Ep. 152: Jon Lange of THL Partners | Operational Support Models and AI's Impact Across the Portfolio

Podcast: Private Equity Value Creation Podcast · Gordon Cheng

Opublikowano: 2026-10-13

On this episode, Jon Lange, Managing Director at THL Partners, unpacks how private equity firms decide when and how much operational support to deploy into a portfolio company, and why that decision is never one-size-fits-all.Learn why the old software moat no longer holds up on its own, and what still makes a company defensible in an AI-native market. Then learn how AI is already automating work that used to take entire teams, from appointment scheduling to weeks-long demo production, and why the firms willing to stay humble about what they don't know yet are the ones pulling ahead.