Private Equity

• Pre-Acquisition Due Diligence
• 100 Day on-boarding
• Value Creation Plans
• Mitigating Operational Risk
• Project Management of Add-ons
• Portfolio wide programs
• Exit Preparation

Let’s Talk Value Creation

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“You don’t get paid for the hour. You get paid for the value you bring.”

Jim Rohn

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Pre-Acquisition Due Diligence

• Remote or on-site operational reviews at short notice (its always at short notice).
• Coordination and report out of other operational experts: EH&S, IT, Environmental.
• Identification of value creation opportunities and risks.
• Assisting the deal team in developing its investor thesis.

100 Day on-boarding

• Preparation of robust 100 day plans.
• Execution of operational on-boarding.
• Frank, honest feedback to management and sponsor.
• Timely course corrections.

Value Creation Plans

• Assisting deal teams with initial Investment thesis.
• Helping management teams own that thesis and create their own Value Creation Plan.
• Best in class Value Creation Plan template.
• Candid, constructive guidance as reality unfolds.

Project Management of platform add-ons

• If you are building a platform, you probably don’t have the resource to execute the first add-on.
• Especially as they never happen at the right moment for management.
• As they said in the Navy “Perfect prior preparation prevents p*&% poor performance”.
• Can step in as full time project planner and manager until management has the bandwidth to take over.

Portfolio wide programs

• Development and coordination of portfolio wide programs.
• Such as EH&S, CSR, Import/Export Compliance.

Exit Preparation

• Aligning strategic plans with exit options.
• Assisting management and deal teams with the inevitable tidy up projects.
• “On the day” close assistance.