Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30 Page 31 Page 32 Page 33 Page 34 Page 35 Page 36 This module will expose participants to value creation methodologies using a company lifecycle approach. The moderator-led discussions along with speakers from a leading mid-market buyout firm will present real- life case examples of value creation strategies utilized at various stages of a company’s lifecycle: 1) pre-acquisition 2) post-acquisition 3) pre-exit and 4) post-exit. One company will be featured, illustrating the value creation strategies at each stage of its lifecycle. Other case examples will also be introduced to demonstrate different strategies (cash flow generation/debt pay down, earnings growth and multiple arbitrage) used for each stage. In addition, select case study deals will be used to discuss and explore value creation methods of a select group of private equity managers from different sectors that may include mega buyout, growth equity, venture and distressed strategies and general partner resources and skills sets. This module will also include the unique perspective of operating partners and CEOs that will provide a practical approach to discussing and challenging the merits of various value creation tools and techniques. KEY LEARNING OUTCOMES After completing this course participants should be able to: • Identify meaningful value creation drivers that could be employed by general partners in regard to buyout, growth equity, venture and distressed strategies. • Construct diligence questions or areas of review to uncover if/how a general partner may be executing (i) cash flow generation/debt pay down, (ii) earnings growth and (iii) multiple arbitrage value creation strategies. • Assess the value creation techniques used by a given general partner vis-à-vis the strategy pursued and the required resources and skill sets of the general partner. • Craft meaningful diligence questions aimed at assessing value creation from deal sourcing to exit. 27 DEVELOPED BY LIMITED PARTNERS FOR LIMITED PARTNERS LIFECYCLE OF A COMPANY – VALUE CREATION BRIDGE • Case examples of value creation strategies at various stages of a company’s lifecycle: - Pre-acquisition - Post-acquisition - Pre-exit - Post-exit • Toolkits employed by GPs to buy, monitor and sell companies: - Due diligence checklist - 100-day plan - Management assessments - Pricing - Annual reviews PRESENTATIONS, Q&A SESSIONS AND MODERATOR-LED DISCUSSIONS FROM LEADING GPs INVESTING IN MULTIPLE SECTORS REPRESENTING THE FOLLOWING STRATEGIES THAT MAY INCLUDE: • Mid-market buyout • Mega buyout • Growth • Venture • Distressed GROUP WORK - PEER EVALUATION AND DILIGENCE QUESTIONS DEVELOPMENT COURSE OVERVIEW COURSE OUTLINE