2025 PEI Operating Partners Forum New York

JMAN Group will be participating in the premier global gathering of PE operating partners

Wednesday - Thursday October 29 - 30, 2025
Convene Brookfield Place, 225 Liberty, Downtown, New York

Moderator

Harrison Tull

Principal, JMAN Group

Join us at PEI Operating Partners Forum New York, where industry leaders will meet to discuss the latest strategies for maximizing portfolio value. This is your opportunity to engage in thought-provoking discussions, build valuable relationships and gain insights from experts across the industry.

Featured Panel Session:

Identifying the Metrics that Matter

Moderator: Harrison Tull, Principal, JMAN Group
Date and Time: TBC

Panelists:
TBC

The journey to a successful exit begins with a clear understanding of what the market will demand.

In this panel discussion, you’ll hear how management and operators can use data to focus on maximizing value creation throughout the whole investment lifecycle. We’ll explore how aligning all teams around high-quality information and understanding data availability and quality has become essential in today’s Private Equity landscape.

Key Learning Outcomes:

  • Understand how data can effectively connect the initial investment thesis with value creation strategies and on-the-ground operational realities.
  • Learn how to leverage data to build a compelling equity story for potential buyers and guide strategic decisions on resource allocation.
  • Discover how AI is evolving beyond traditional metrics to enable more agile and profitable decisions across your portfolio companies.

Don’t miss this opportunity to gain a deeper understanding of how data and AI tools are empowering Operating Partners.

Request for Information

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Prep for Exit

Maximize valuation and de-risk transaction with robust, extensive and high-quality data
  • Does the target have the data assets required to drive value creation (including Al deployment)?
  • How do I get better data on my target and the wider market?

Value Creation

Accelerate value creation plan delivery using Data, Machine Learning & Gen Al
  • How do I use a data-driven approach to make my business more profitable?
  • How do I achieve as high a multiple as possible ?

Core Reporting

Track company performance and quantify value creation leavers with accurate real time data from automated systems
  • How can I get a real-time, detailed and consistent... view of my operational and financial metrics?
  • What is happening in our portfolio companies and across our fund?

Data Advisory

Balance short-term extraction of value from data with laying the right digital foundations.
  • How do I assess the maturity of my data foundations and value creation plan levers ?
  • How can I collaboratively create and deploy a roadmap of value-first initiatives that pay for future foundational investments?

Due Diligence

Understand target's market position and ability to execute their business plan
  • Does the target have the data assets required to drive value creation Including Al deployment ?
  • How do I get better data on my target and the wider market?