Supply Chain as an Investment Strategy with Steven DelCarlino
In this episode of End-to-End Insights, host Nicole Quigley, is joined by Director, Procurement & Supply Chain Services Steven DelCarlino, to explore why supply chain has become a critical value creation lever for private equity firms and portfolio companies. Drawing on his experience supporting private equity investments and operational transformations, Steven shares how supply chain impacts everything from margin and working capital to business resilience and exit readiness.
This conversation takes a closer look at how the role of supply chain has evolved in a post-COVID world, where disruptions, geopolitical uncertainty, and shifting global trade dynamics have made risk management just as important as cost reduction. Steven also explains how firms can evaluate supplier concentration, strengthen resilience, and leverage supply chain insights throughout the investment lifecycle; from due diligence and value creation to eventual exit.
Listeners can expect:
- A practical look at how supply chain influences private equity investment decisions and portfolio performance
- Real insight into balancing cost reduction with resilience, supplier diversification, and risk management
- Actionable takeaways for investors and operators: understand your supplier ecosystem, build resilience into your supply chain strategy, and treat supply chain as a core part of the investment thesis, not an afterthought.
Learn more about Procurement and Supply Chain Services at Jabil.
