Best of LinkedIn: Strategy, M&A & Investments

Thomas Allgeyer, Frenus GmbH

🎙️ Welcome to Best of LinkedIn: Strategy, M&A & Investments – your essential podcast bringing you insightful episodes distilled from LinkedIn’s top newsletter on strategic moves, mergers, acquisitions, and investment trends. Trusted by strategy leaders, investors, and corporate decision-makers alike, this podcast captures the best insights and critical updates in Strategy, M&A, and Investment developments—without the noise. We’re not just sharing insights—we’re building community. From carefully curated LinkedIn highlights to practical discussions on market shifts, we connect professionals committed to strategic growth and smart investing. If you’re ready to cut through the clutter and zero in on what truly drives value in the world of Strategy, M&A, and Investments, you’re in the right place. Let’s get started.

  1. 14h ago

    Best of LinkedIn: Private Equity: Exit Strategies CW 36/ 37

    We curate most relevant posts about Private Equity: Exit Strategies on LinkedIn and regularly share key takeaways. We at Frenus support PE-backed manufacturers with the market intelligence needed to unlock revenue from idle production capacity. You can find more info here: https://www.frenus.com/usecases/unlock-revenue-from-idle-production-capacity This edition examines the current grappling with a massive backlog of unsold companies, as average hold periods have extended significantly beyond traditional timelines. With trillions of dollars in unrealised assets trapped in portfolios, firms are increasingly turning to alternative liquidity strategies such as secondaries, continuation funds, and structured equity. This stagnation is also driving business owners toward alternative ownership models, including employee-owned structures and direct investment from family offices that offer more flexibility than private equity. Despite these pressures, a small number of high-value transactions continue to close, particularly for companies that maintain a constant state of exit readiness. Consequently, sponsors are shifting their focus toward governance and data transparency to ensure portfolio companies are prepared for sale whenever market windows open. Overall, the sector is being reshaped by the need to manage this clogged pipeline while seeking creative ways to return capital to investors. This podcast was created via Gemini Notebook.

  2. 1d ago

    Best of LinkedIn: Strategy & Consulting CW 36/ 37

    We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways. This edition offers a collection of professional insights and strategic reports focusing on the transformative impact of artificial intelligence, geopolitical volatility, and sustainability on modern business. Many contributors emphasize that while AI technology is advancing rapidly, real value depends on human judgment, leadership engagement, and a fundamental redesign of operating models. Experts also highlight escalating risks in global supply chains, specifically regarding maritime chokepoints, deforestation compliance, and the shifting economics of trade. Economic analyses suggest that while national debt and interest rates create fiscal pressure, innovation remains a critical driver for competitiveness in sectors like telecommunications and finance. Ultimately, the sources suggest that trust, cross-functional collaboration, and organizational agility are more vital for success than technical tools alone. These perspectives collectively serve as a guide for executives navigating an increasingly unpredictable and interconnected global market. This podcast was created via Gemini Notebook.

  3. 2d ago

    Best of LinkedIn: Private Equity: Value Creation CW 36/ 37

    We curate most relevant posts about Private Equity: Value Creation on LinkedIn and regularly share key takeaways. We at Frenus support PE-backed manufacturers with the market intelligence needed to unlock revenue from idle production capacity. You can find more info here: https://www.frenus.com/usecases/unlock-revenue-from-idle-production-capacity This edition highlights a fundamental shift in the private equity industry, where operational excellence has replaced financial engineering as the primary driver of returns. Experts argue that high interest rates and falling exit multiples now require strategic execution and double-digit EBITDA growth to achieve traditional investment hurdles. This transition demands a new breed of portfolio leadership, prioritising "operational grit" and hands-on experience over traditional consulting credentials or accounting pedigrees. The texts further examine the role of artificial intelligence, noting that while it offers immense capacity for value creation, its success depends on rigorous workflow redesign and leadership alignment rather than mere adoption. Recurrent themes include the necessity of fixing operational leaks before chasing growth and the critical importance of integrating operating partners earlier in the deal lifecycle. Ultimately, the collection suggests that in a market defined by longer hold periods, sustainable value is captured by those who can effectively bridge the gap between boardroom strategy and floor-level implementation. This podcast was created via Gemini Notebook.

  4. Sep 10

    Best of LinkedIn: Private Equity: Fundraising CW 35/ 36

    We curate most relevant posts about Private Equity: Fundraising on LinkedIn and regularly share key takeaways. We at Frenus support PE-backed manufacturers with the market intelligence needed to unlock revenue from idle production capacity. You can find more info here: https://www.frenus.com/usecases/unlock-revenue-from-idle-production-capacity This edition examines details the current evolution of private equity fundraising, highlighting a transition from traditional narratives to strategies strictly aligned with investor mandates. It examines the rise of alternative liquidity mechanisms, such as continuation funds and collateralised fund obligations, which address the challenges of a sluggish exit environment. The report emphasizes a growing market divide, where massive established firms capture the majority of capital while smaller, first-time managers struggle to gain traction. Furthermore, it identifies a shift in the investor base as family offices and retail channels increasingly bypass traditional structures through direct investments and co-investment models. Sophisticated digital tools and administrative excellence are now presented as essential components for maintaining long-term relationships with allocators. Ultimately, the source illustrates a landscape where performance convergence with public markets is forcing the industry to innovate its structural and operational frameworks. This podcast was created via Gemini Notebook

  5. Sep 9

    Best of LinkedIn: Venture Capital CW 35/ 36

    We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways. We at Frenus support General Partners in identifying relevant Limited Partners across multiple sources, researching tailored connection strategies, coordinating event participation, and executing structured outreach campaigns that convert cold lists into meaningful conversations and committed capital. You can find more info here: https://www.frenus.com/usecases/account-based-lp-engagement-from-database-to-committed-capital This edition explores the shifting dynamics of the global venture capital landscape, highlighting a transition toward extreme capital concentration in mega-firms despite the strong performance of first-time managers. Artificial intelligence remains the primary driver of funding volume, though emerging sectors like quantum computing and deep tech are achieving unprecedented investment milestones. The report also examines the rise of secondary markets and private listings as preferred exit strategies in an era where traditional public offerings have significantly slowed. Geographically, while established hubs like San Francisco maintain dominance, new ecosystems in the Middle East and Asia are successfully attracting substantial capital through local infrastructure and tailored regulation. Furthermore, the source addresses critical structural inequities, noting the persistent funding gap for female-led teams despite their innovative contributions to specialised sectors like health tech. Ultimately, the industry is portrayed as undergoing a period of profound self-reflection, as traditional fund models and labels are being renegotiated to suit a more complex financial environment. This podcast was created via Gemini Notebook

  6. Sep 8

    Best of LinkedIn: M&A Insights CW 35/ 36

    We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways. Against that backdrop, CDD engagements don't forgive slow starts. We embed directly into your consulting team as a white-label market and competitive intelligence partner, slide-ready, fully adapted to your client's design, and operational within 24 hours. You can find more info here: https://www.frenus.com/usecases/cdd-market-intelligence-embedded-white-label-ready-in-24-hours This edition is brought to you by our partner pemacom. Don't miss out on pemacom 2026 in Munich on September 22nd, themed "It's Geopolitics, Stupid!" - use code FRENUS25 for 25% off. Find the link below: https://pemacom.com/ This editions provide a comprehensive analysis of the 2026 M&A landscape, focusing on the strategic drivers and operational hurdles of modern dealmaking. Expert perspectives highlight that successful exits often require a balance between durability and growth, specifically identifying the five-to-ten-year mark as the optimal age for brand sales. Beyond valuation, the texts emphasise the critical role of human capital, post-merger integration, and rigorous due diligence in preventing deal failure. Regional updates and sector-specific reports illustrate a rebounding market, particularly within technology, financial services, and specialty trades. Emerging trends like AI-native valuation models and leveraged financing strategies are also explored as essential tools for navigating complex acquisitions. Collectively, the contributors advocate for early preparation and transparent communication to ensure long-term value creation for both buyers and sellers. This podcast was created via Gemini Notebook.

  7. Sep 3

    Best of LinkedIn: Private Equity: Exit Strategies CW 34/ 35

    We curate most relevant posts about Private Equity: Exit Strategies on LinkedIn and regularly share key takeaways. We at Frenus support PE-backed manufacturers with the market intelligence needed to unlock revenue from idle production capacity. You can find more info here: https://www.frenus.com/usecases/unlock-revenue-from-idle-production-capacity This edition examines the current private equity landscape, specifically highlighting a significant backlog of unsold portfolio companies and the resulting extension of average holding periods. Experts argue that successful exits now depend on long-term operational value creation and rigorous financial preparation rather than a historical reliance on cheap debt or market timing. For business owners, the text emphasizes that exit planning must begin years in advance to optimise tax structures, ensure leadership continuity, and decouple operations from founder dependence. The collection also explores emerging trends like continuation vehicles, the rising impact of AI on valuations, and the critical importance of maintaining key employee retention. Ultimately, the sources suggest that while the market for sales is challenging, firms that prioritise sustainable revenue growth and institutional-grade infrastructure are best positioned to achieve liquidity. This podcast was created via Gemini Notebook

  8. Sep 3

    Best of LinkedIn: Strategy & Consulting CW 34/ 35

    We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways. This edition offers a comprehensive look at modern business strategy by examining the intersection of operational resilience, corporate culture, and technological transformation. Key themes highlight that authentic leadership and employee engagement are more vital for long-term success than mere technical adoption or cost-cutting measures. Expert contributors argue that while artificial intelligence is reshaping industries like finance and consulting, its true value depends on human judgment, ethical governance, and redesigned workflows rather than simple automation. Additionally, the texts stress the importance of supply chain agility and strategic transparency in navigating an increasingly volatile geopolitical and economic landscape. Ultimately, the collection suggests that competitive advantage now stems from an organization's ability to humanise change, foster diversity of thought, and build infrastructure based on trust. This podcast was created via Gemini Notebook

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🎙️ Welcome to Best of LinkedIn: Strategy, M&A & Investments – your essential podcast bringing you insightful episodes distilled from LinkedIn’s top newsletter on strategic moves, mergers, acquisitions, and investment trends. Trusted by strategy leaders, investors, and corporate decision-makers alike, this podcast captures the best insights and critical updates in Strategy, M&A, and Investment developments—without the noise. We’re not just sharing insights—we’re building community. From carefully curated LinkedIn highlights to practical discussions on market shifts, we connect professionals committed to strategic growth and smart investing. If you’re ready to cut through the clutter and zero in on what truly drives value in the world of Strategy, M&A, and Investments, you’re in the right place. Let’s get started.

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