What’s keeping PE awake: Managing the next downturn

ndetails

The real test of a management team comes when they need to quickly shift from growth to cost reduction. This day of reckoning may soon be coming. Recent market uncertainty has stalled growth in Europe and China. With these motor’s stuttering, the risk of a sharp downturn has increased. And, with full deal prices and high debt levels, the margin for error has decreased when markets turn. This is both a risk and an opportunity, depending on the portfolio company’s ability to change gears quickly.

This month’s InFocus features a Humatica column from RealDeals magazine on how to master the shift from growth to consolidation in order to win share and grow value.

Managing through the next downturn

>Link to RealDeals article

Related Insights

The Agentic AI Inflection Point: When AI Stops Answering Questions and Starts Running Processes
24 Juni, 2026 By Bryan Turner

The Agentic AI Inflection Point: When AI Stops Answering Questions and Starts Running Processes

For the past three years, the AI conversation in business has been primarily about AI as an assistant — a tool that helps humans work…

Read more arrowicon
The Eight Types of AI Your Business Needs to Understand — and Why Treating Them as One is a Strategic Mistake
08 Juni, 2026 By Bryan Turner

The Eight Types of AI Your Business Needs to Understand — and Why Treating Them as One is a Strategic Mistake

One of the most persistent sources of confusion in business conversations about AI is the habit of treating ‘AI’ as a single, monolithic technology. It…

Read more arrowicon
Part II — Designing a Target Operating Model That Truly Enables Strategy
27 Mai, 2026 By Claudio Limacher

Part II — Designing a Target Operating Model That Truly Enables Strategy

This is the second article in a three-part series on designing and implementing a fit-for-purpose Target Operating Model. In Part I, we explored how to…

Read more arrowicon

Abonnieren Sie unseren monatlichen Newsletter und andere News Updates

Erhalten Sie jeden Monat Neuigkeiten und wertvolle Perspektiven zu Themen der organisatorischen Effektivität