EdTech Insight – Bridging private equity’s value creation gap

by | Apr 12, 2024 | McKinsey, News & Insights

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Executive Summary and Main Points

Private equity (PE) buyout managers are facing a shift in the financial environment characterized by increasing interest rates and reduced liquidity, leading to lower asset valuations and fund performance challenges. In response, managers are now emphasizing operational value creation over financial engineering. Two principles have emerged as pivotal: investing with operational strategies as a focal point and involving the entire PE firm in enhancing operations. Initial evidence suggests that PE funds prioritizing operational value creation may realize superior returns.

Potential Impact in the Education Sector

The approach of focusing on operational value creation within private equity buyouts has potential implications for Further Education, Higher Education, and Micro-credentials. Educational institutions may benefit from forming strategic partnerships with those PE firms specializing in operational excellence when seeking investment. Additionally, the drive for digitalization in educational settings can be paralleled to the operational improvements emphasized by PE, suggesting a dual focus on digital and operational strategies is beneficial for growth.

Potential Applicability in the Education Sector

The application of PE’s operational efficiency and rigorous diligence in the education sector could lead to the innovative use of AI and digital tools, such as adaptive learning platforms and data analytics, to optimize institutional operations. International education systems may adopt similar strategies to improve educational offerings, utilize resources effectively, and ultimately enhance student outcomes.

Criticism and Potential Shortfalls

The shift towards operational efficiency might not fully consider the unique nature of education as a public good. While focusing on operational efficiencies can drive financial performance, it may overlook the ethical and cultural dimensions of education, such as equitable access and pedagogical integrity. Comparative international case studies demonstrate that a one-size-fits-all approach to operational improvement in the education sector may not be viable due to diverse educational values and practices.

Actionable Recommendations

To implement these technology-focused operational strategies in higher education, leaders should embark on a rigorous assessment of digital tools and collaborative platforms that align with their educational goals. Embracing AI for analytics and personalized learning, while ensuring robust support systems for educators and students, is key. Strategic insights include nurturing public-private partnerships and investing in professional development to foster a culture of continuous improvement and innovation.

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Source article: https://www.mckinsey.com/industries/private-equity-and-principal-investors/our-insights/bridging-private-equitys-value-creation-gap