Dry Powder: The Private Equity Podcast Bending the Revenue Curve w/ Permira’s Dipan Patel
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Oct 14, 2025 Dipan Patel, Co-CEO of Permira, shares his insights on driving revenue growth across portfolio companies through a unique, sector-embedded approach. He emphasizes the importance of prioritizing revenue over margin, discussing how former operators in their value creation team spearhead growth. Patel reveals strategies for creating clear exit theses that appeal to future buyers and highlights the role of an entrepreneurial culture in attracting top talent. The conversation illuminates how a focus on growth and competitive moats can transform businesses.
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Sector-Embedded Value Creation Works
- Permira embeds value-creation specialists inside sector teams rather than running a central, consultant-heavy group.
- This sector-embedded model aligns expertise directly with investments and speeds implementation.
Operator Specialists Drive Execution
- Permira hires point specialists with operator backgrounds to drive practical change across portfolios.
- These operator-led experts focus on top-of-P&L growth as well as margin work where needed.
Revenue Beats Margin For Exit Value
- Bending revenue is harder than expanding margins and more critical to get paid at exit.
- Buyers reward historic growth, so Permira prioritizes demonstrable top-line acceleration.