
Stonehill Insights
Mergers and acquisitions are powerful tools for growth, but they are also notoriously difficult to get right. While the headlines focus on deal size and market opportunity, the real test begins once the paperwork is signed. Studies consistently show that more than half of mergers fail to deliver their expected value. The main reason? The complexity of bringing two businesses together after the deal closes.
At Stonehill, we are passionate about unlocking the transformational potential of AI. Yet, time after time, we’ve seen organizations eager to deploy AI-driven solutions without first fully understanding or even documenting their internal processes. The result? Underwhelming outcomes, stalled deployments, or even failed rollouts.
In private equity, every decision is driven by value creation. Investors expect returns, limited partners expect performance, and portfolio company leadership is under pressure to deliver measurable results quickly. Traditionally, private equity firms have focused on financial levers like operational efficiency, cost reduction, and growth through acquisition.
Organizations often launch change initiatives centered around leadership priorities, process improvements, and internal alignment. However, they frequently miss the most critical perspective of all, the customers.
Even the most celebrated stage-gate frameworks can become silent bottlenecks. Lengthy approvals, exhaustive charters, and rigid baselines once ensured control, yet those same safeguards now threaten agility in markets where customer preferences and technologies pivot overnight. Forward looking organizations are re-examining legacy project management practices, not to abandon rigor, but to recalibrate it for speed, resilience, and measurable value creation.
Customer experience (CX) is a growing area of focus for private equity (PE) firms. With hold periods shrinking and investor expectations increasing, understanding the voice of the customer has become a necessity, not a luxury. NPS, a metric that measures customer loyalty by asking how likely customers are to recommend a company, offers an accessible and scalable way to quantify customer sentiment.
Private equity firms are skilled at analyzing income statements, optimizing operations, and building growth strategies. But as competition increases and holding periods shorten, the best firms are looking beyond traditional financial metrics to gain a sharper edge. Two tools - Net Promoter Score (NPS) and Customer Satisfaction (CSAT) - are emerging as must-haves in the modern PE playbook.
Artificial Intelligence (AI) has captured the minds of business leaders, technologists, and the public at large. From viral headlines to futuristic predictions, interest in AI has reached unprecedented heights. Yet curiosity alone does not drive transformation, impact stems from applied strategy.
Enterprise-wide software can transform a business—but only if implemented with precision and intention. From ERP systems to CRMs to data platforms, these tools promise efficiency, insight, and scalability. But too often, companies rush implementation and end up automating chaos instead of improving outcomes.
AI isn’t just a technology—it’s a mindset shift. For organizations trying to unlock its potential, the biggest challenge often isn’t the tools themselves—it’s knowing where to start and how to scale.
Innovation is no longer the domain of moonshot labs or lucky ideas. For today’s high-growth companies, it’s a capability—intentional, measurable, and operational.
Healthcare stands at the edge of radical reinvention. The pandemic didn’t just test the system—it exposed its structural weaknesses and created urgency around modernization. As the dust settles, five forces are shaping the path forward, pushing providers, payors, pharma, and digital health companies into a future defined by data, automation, personalization, and trust.
The real estate and construction industries are undergoing a profound transformation. Historically known for their risk-averse culture and reliance on traditional methods, these sectors are being forced to evolve rapidly. Shifts in consumer expectations, advances in technology, environmental imperatives, and economic volatility are pushing developers and builders to operate in entirely new ways.
In a world increasingly shaped by artificial intelligence, the way a business makes people feel is becoming its most sustainable competitive edge. The rapid rise of AI tools—many of them commoditized, plug-and-play, and easily accessible—has leveled the playing field across industries. This democratization of technology is powerful, but it comes with a catch: when everyone has the same tools, the tools no longer set you apart.
Most companies aren’t failing because they lack good products or smart people. They’re failing because they’re structured for a world that’s already gone. While technology, customers, and competitors are changing at breakneck speed, many organizations are still operating with outdated blueprints—rigid hierarchies, siloed teams, and slow, linear decision-making.
If the last few years taught us anything, it’s that business doesn’t transform in neat, manageable waves anymore-it changes all at once. AI isn’t arriving gradually; it’s sweeping through every department. Customer expectations aren’t evolving; they’re jumping.
The future of customer experience won’t be won by departments—it’ll be won by connections. For years, organizations have approached CX as a relay race: sales hands off to onboarding, onboarding passes to support, and support lobs feedback back toward product. But in today’s market, customers don’t see departments—they see one brand.
We are living in a business environment where the only constant is change—and it's happening at a pace never seen before. Technologies evolve overnight. Customer expectations shift with every swipe. New competitors emerge with zero legacy but infinite speed. In this climate, the playbooks of the past don’t just feel outdated—they’re liabilities.
More organizations are turning to Change Management Offices (CMO) to navigate the complexities of transformations. CMOs provide the framework and tools to effectively coordinate change initiatives across an organization.
Organizations today are navigating a rapidly evolving marketplace defined by experience, personalization, and emotional resonance. In this environment, customer loyalty is no longer guaranteed by product quality or price alone. It must be earned through consistent delivery of value-aligned experiences.
In the cult classic WarGames (1983), a teenage hacker unknowingly accesses a military supercomputer trained to simulate global thermonuclear war. As the machine begins interpreting his commands as real threats, it spirals toward catastrophic consequences—until a human intervenes
Customer Experience Economic slowdowns create pressure on every business—budgets shrink, customer expectations rise, and competition for every dollar intensifies. In this environment, customer experience (CX) isn’t just a nice-to-have. I
Organizations face a myriad of risks that can impact their operations, reputation, and bottom line. From compliance issues to technological disruptions, the ability to effectively manage and mitigate these risks is crucial.
AI is no longer a futuristic concept—it’s a real, practical tool that businesses can use right now to streamline operations, automate repetitive tasks, and free up valuable time for high-impact work. Here are five tactical ways to start using AI in your business today.
Stonehill has compiled this guide to help executives explore AI technology applications that drive revenue growth, cost reduction, and operational efficiency.
A centralized Project Management Office (PMO) plays a crucial role in ensuring that complex projects and initiative objectives are met efficiently and effectively.
Having a structured and well-defined sales process funnel is not just a strategy—it's a necessity. A sales funnel serves as a visual representation of the customer journey, guiding potential clients from initial awareness to a finalized deal.
Technology is changing the way physicians practice medicine, offering tools like artificial intelligence (AI), smartphones, email, and transcription services to improve efficiency and patient outcomes.
Stale training materials can hold your team back, reducing engagement and overall performance.
Projects often need to adapt quickly to evolving demands, technological advancements, and competitive pressures. Change management has become a cornerstone of successful project execution, enabling organizations to navigate these shifts effectively.