The Private Equity Toolkit. Tamara Sakovska
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Plan Introduction to Business Plan Analysis Typical Issues in Business Plans Business Plan Analysis Framework 1. What does this company do? Does it need to exist? What customer need does it serve? 2. What macro factors are likely to affect this business during my investment horizon? 3. What do I need to know about the industry to put the company's business plan into context? 4. What are the key building blocks of this company's business model? 5. How is this company positioned at present compared to its competitors? 6. What does the company do well and what does it do badly? 7. How has this business done historically? 8. What 5-year projections am I underwriting as an investment base case? What are the key sources of value creation during my investment horizon? 9. What are the risks? What is my downside investment case? 10. Does my investment case add up? Notes
15 8 Valuation Value, Price and Cash Valuation Metrics Valuation Methods From Valuation to Pricing Notes
16 9 Deal Structuring Capital Structure Management Incentive Plan Advanced Deal Structures Notes
17 10 Deal Execution: Transaction Process and Due Diligence Transaction Process Due Diligence: Introduction The Ten Principles of a Good Due Diligence Process Due Diligence: Key Workstreams Notes
18 11 Deal Execution: Legal Documentation Notes
19 12 Adding Value Through Active Ownership Active Ownership: Value Creation Strategy From Paper to Action: 100-Day Plan Governance and Reporting When the Deal Goes South Notes
20 13 Exit Strategies and Deal Monetization Exiting a Minority Transaction Exiting a Majority Transaction Exit Timing Conventional Exit Routes IPO Strategic Sale Sponsor-to-Sponsor Buyout Alternative Deal Monetization Strategies The Finishing Touch: Ensuring a Successful Exit Notes
21 References Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Chapter 11 Chapter 12 Chapter 13
22 Index
Guide
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