Rami Cassis

Private equity needs to work harder to win back the trust of the mid-market. But that needs to start with PE recognizing its own reputational faults and working to fix them. You can listen to me discuss this topic on the @WallStreetLab podcast here: fintalent.io/podcast/the-wh…

What matters most when it comes to judging the quality of service delivery in a business? 1) Are the clients getting what they want? 2) How efficiently is the service being delivered from the company’s perspective? More in the video below.

What’s next for Saks? Mending the critical failures that led the brand to this position in the first place: low customer engagement, ballooning fixed costs, and a heavy dependence on brick-and-mortar locations.

There is nobody better to tell you about the flaws of a business than its very own customers. They are closest to the final product, away from internal politics and bureaucracy, and, most importantly, they have everything to gain by telling you the truth. More below.

At @ParabellumNews, we are pleased to announce the sale of our long-standing business, Parseq, to Paragon Group. You can read more about our journey in @PEHUB here: pehub.com/parabellums-ra…

Are you willing to risk your own money to drive profitability? For better or for worse, that’s what it means to be a turnaround investor. More in the video below.

The right CEO means everything in business: → The lack of a CEO is less damaging than the wrong one. → A good part-time CEO is far better than a bad full-time one. → CEOs can either be the greatest destroyers or enhancers of value. → Having the right CFO is equally important.

It’s presumptuous not to ask questions when stepping into a business. ⬇️

You’ve just acquired a business, you don’t really know the specifics yet aside from an overview of the financials, where do you start with turning it around? Ask questions. And lots of them.

Wishing my network an excellent holiday season. I think 2026 will be even busier, and I look forward to seeing what it holds. In the meantime, I hope you all enjoy some rest – and have a very prosperous New Year.

Over the years, I've learnt that when stepping into a new business for the first time, looking at the revenue is only one part of the equation. ↓

To turn around any business, management teams and their investors have to be fully aligned. Hear more in the video below. ⬇️

One of the biggest challenges smaller funds face is building balanced operational strength in their teams – that’s management, financial, technical, and operational skills. These are key to the success of fund operations, but this harmony isn’t easy to achieve. Hear more below.

I was recently asked what influences my decision-making when choosing a sector to invest in. Watch the below to hear my thoughts. ↓

My interview with @FT_PWM is now live. ⬇️ Many thanks to Elisa Battaglia Trovato for the great conversation. You can watch the full interview here: pwmnet.com/video/36d2bc15…

Tariffs, trade wars, and geopolitical uncertainty suggest that things may get worse before they get better for mid-market M&A. Thanks to @IFLR_online for the opportunity. iflr.com/article/2f3sjk…

I recently wrote for @barronsonline about Trump's renewed threat to M&A. Deal volumes remain down 12% year-over-year, despite a brief pickup in recent months. And Trump's "reciprocal" tariffs will only stall them further. More in my piece below. barrons.com/articles/trump…

🗣️ Abolishing non-dom status = destroying UK fintech. Reeves’ reforms are pushing out many UK fintech pioneers. 10,800 millionaires left the UK last year – the largest amount ever. If Reeves truly backs fintech, she must better consider the impact of her policies.

Transparency is often a varied concept in the private equity space. While investors and PE firms know how the game is played, there’s still work to be done when it comes to other players in mergers and acquisitions.

It was great to speak with Professional Wealth Management's Elisa Battaglia Trovato at the @FinancialTimes office this week. Full interview coming soon.

Ahead of any acquisition, I always check: Is the management team unified? How well do they forecast? These tell me about the competency and efficiency of the business.