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Welcome to the latest edition of Strategy & Corporate Finance Insights and Events. This monthly newsletter features our latest insights, research, and upcoming events to help leaders stay ahead of the trends shaping strategy, corporate finance, and value creation.
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We hope you find this edition insightful and welcome your feedback.
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Exclusive live events for strategy and finance leaders
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Our experts share new insights and respond directly to your questions during each 60-minute session. Interested in a topic but not sure you can attend? All registrants also receive access to the on-demand recording following the event.
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Meeting the strategy moment with mobilization
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Thursday, 16 Jul 11 a.m. - noon EDT / 4-5 p.m. BST
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As strategy rises to the top of executive agendas, many organizations are struggling to translate bold strategic choices into sustained performance. Join
Sébastien Lacroix,
Antoine Montard,
Andy West, and
Whitney Zimmerman as they discuss insights from their recent
HBR article on why mobilization has become the critical differentiator between winning and losing strategies, how leaders can overcome organizational inertia and cognitive bias, and what it takes to build the capabilities needed to turn strategy into action in an era of accelerating change and uncertainty.
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M&A integration: PE's new value creation playbook
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Thursday, 30 Jul 10-11 a.m. EDT / 3-4 p.m. BST
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Private equity is navigating one of its most challenging value creation environments in years — and winning firms are using M&A integration as a competitive weapon. Join
Brian Dinneen and
Matthew Maloney as they discuss three high-impact integration strategies that leading sponsors are using to overcome headwinds, based on their recent
article.
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M&A at midyear and how to amplify value with AI
New
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Tuesday, 25 Aug 10-11 a.m. EDT / 3-4 p.m. BST
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Join us for a mid-year update on global M&A activity and how dealmakers can finish the year strong. During the session,
Kameron Kordestani,
Anthony Luu, and
Mieke Van Oostende will also discuss how the traditional M&A playbook is being rewritten by AI, including a new approach for turning a series of transactions into a self-reinforcing growth system for the AI era.
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Addressing AI Frontier Lab model risks and opportunities (e.g. Mythos, Sol)
New
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Wednesday, 26 Aug 11 a.m. - noon EDT / 4-5 p.m. BST
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As AI models become increasingly sophisticated, organizations must remain aware of both the opportunities and issues they present. Specifically, the newest Frontier Lab LLMs (e.g. Mythos, Sol) are able to chain together and exploit vulnerabilities in the most sophisticated organizations. Join
Charlie Lewis and
Marie-Claude Nadeau to discuss the threats these models create, and how organizations can stay ahead of their emerging challenges while also realizing their benefits.
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Transforming the budgeting process
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The annual budget is broken — rigid, backward-looking, and operationally difficult in today's fast-moving markets. However, top-performing companies are outpacing peers by budgeting differently. In this session,
Matthew Maloney,
Karen McLoughlin, and
Michele Tam discuss their new
article on how leading CFOs have transformed the budget from a control mechanism into a dynamic road map for executing strategy and driving superior growth.
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Spotlight on
what matters most to investors in 2026
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Our new
article explores findings from the latest global investor survey, showing that companies are increasingly judged on how well they navigate geopolitical uncertainty, allocate capital with discipline, and translate AI investments into measurable business outcomes rather than ambitious narratives. Investors continue to reward long-term value creation over short-term earnings management, expecting management teams to articulate clear strategic priorities, credible capital deployment, and a resilient operating model that can withstand disruption. For executives, the message is clear: investor relations is becoming inseparable from corporate strategy, with transparency, execution, and disciplined resource allocation carrying greater weight than consistently beating quarterly earnings expectations.
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From the frontlines: The investor perspective on strategy
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“Taking the investor perspective forces a company to think through, with a high degree of specificity, where its strategy will lead—in terms of growth, return on invested capital, the balance sheet, and risk. That clarity also brings management discipline to value creation, requiring real choices about where to allocate capital, where to redeploy talent, and how to prioritize scarce management bandwidth to focus on the initiatives that will help the company reach its full potential.”
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Ryan Davies
Senior Partner, Washington DC
Follow Ryan on
LinkedIn
Watch Ryan's webcast on driving value with an investor mindset
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Listen to our podcast with Levi’s Harmit Singh on transformation and the “Magic of the And.”
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Watch our on-demand webcast on value creation insights from private equity
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Read our article on why the investors that matter still want you to focus on the long term
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Inside the Strategy Room podcast
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Our weekly podcast features exclusive conversations on issues important to CEOs, CFOs, and their teams.
Featured episode: Proven growth strategies from market leaders Discover what sets sustained outperformers apart. Drawing on the experiences of Walmart, Builders FirstSource, ASML, Progressive, and JPMorgan Chase, this episode explores the three characteristics that consistently drive profitable growth: disciplined long-term investment, multiple growth engines, and the strategic integration of technology.
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In the latest issue of
McKinsey on Risk and Resilience, we explore how leading organizations are building resilience, strengthening geopolitical readiness, and turning uncertainty into competitive advantage. As risk and strategy become increasingly intertwined, the ability to adapt quickly is emerging as a key driver of growth and long-term value.
Access our latest issue.
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Subscribe to our LinkedIn newsletters—
The Strategic CEO for insights on CEO priorities and leadership, and
The Valuation Practitioner for the latest thinking on valuation, capital allocation, and corporate finance.
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