The Ankura Podcast
Welcome to The Ankura Podcast where we bring together leading experts, advisors, and industry leaders to discuss the developments shaping today's business environment.
Each episode explores the strategic, financial, operational, regulatory, and geopolitical issues influencing organisations around the world. Through expert perspectives, practical insights, and real-world experience, the series examines the trends, risks, and opportunities that matter most to business leaders and decision-makers.
Ankura is a global expert services and advisory firm that advises the world's leading businesses, governments, and institutions on their most complex challenges.
Explore our wider podcast portfolio, including The Business Behind Sport and The Impact Exchange, for specialist perspectives on sports business, busty transformation, and organisational performance.
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The Ankura Podcast
The New PE Playbook: Finding Value in Fragmented Markets
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In a market where private equity is searching for its next growth engine, where does real value actually come from?
The answer may surprise you.
In this episode, Jesse Lehman, a retail expert with deep experience across retail, supply chain and operational transformation unpacks where value is really being created today and why it's often hiding in plain sight.
From pet grooming and dental practices to mid‑market manufacturing, Jesse explains why fragmented, founder‑led businesses are emerging as some of the most compelling opportunities and why scale doesn’t have to mean standardization.
This episode cuts through the hype to focus on what truly drives valuation.
If you’re an investor, operator, or leader navigating a challenging cycle, this conversation offers a grounded, experience‑led view on how value is unlocked when conditions are tough.