News Friday, October 25, 2019

7 steps to driving exit value

This October, Christoph Treiber explained to private equity investors the 7 crucial steps to driving exit valuation for their portfolio companies. From Day 1 following a successful acquisition process, through to the final stages of a deal with a new buyer, here are the critical approaches that investors should take to get the best returns on a deal:

  1. Be systematic on Value Creation Planning at the outset of ownership
  2. Drive performance in Year 1 to support EBITDA growth early in plan
  3. Consider repositioning if it helps unlock the right long term buyer community
  4. Embed Digital & Analytics as part of any capability build
  5. Review mid-cycle (18-24 months pre-exit) recognising this is your last chance to make major changes
  6. Take a buyers mindset to prepare for exit
  7. Create a positive exit dynamic to excite buyers about an asset (rather than chip away from a strong starting position)

 

If you want to know more about how we can help you to realise value from your investments, please contact Christoph Treiber or Tom Gladstone.

Key Contacts

Christoph Treiber

Christoph Treiber

Partner

Tom Gladstone

Tom Gladstone

Partner

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