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The Operating Partner Playbook

Finatal’s Operating Partner Playbook is a curated interview series with seasoned operators talking through strategies to tackle the challenges they’re facing today. This is the first edition that Finatal has produced. 

The Operating Partner Playbook offers exclusive insights from the leaders powering private equity value creation. As capital markets intensify and holding periods lengthen, Operating Partners have become indispensable, bridging investment goals with portfolio execution. In developing this playbook, senior leaders from Finatal’s team sat down with some of the top operators redefining the role: building critical functions from the ground up, transforming finance operations, embedding cutting-edge technology and cultivating leadership teams poised for scale. These candid conversations uncover how Operating Partners have evolved from behind-the-scenes support to strategic drivers at the core of private equity success. These conversations shed light on the expertise, strategies and vision shaping portfolio performance and delivering measurable impact in today’s dynamic private equity landscape.

We are hugely appreciative to those interviewed here for their time, candor and insight into how they have built success in their roles. All interviews included here have taken place over the course of 2025.

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