Let the Numbers Tell the Story: Strategic Involvement in Thesis Investing

In today’s competitive private equity landscape, thesis-driven investing demands more than financial oversight—it requires strategic, hands-on involvement throughout the lifecycle of the deal. Plante Moran partners Michele McHale and Felicia Donaldson join GrowthTV to discuss why financial oversight alone is no longer enough, how to implement KPIs that align with your investment thesis and how these strategies drive measurable value at exit.

For a deeper dive into turning your investment thesis into measurable results, explore Plante Moran’s guidance on aligning strategy with execution across your portfolio.

This episode is brought to you by Plante Moran, one of the nation’s largest accounting, tax, consulting, and wealth management firms. Plante Moran supports nearly 2,200 private equity and portfolio company clients across industries including manufacturing, healthcare, technology, energy, business services, and construction.

GrowthTV is produced by the Association for Corporate Growth. To learn more about the organization and how to become a member, visit www.acg.org.