Private Equity Lifecycle
Advice and insights at every phase of the Private Equity Lifecycle
Episode 1: Optimising value throughout the entire Private Equity Lifecycle
The first episode of six episodes provide advice and an insight into the stages within the Private Equity Lifecycle. This first episode dives deeper into the key issues management teams should consider immediately post-acquisition.
Subsequent publications will consider the challenges at the mid-cycle stages, such as international expansion, bolt-on acquisitions, refinancing and /or other liquidity events. In each case, the focus is on being prepared, and ultimately deriving value on exit.
Episode 2: Acquired – Get the most out of the first 100 days
During a transaction, the PE investor team and it's advisers will consider how to achieve the desired structure for the life of the investment. Once put in place, these often-complex structures require the portfolio company to actively manage any obligations to enable the structure to operate as intended.
This episode describes some of the key points that a Private Equity company needs to consider in the 100 days following the transaction.
Episode 3: Set up a five-year plan and get everyone onboard
The continuation of our series on the PE Lifecycle focuses on establishing the strategy for the Private Equity-backed company. This episode describes a few key points to consider during this strategic phase for both the company and the investor.
During this phase of the lifecycle, it is important for management teams to work alongside the PE investors to understand the strategy for the business and to start developing a 5-year plan.
Episode 4: Driving growth – Putting strategy into action
The fourth episode focuses on driving growth and putting the strategy into action. This episode sets out some of the key points to be considered during this growth phase.
During this phase of the lifecycle, the business needs to evolve to meet the objectives set by the Private Equity investor and management. We discuss some of the key points to consider during this growth phase of the company.
Episode 5: Mid-cycle refresh – How to get back on track?
This episode sets out the key points to be considered when a refresh is needed, either due to external or internal factors – often referred to as a mid-cycle refresh.
What do you do when things don’t quite go as planned? Although you may have a detailed plan and strategy in place, external factors can disrupt progress and a strategy refresh may be required to get back on track.
Episode 6: Exit preparation – Are you ready?
As the exit of investors is an inevitable part of a successful PE-backed business’ lifecycle, it should be front of mind. You need to prepare, both to ensure an efficient process and to add value on exit.
We discuss some of the key points that should be considered as a business prepares for an exit event.
