Justin L. Lurie

Justin L. Lurie Speaking Topics

• What Buyers Actually Pay For: M&A, Valuation and Enterprise Value

  Revenue growth, headcount and market visibility may look impressive, but buyers and investors evaluate a company differently. They look beneath surface-level performance to assess the durability of earnings, customer quality, management depth, margins, operating systems, risk and whether the business can perform without depending on one individual.

  Drawing on experience in middle-market M&A, valuation and strategic advisory work, Justin Lurie explains how companies are judged from the outside—and why owners often spend years improving metrics that do little to increase enterprise value. This keynote gives leaders a practical framework for identifying what genuinely strengthens a company before a financing, acquisition, succession or sale process begins.

  Attendee Results:

  • Distinguish visible growth from durable enterprise value.
  • Understand what strategic buyers, investors and lenders actually evaluate.
  • Connect margins, customers, leadership, systems and risk to valuation.
  • Identify weaknesses that may reduce value before a transaction begins.
  • Apply a practical decision filter to determine whether current initiatives are building transferable value.

• Capital Allocation Is Strategy: How Leaders Deploy Money, People and Attention

  Strategy is not defined by what appears in a presentation. It is revealed by where an organization places its capital, talent, time and management attention. Every investment, hiring decision, acquisition, budget priority and operating tradeoff signals what the organization truly values.

  In this keynote, Justin Lurie shows how capital allocation shapes performance long before the results appear. He explains why companies often fund activity that looks productive but does not build durable value, how weak allocation decisions compound over time and how leaders can distinguish strategic investment from expensive distraction.

  Attendee Results:

  • Evaluate whether current decisions build long-term value or short-term activity.
  • Understand how misallocation of money, people and attention compounds risk.
  • Connect resource allocation with strategic priorities and enterprise value.
  • Identify projects that should be expanded, redesigned, delayed or discontinued.
  • Apply a practical framework for making clearer, more disciplined allocation decisions.

• Energy Reality, Energy Security and Economic Growth

  Energy debates are often framed as a simple contest between technologies. In practice, energy systems are shaped by scale, reliability, infrastructure, affordability, geography and human need. Oil, natural gas and electricity each serve different functions across transportation, industrial heat, agriculture, manufacturing, petrochemicals and global trade.

  Drawing on energy-industry leadership, commodity-market experience and the research behind The Energy Illusion, Justin Lurie examines how energy systems actually operate—and why energy security remains essential to economic growth. This keynote helps leaders separate stated ambitions from real-world operating requirements and understand how energy policy, infrastructure and capital investment affect costs, competitiveness and long-term resilience.

  Attendee Results:

  • Understand why energy systems evolve more slowly than public narratives often suggest.
  • Connect oil, natural gas, electricity, infrastructure and industrial demand.
  • Distinguish installed capacity from reliable and available energy.
  • Recognize the relationship between energy security, affordability and economic growth.
  • Evaluate how energy policy and infrastructure decisions affect business risk and competitiveness.

• Incentives Beat Intentions: Why Systems Produce Unintended Outcomes

  Organizations, markets and public policies are often judged by their stated goals. Actual outcomes, however, are shaped by the incentives embedded in compensation plans, regulations, capital structures, performance metrics and organizational design. When those incentives are misunderstood, rational decisions by individuals can produce costly and unintended results for the larger system.

  In this keynote, Justin Lurie shows leaders how to look beneath stated intentions and identify the forces that truly drive behavior. Using examples from business, finance, energy and public policy, he explains how incentives shape decisions, why second-order effects are often missed and how better system design can align behavior with the results leaders actually want.

  Attendee Results:

  • Identify incentives embedded in compensation, regulation and strategy.
  • Anticipate second-order effects before they become costly.
  • Understand why rational individual decisions can produce poor collective outcomes.
  • Distinguish a people problem from a system-design problem.
  • Apply a practical framework for aligning incentives with desired results.

• Scaling Without Destroying Value: What Breaks First—and Why

  Growth does not simply make an organization larger. It exposes weaknesses that smaller companies can often conceal. Informal processes fail, decision bottlenecks become more expensive, customer experience becomes inconsistent and leadership dependence increases. Revenue may continue rising even as the underlying business becomes more fragile.

  In this keynote, Justin Lurie explains why scaling failures are often predictable system failures rather than failures of ambition. Drawing on operating, transaction and advisory experience, he shows leaders how to identify what is most likely to break before growth turns manageable weaknesses into enterprise-level risks.

  Attendee Results:

  • Recognize the early warning signs of scaling failure.
  • Understand why systems, accountability and leadership depth matter more as complexity increases.
  • Identify founder dependence and decision bottlenecks.
  • Protect customer quality, margins and culture during growth.
  • Apply a practical readiness checklist before accelerating expansion.