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The Metrics Look Fine. So Why Is the Business Stalling?
David Newcomb has done something rare in private equity. He operated through two separate transactions at the same company, including the founder exit, and watched the second buyer walk in and say they were acquiring the business because of what he had built. That vantage point gave him a phrase every operator, board member, and sponsor should carry: value drift.
We spent this conversation unpacking what value drift looks like from the inside, why the board pack stays green while the real signals are moving in the wrong direction, and what happens to organizations when leadership changes come…
The skinny
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