Performance Improvement Strategies for Portfolio Growth

Private equity firms can grow revenue and still lose economic ground when pricing, labor productivity, supply chain, and other pressures compress margins. In this webinar recording, Crowe specialists explain how to pinpoint margin leakage, prioritize high-impact operational improvements, and convert action into stronger EBITDA, cash flow, and portfolio company value.

Webinar topics

Diagnose the sources and business impact of margin compression [5:30]

Learn how price realization, customer and product mix, and supply and demand complexity can cause revenue growth to outpace profitability. The speakers also explain why timely variance visibility is essential for choosing the right response and protecting EBITDA, cash flow, and enterprise value.

Match performance improvement levers to the root cause [23:27]

Explore a diagnostic map across demand planning and inventory, pricing and margin optimization, operations, supply chain, working capital, and organizational effectiveness. See how real-time key performance indicators, operating cadences, clear ownership, and disciplined prioritization can turn data into corrective action without overwhelming portfolio company management teams.

Apply the framework through private equity portfolio company case studies [41:04]

See how a medical device manufacturer, a commercial HVAC field services platform, and a fast-growing data center equipment manufacturer used standardization, better planning, operating models, and accountability to improve throughput, first-trip fix rates, service performance, and labor productivity while supporting scalable growth.

Note: Only attendees of the live webinar are eligible for CPE or CLE credit for qualifying webinars. If you view the webinar recording on this page you may not be eligible for CPE or CLE. For questions about CPE, contact [email protected]. Additional CPE information.