It raises critical questions about portfolio resilience, pricing models, defensibility, and where the next wave of technology value will be created. In this session, value creation leaders will challenge some of the prevailing narratives around AI and SaaS and explore what this shift could mean for operators and investors.

Will AI agents replace the Saas model?
Is the SaaS “seat-based” model breaking? How to increase the gross margins as companies shift from SaaS to AI based models? G Are companies shifting the “Buy” vs “Build” strategies?
How will AI-enhanced products adapt through new pricing, contracting and commercialisation models?
Where will the next generation of defensible software companies emerge?

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Testimonials

A Lot of big ideas, smart conversations, and future-focused thinking at the Business Transformation World Summit. Grateful to be part of a global community pushing transformation forward thoughtfully and intentionally.

Stymiest and Associates

Being part of this community helps me learn, grow, and contribute at the same time. It’s one of those rare opportunities to step out of the day-to-day, learn from what others are doing, be inspired by the latest global trends, and bring an outside-in perspective to your work. You get to hear how other leaders are approaching similar challenges, and you can share lessons learned—not just the wins, but also the tough moments that build real capability.

Victoria Saplacan

Head of E.ON Business Excellence, E.ON

Keeping my knowledge base and perspective fresh and crisp is the most important reason. It’s easy to get too heads down focused on internal activity - every once in a while, it’s necessary to look around and be provoked by new people, ideas, and content.

Christopher Paquette

Chief Transformation Officer, Personify Health

From exchanging fresh ideas, to connecting with new industries and exposing yourself to new technologies, there's a clear ROI which you can take back to work.

Ashu Malviya

Head of Transformation & Automation Group - Global Commercial Business (B2B) American Express

This summit brings together leaders driving human- centric change, and it’s a space to share, learn, and challenge norms. Last year’s summit offered unmatched value, from visionary talks to practical breakout sessions.

Jon Nicols

Associate Director, Business Planning Center of Excellence, Clorox

I would say even if you're not a full change management expert or you don't have a lot of AI and technology chops, you should still come and get exposure to what's going on. It's a really great not only framework, but also a way to be inspired. They can then take back to their company to lead those transformational changes.

Epsilon

Sr. Principal, Organizational Transformation