private equity Archives - Entytle
private equity
From Deal Thesis to EBITDA Reality: Why PE-Backed OEMs Must Fix Their Aftermarket Execution
When private equity firms acquire industrial OEMs, the investment thesis looks bulletproof: unlock recurring revenue from the installed base, expand aftermarket margins, and drive sustainable EBITDA growth. It’s compelling on paper. Six months post-close, though, operating partners face a different story—the aftermarket engine promised during diligence is still idling in neutral. The gap between deal […]
The Untapped Value Lever in Private Equity Portfolios: Aftermarket Intelligence
Every operating partner knows the feeling. You’re sitting in a quarterly portfolio review, looking at yet another OEM that’s underperforming on aftermarket revenue again. The management team acknowledges the opportunity. They’ve even invested in “digital transformation” initiatives. But somehow, the aftermarket remains a black box. Parts sales plateau. Service contracts expire unnoticed. The installed base
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