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Insights from the Operating Side of Strategy

Perspectives on growth strategy, transaction advisory, board governance, and the operating realities that strategy frameworks usually leave out.

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Methodology Strategy Execution M&A · Transaction Advisory

The Execution Gap: Why M&A Synergies and Strategic Plans Fail at the Same Point — and How to Close It

Most companies do not have a strategy problem — they have an execution-discipline problem. KPMG's 2025 analysis of more than 3,000 acquisitions found that 57 percent of acquirers destroy shareholder value post-close. McKinsey finds that nearly 70 percent of deals fail to achieve projected revenue synergies. The common thread is not deal quality. It is the working system — or the absence of one — around the strategy.

In this piece, we walk through the three failure patterns we see most consistently — vague ownership and accountability, milestones that drift quietly, and a refresh loop that never gets scheduled — and how the GrowthSpaces® methodology is built to prevent each one. We also examine what these patterns mean specifically in the context of M&A integration, where the cost of execution failure is measured in destroyed shareholder value.

Terry H. O'Neal
Founder & Managing Partner · June 2026 · 12 min read
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Key Takeaways
  • 57% of acquirers destroy shareholder value post-close — not from bad deals, but from execution failures that were predictable and preventable (KPMG, 2025)
  • Ownership and accountability is the single most under-specified element of most strategic plans and integration blueprints
  • Milestone drift is detectable months before it shows up as a performance shortfall — if anyone is systematically looking
  • A scheduled strategy refresh is what separates a living plan from an archived one — and most organizations never schedule it
Recent Insights

Latest Articles

Methodology · Strategy Execution · M&A

The Execution Gap: Why M&A Synergies and Strategic Plans Fail at the Same Point — and How to Close It

Most companies do not have a strategy problem — they have an execution-discipline problem. KPMG's 2025 analysis found that 57 percent of acquirers destroy shareholder value post-close. McKinsey finds nearly 70 percent of deals fail to achieve projected synergies. The common thread is not deal quality. It is the working system around the strategy.

June 2026 · 12 min read Download →
Board Governance · PE

What PE Sponsors Actually Want From an Operating Board Director

PE firms back the Jockey, not just the horse. Drawing on board service across PE-backed portfolios and research from Bain, McKinsey, and Egon Zehnder, this piece examines what sponsors actually look for — and why the most effective operating board directors function as catalysts for the CEO, not a layer of oversight above them.

May 2026 · 8 min read Download →
Transaction Advisory · Integration

The 100-Day Integration Plans That Actually Work — and the Ones That Don't

Ninety percent of integration plans look the same on paper. The ten percent that survive contact with the acquired company share a small set of structural choices most acquirers underweight. We walk through what they are, drawing on direct experience leading two Schneider Electric integrations and several PE-backed platform builds.

April 2026 · 8 min read Download →
CEO Leadership · PE Advisory

When the Chair Needs a Leader: How PE Firms Select the Right Interim CEO

A CEO vacancy in a PE-backed company is not a pause in the investment thesis — it is a defining test of it. Drawing on Collins' Good to Great, Bossidy's execution framework, and 30 years of operating experience, this piece examines what PE firms actually need in an interim CEO, and how GrowthSpaces® Interim Management Solutions matches the right executive to the right assignment.

March 2026 · 10 min read Download →
PE Advisory · Value Creation · Operating Model

Augmenting the PE Operating Partner

Lower middle-market PE firms face a structural tension: value creation demands operating-partner depth that most firms cannot afford to maintain internally. We examine eight specific capabilities — from Lean operations and pricing architecture to the mirror board — that GrowthSpaces® deploys alongside the operating partner to close that gap without undermining their authority.

February 2026 · 14 min read Download →
Owner-Operated Business · Capital & Exit Readiness

The Owner-Operator Playbook: What the Capital Market Expects Before You Raise or Exit

The same qualities that make owner-operators exceptional — personal relationships, complete command of the details — are precisely what makes institutional buyers cautious. We outline the 18-to-24-month preparation framework that closes the gap: building bench strength, normalizing financials, and building the organizational depth that commands a premium — whether the goal is growth capital or a divestiture.

January 2026 · 10 min read Download →
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