In this episode, Giacomo Sonnino, Advisory Director and Operating Partner at Charlesbank Capital Partners, shares how top PE firms connect diligence, underwriting and value creation to shape the first 12–24 months of an investment.
This discussion highlights how to identify and prioritize the value levers that matter most in services businesses—from upgrading sales engines to designing cross-sell motions that are genuinely executable. Learn how AI is redefining services today, with modernized offerings, targeted use cases and the build-vs-buy decisions that keep firms ahead of market shifts.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
Private Equity Value Creation Podcast