Master the navigation of private equity deals from sourcing to exit with this comprehensive guide
The Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit offers readers the first complete guide to executing a private equity deal from start to finish. Written by an accomplished professional with twenty years of experience in the private equity space, this book is perfect for current private equity analysts and associates, as well as business students and professionals seeking to enter the private equity field.
This book covers every stage of the private equity process, from sourcing the deal to company exit. It provides a systematic overview of how to:
· Originate attractive investment opportunities;
· Generate superior deal insights;
· Form effective working relationships with management teams;
· Add value on portfolio company boards; and
· Achieve profitable investment exits.
The Private Equity Toolkit equips its readers with actionable frameworks and proprietary tools that can be applied on a daily basis in the private equity industry. The content found within is designed to be current and helpful for years to come and appeals to a global audience.
Table of Contents
Preface ix
Acknowledgments xxi
About the Author xxiii
1 First Thoughts on Deal Sourcing 1
2 Thematic Deal Sourcing 17
3 Opportunistic Deal Sourcing 41
4 Deal Selection - Eliminating the Wrong Deal 63
5 Deal Selection - Identifying the Right Deal 79
6 Assessing the Top Management Team 95
7 Analyzing the Business Plan 113
8 Valuation 159
9 Deal Structuring 185
10 Deal Execution: Transaction Process and Due Diligence 209
11 Deal Execution: Legal Documentation 237
12 Adding Value Through Active Ownership 259
13 Exit Strategies and Deal Monetization 283
References 317
Index 331
