Operations
The Value Creation Plan That Survives Contact With the Business
By the time the deal closes, the value creation plan already exists. It sits in the data-room appendix as a returns bridge…
Accounts Payable Automation: What Actually Pays in the Invoice Pile
Accounts payable has had electronic invoicing standards for decades, and most finance teams still work a large share of their…
Private Equity Due Diligence: The Workstream Everyone Underprices
For most of the buyout era, due diligence meant two things: financial diligence to confirm the numbers and legal diligence…
Private Equity Value Creation Strategies: The Levers That Still Work
For much of the last two decades, a large share of the value buyout funds handed back came from rising…
Underwriting Automation: What Actually Pays Inside a Submission
The insurance industry standardised the submission decades ago. ACORD, the body that maintains the data standards commercial insurance runs on,…
Value Creation in Private Equity: Where the Returns Come From Now
Industry decompositions of buyout returns have long carried an uncomfortable message for the people who run the deals. Bain’s Global…
Where Benefits Administration Automation Actually Pays
The benefit enrollment file has had a national standard since the early 2000s. The HIPAA-mandated EDI 834 transaction was supposed…
What Operational Due Diligence Misses in an M&A Deal
Operational due diligence expanded into a formal discipline for a defensive reason. After the 2008 crisis and the Madoff fraud…
TPA Claims Automation: Why It’s a Margin Decision, Not an IT Project
For a third-party administrator, claims labor is the P&L, not overhead against premium. Where TPA claims automation actually protects margin…
The Fractional CDO, and the Seat Most Mid-Market Companies Never Filled
Wavestone’s 2024 Data and AI Leadership Executive Survey, the twelfth annual edition of a study formerly run by NewVantage Partners,…