Interactive Working Group 1 | How leading PE funds are re-underwriting value during the hold: an adaptive approach (operating partners only)

October 20, 2026

This interactive discussion will focus on how the best PE firms build on deal diligence in a disciplined way by re-underwriting value during the hold period, not just at entry:

  • How rigorous re-underwriting is a powerful mechanism: combining pre-deal analyses with post-acquisition knowledge and experience to drive value creation
  • Uncovering opportunities after acquisition: how PE sponsors reassess/recalibrate the company’s potential and the actions required to realize higher returns
  • Sharing holistic approaches to what is reviewed during re-underwriting
  • At what point and how often are firms conducting re-underwriting? What works and what doesn’t in re-underwriting?
  • Dissecting the operating partner’s role in the process + all participants involved in it