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Private Equity Deal Success: Key Steps and Strategies for Investors

Discover the critical success factors for private equity deals. Learn how to find, evaluate, and engage with target companies effectively. Find the right broker, navigate the process, and build strong relationships with advisors. Take control of the process and network strategically to maximize your chances of success.

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Private Equity Deal Success: Key Steps and Strategies for Investors

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  1. So you want to do a Private Equity deal? 14 April 2005

  2. Critical Success Factors • It requires work- small chance of success • You will need to show commitment • Better to bring a deal to an investment house • Allows you to control process • Better quality interaction with investors • And, of course, network like crazy

  3. So where do I start? • Backable line experience • Full profit and loss and balance sheet responsibility • What is your role • Sector knowledge is invaluable • Operational experience is always sought by investment houses

  4. How do I find a business to buy? • Segment the market / markets of interest • Identify target companies which meet your criteria • Press searches • Brokers industry notes • Brokers notes on quoted businesses • Work out an approach strategy • Select your advisor

  5. How do I find the right broker? • Produce an investment case • Select a population of investors to engage • Knowledge of who would be interested • Approach through a known advisor • Agree what needs to be done • Its an art not a science

  6. What do I do then? • Your advisor will know what to do • Each situation is unique • The hard work is just beginning • It’s a marathon not a sprint • Ensure you have the time • Don’t over promise / under promise and over deliver

  7. So what now? • Come and chat • Outline your work programme • Do the preparatory thinking • Commission research • Network like crazy • Build a relationship with a trusted advisor • Be patient ……………. Clive Hyman, Managing Director Hyman Capital Services 15 Welbeck Street London W1G 9XT Tel: +44 (0)70 9286 4009 Fax: +44 (0)70 9286 4010 Mob: +44 (0)78 0263 4163

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