Strategic capital is now on European defence cap tables. What that does to a commercial leadership brief, and the part sponsors do not write into it.
Goldman counts 150 European companies whose lenders took the equity since 2017. Over 80% sit under €75m EBITDA. What that means for who runs them.
Three start-ups won German drone orders, then the incumbent signed for more than all three combined. What European defence procurement means for the C-suite.
Shared control at the top of European software is more common than sponsors assume. What a Co-CEO structure means at entry, scale and exit.
Private equity’s most frequent senior hire is also its most poorly specified. The first institutional CFO brief is set by ownership structure, not sector.
Private equity spent a decade cutting the COO. In an operational-return era of longer holds, the seat is back and the people who can fill it are scarce.
Most PE firms have committed over $1M to AI. Under 5% of their portfolio companies have fully integrated it. The gap is a leadership problem — and the AI Operating Partner is the role closing it.
95% of PE funds say AI is meeting its business case, but only 17% are winning. The gap is a leadership problem, not a technology one.
As Europe’s take-private wave accelerates, the CEO retention decision at point of deal is the most consequential and least prepared talent decision in private equity.
The EU Pay Transparency Directive becomes law on 7 June 2026. Here is what every PE-backed CEO and sponsor board needs to do before the deadline to stay compliant and gain a talent advantage.