Restructuring the Hold: Optimizing Private Equity and Portfolio Company Partnerships (Hardcover)

List of Figures

Foreword

Preface

About the Authors

Introduction

Core Audience, Organization of the Book

Chapter 1: Private Equity

The Asset Class, The Middle-Market, The Investment Cycle, The Motivation

Chapter 2: New Ownership

The Ideal Partnership, Anticipating Management Sentiment, Key Investment Period Roles, Operating Partner Involvement, Core Values

Chapter 3: Month 1, Consternation

Onboarding Together, Confirming Portco Leadership, Teaming Authentically, Overcoming Resistance

Chapter 4: Month 2, This Might be Okay

Baselining the Investment Period, Reporting Monthly Financials, Starting with Momentum, Identifying Value Sources

Chapter 5: Month 3, Guarded Enthusiasm

Generating and Aggregating Ideas, Evaluating and Prioritizing Opportunities, Profiling and Planning Initiatives, Suspending Strategic Planning Formalities, Finalizing the Value Creation Plan

Chapter 6: Quarter 2, A Bit Overwhelmed

Ensuring Leadership Coverage, Organizing the Value Creation Team, Managing the VCP Program, Targeting, Tracking and Triaging Value Creation

Chapter 7: Quarter 3, Gaining Momentum

Managing with Performance Indicators, Standardizing Operating Cadence, Incorporating Board of Directors, Overcoming Bumps in the Road

Chapter 8: Quarter 4, Ringing the Bell

Confirming VCP Results, Rewarding Success, Planning Strategy Pragmatically, Integrating Plans and Budgets, Embracing a Continuous Performance Cycle

Chapter 9: Year 2, Improving Infrastructure

Organizing Effectively, Operating Efficiently, Sourcing Strategically and Spending Economically, Financing Internally

Chapter 10: Year 3, Expanding Beyond

Optimizing Profitability, Pricing Intelligently, Pipelining Systematically, Integrating Pragmatically

Chapter 11: Year X, The Exit

Exit Timing, The Exit Process, Exit Preparation, Enjoying the Rewards

Chapter 12: Conclusion

References

Index