Learnings from Private Equity

Corporate leaders may hypothesize that Private Equity firms outperform their groups in terms of value creation – this is true from some aspects, from others it is not. We are therefore introducing this series of publications to cut through myths and investigate differences from various angles such as investment performance, management incentives or the impact of leverage – based on hard data points, so practitioners on both sides of the aisle can see what seems to work and what does not.

Periodically we will publish the results of our investigation in the form of short, quick-to-read analyses as well as broader articles based on what the topic dictates.

If you would like to consult us in value creation matters, please do not hesitate to contact us.

Our typical value creation mandates, bringing a PE perspective:

• Private Equity Lens Review: Outside-in assessment of the performance potential and opportunities leveraging an ‘external investor’ perspective

• Early Upside Assessment: Identification of EBITDA value potential and working capital potential based on outside-in comparator analysis

• Investment Upside Case: Quantification of key value levers to substantiate the value potential and refine the equity story

• Value-led Integration & Transformation: Establish & execute a fully validated set of upside initiatives that form the basis of an integration programme or transformation