Episode #22: Lessons from the Edge: Special Situations & Value Creation w/ Ari Lefkovits from Delos Capital

22/10/2025 24 min

Listen "Episode #22: Lessons from the Edge: Special Situations & Value Creation w/ Ari Lefkovits from Delos Capital"

Episode Synopsis

Ari Lefkovits from Delos Capital joins #TheLAB to unpack how his firm merges restructuring expertise with private equity investing to unlock value in complex situations.From his time at Lazard to his current role at Delos, Ari explains how early preparation, coalition-building, and cultural alignment can turn distressed assets into success stories.We cover:How and when to act when “yellow lights” start flashingWhy culture often matters more than capital structureCommon mistakes sponsors make in special situationsHow Delos balances advisory work and investment rolesA candid look at the intersection of capital solutions, partnership, and transformation in today’s private markets.

More episodes of the podcast The LAB: Value Creation in Private Equity