Restructuring the Hold
-15%
portes grátis
Restructuring the Hold
Optimizing Private Equity and Portfolio Company Partnerships
Habner, Mark G.; Anderson, Thomas C.
John Wiley & Sons Inc
01/2021
368
Dura
Inglês
9781119635185
15 a 20 dias
590
Descrição não disponível.
List of Figures xi
Foreword xv
Preface xxi
About the Authors xxv
Acknowledgments xxix
Introduction 1
Core Audience 4
Organization of the Book 6
Chapter 1: Private Equity 9
The Asset Class 11
The Middle-Market 17
The Investment Cycle 22
The Motivation 24
Chapter 2: New Ownership 31
The Ideal Partnership 33
Anticipating Management Sentiment 36
Key Investment Period Roles 42
Operating Partner Involvement 49
Core Values 55
Chapter 3: Month 1: Consternation 59
Onboarding Together 62
Confirming Portco Leadership 69
Teaming Authentically 77
Overcoming Resistance 81
Chapter 4: Month 2: This Might Be Okay 87
Baselining the Investment Period 90
Reporting Monthly Financials 94
Starting with Momentum 97
Identifying Value Sources 101
Chapter 5: Month 3: Guarded Enthusiasm 113
Generating and Aggregating Ideas 116
Evaluating and Prioritizing Opportunities 122
Profiling and Planning Initiatives 127
Suspending Strategic Planning Formalities 137
Finalizing the Value Creation Plan 141
Chapter 6: Quarter 2: A Bit Overwhelmed 147
Ensuring Leadership Coverage 150
Organizing the Value Creation Team 159
Managing the Value Creation Program 162
Targeting, Tracking, and Triaging Value Creation 165
Chapter 7: Quarter 3: Gaining Momentum 173
Managing with Performance Indicators 176
Standardizing Operating Cadence 182
Incorporating the Board of Directors 189
Overcoming Bumps in the Road 195
Chapter 8: Quarter 4: Ringing the Bell 203
Confirming VCP Results 206
Rewarding Success 210
Planning Strategy Pragmatically 212
Integrating Plans and Budgets 216
Investment Period Outputs 227
Chapter 9: Year 2: Improving Infrastructure 229
Organizing Effectively 231
Operating Efficiently 238
Sourcing Strategically and Spending Economically 247
Financing Internally 256
Chapter 10: Year 3: Expanding Beyond 263
Optimizing Profitability 266
Pricing Intelligently 271
Pipelining Systematically 279
Integrating Pragmatically 286
Chapter 11: Year X: The Exit 297
Exit Timing 300
The Exit Process 302
Exit Preparation 305
Enjoying the Rewards 309
Chapter 12: Conclusion 313
References 317
Index 319
Foreword xv
Preface xxi
About the Authors xxv
Acknowledgments xxix
Introduction 1
Core Audience 4
Organization of the Book 6
Chapter 1: Private Equity 9
The Asset Class 11
The Middle-Market 17
The Investment Cycle 22
The Motivation 24
Chapter 2: New Ownership 31
The Ideal Partnership 33
Anticipating Management Sentiment 36
Key Investment Period Roles 42
Operating Partner Involvement 49
Core Values 55
Chapter 3: Month 1: Consternation 59
Onboarding Together 62
Confirming Portco Leadership 69
Teaming Authentically 77
Overcoming Resistance 81
Chapter 4: Month 2: This Might Be Okay 87
Baselining the Investment Period 90
Reporting Monthly Financials 94
Starting with Momentum 97
Identifying Value Sources 101
Chapter 5: Month 3: Guarded Enthusiasm 113
Generating and Aggregating Ideas 116
Evaluating and Prioritizing Opportunities 122
Profiling and Planning Initiatives 127
Suspending Strategic Planning Formalities 137
Finalizing the Value Creation Plan 141
Chapter 6: Quarter 2: A Bit Overwhelmed 147
Ensuring Leadership Coverage 150
Organizing the Value Creation Team 159
Managing the Value Creation Program 162
Targeting, Tracking, and Triaging Value Creation 165
Chapter 7: Quarter 3: Gaining Momentum 173
Managing with Performance Indicators 176
Standardizing Operating Cadence 182
Incorporating the Board of Directors 189
Overcoming Bumps in the Road 195
Chapter 8: Quarter 4: Ringing the Bell 203
Confirming VCP Results 206
Rewarding Success 210
Planning Strategy Pragmatically 212
Integrating Plans and Budgets 216
Investment Period Outputs 227
Chapter 9: Year 2: Improving Infrastructure 229
Organizing Effectively 231
Operating Efficiently 238
Sourcing Strategically and Spending Economically 247
Financing Internally 256
Chapter 10: Year 3: Expanding Beyond 263
Optimizing Profitability 266
Pricing Intelligently 271
Pipelining Systematically 279
Integrating Pragmatically 286
Chapter 11: Year X: The Exit 297
Exit Timing 300
The Exit Process 302
Exit Preparation 305
Enjoying the Rewards 309
Chapter 12: Conclusion 313
References 317
Index 319
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private equity hold period; portfolio company hold period; hold cycle; investment period; optimize portfolio firm performance; management teams; performance management; restructuring; Acquisition Integration; portfolio company performance
List of Figures xi
Foreword xv
Preface xxi
About the Authors xxv
Acknowledgments xxix
Introduction 1
Core Audience 4
Organization of the Book 6
Chapter 1: Private Equity 9
The Asset Class 11
The Middle-Market 17
The Investment Cycle 22
The Motivation 24
Chapter 2: New Ownership 31
The Ideal Partnership 33
Anticipating Management Sentiment 36
Key Investment Period Roles 42
Operating Partner Involvement 49
Core Values 55
Chapter 3: Month 1: Consternation 59
Onboarding Together 62
Confirming Portco Leadership 69
Teaming Authentically 77
Overcoming Resistance 81
Chapter 4: Month 2: This Might Be Okay 87
Baselining the Investment Period 90
Reporting Monthly Financials 94
Starting with Momentum 97
Identifying Value Sources 101
Chapter 5: Month 3: Guarded Enthusiasm 113
Generating and Aggregating Ideas 116
Evaluating and Prioritizing Opportunities 122
Profiling and Planning Initiatives 127
Suspending Strategic Planning Formalities 137
Finalizing the Value Creation Plan 141
Chapter 6: Quarter 2: A Bit Overwhelmed 147
Ensuring Leadership Coverage 150
Organizing the Value Creation Team 159
Managing the Value Creation Program 162
Targeting, Tracking, and Triaging Value Creation 165
Chapter 7: Quarter 3: Gaining Momentum 173
Managing with Performance Indicators 176
Standardizing Operating Cadence 182
Incorporating the Board of Directors 189
Overcoming Bumps in the Road 195
Chapter 8: Quarter 4: Ringing the Bell 203
Confirming VCP Results 206
Rewarding Success 210
Planning Strategy Pragmatically 212
Integrating Plans and Budgets 216
Investment Period Outputs 227
Chapter 9: Year 2: Improving Infrastructure 229
Organizing Effectively 231
Operating Efficiently 238
Sourcing Strategically and Spending Economically 247
Financing Internally 256
Chapter 10: Year 3: Expanding Beyond 263
Optimizing Profitability 266
Pricing Intelligently 271
Pipelining Systematically 279
Integrating Pragmatically 286
Chapter 11: Year X: The Exit 297
Exit Timing 300
The Exit Process 302
Exit Preparation 305
Enjoying the Rewards 309
Chapter 12: Conclusion 313
References 317
Index 319
Foreword xv
Preface xxi
About the Authors xxv
Acknowledgments xxix
Introduction 1
Core Audience 4
Organization of the Book 6
Chapter 1: Private Equity 9
The Asset Class 11
The Middle-Market 17
The Investment Cycle 22
The Motivation 24
Chapter 2: New Ownership 31
The Ideal Partnership 33
Anticipating Management Sentiment 36
Key Investment Period Roles 42
Operating Partner Involvement 49
Core Values 55
Chapter 3: Month 1: Consternation 59
Onboarding Together 62
Confirming Portco Leadership 69
Teaming Authentically 77
Overcoming Resistance 81
Chapter 4: Month 2: This Might Be Okay 87
Baselining the Investment Period 90
Reporting Monthly Financials 94
Starting with Momentum 97
Identifying Value Sources 101
Chapter 5: Month 3: Guarded Enthusiasm 113
Generating and Aggregating Ideas 116
Evaluating and Prioritizing Opportunities 122
Profiling and Planning Initiatives 127
Suspending Strategic Planning Formalities 137
Finalizing the Value Creation Plan 141
Chapter 6: Quarter 2: A Bit Overwhelmed 147
Ensuring Leadership Coverage 150
Organizing the Value Creation Team 159
Managing the Value Creation Program 162
Targeting, Tracking, and Triaging Value Creation 165
Chapter 7: Quarter 3: Gaining Momentum 173
Managing with Performance Indicators 176
Standardizing Operating Cadence 182
Incorporating the Board of Directors 189
Overcoming Bumps in the Road 195
Chapter 8: Quarter 4: Ringing the Bell 203
Confirming VCP Results 206
Rewarding Success 210
Planning Strategy Pragmatically 212
Integrating Plans and Budgets 216
Investment Period Outputs 227
Chapter 9: Year 2: Improving Infrastructure 229
Organizing Effectively 231
Operating Efficiently 238
Sourcing Strategically and Spending Economically 247
Financing Internally 256
Chapter 10: Year 3: Expanding Beyond 263
Optimizing Profitability 266
Pricing Intelligently 271
Pipelining Systematically 279
Integrating Pragmatically 286
Chapter 11: Year X: The Exit 297
Exit Timing 300
The Exit Process 302
Exit Preparation 305
Enjoying the Rewards 309
Chapter 12: Conclusion 313
References 317
Index 319
Este título pertence ao(s) assunto(s) indicados(s). Para ver outros títulos clique no assunto desejado.
