arunshekar

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AI as Operating Leverage, Not a Headcount Cut

The interesting thing AI did to a services business wasn’t shrink the team. It changed the unit economics.   Almost every AI story in operations is a headcount story. Deploy the tool, cut the people, book the savings. It is the easy version, it is what a board wants to …

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What a 3.5x Exit Teaches You About the Entry

The return is mostly decided on the day you buy. The operating work just collects it.   Everyone treats the exit as the moment value gets created. The sale closes, the multiple prints, the return is real. It makes for a clean story, and it is mostly wrong. By the …

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Buying the Problem vs. Being Hired to Fix It

An independent sponsor and a turnaround operator do the same work. The difference is who’s holding the risk.   Two people walk into the same underperforming business. One bought it. One was hired to fix it. Strip away the ownership paperwork and their first ninety days look nearly identical. Same …

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When AI Is the Wrong Answer

The operational problems that look like AI opportunities but aren’t   I have deployed AI in an operation and watched it work. Call analysis that rebuilt a sales process. Digital workflows that replaced back-office systems held together with paper and habit. That experience is exactly why I have become skeptical …

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How to Read a P&L the Right Way

Where margin hides in a lower mid-market business, and how you find it   An accountant reads a P&L to record what happened. An operator reads the same page to find what should happen next. The document is identical. The job is not. That difference matters more than it used …

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