Looking for Leverage

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Debt to EBITDA Ratios: The One Metric That Quietly Drives Private Equity
The last 25 years of Debt to EBITDA trends, and what's going on today
 • 
CJ Gustafson
Your Guide to Roll-Ups: Multiple Arbitrage in Action
Breaking down the most trusted playbook in PE
 • 
CJ Gustafson
4
If you want to trick investors, tell them about your CARR
Why CARR is not ARR, and how it eventually bites you in the ass
The CEO’s Toolkit: Capital Allocation in a PE-Backed World
Most CEOs Neglect This Critical Skill
 • 
CJ Gustafson
2
Your Business Model Didn’t Break...Your Org Chart Did
Metcalf's Law, and forecasting org complexity
 • 
CJ Gustafson
2
Should I Push My Customers to Sign Longer Contracts?
And how do I incentivize them to do so?
 • 
CJ Gustafson
Context as a Competitive Moat
Identifying your data gravity in the age of AI
 • 
CJ Gustafson
Looking for Leverage
Looking for Leverage
A weekly playbook for PE-backed CFOs and executives. Deep dives on margin expansion, smart capital use, and exit strategy.
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