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. Last, new models will be introduced that provide a value creation bridge with specific measurement of key actions taken by the company during the PE ownership phase. KEY LEARNING OUTCOMES After completing this course participants should be able to: • Identify meaningful value creation drivers that could be employed by general partners related to buyout, growth equity, venture capital and special situation strategies. • Determine if a manager possesses the required resources and skill sets to execute value creation strategies of the general partner. 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. • Supported by new value creation measurement tools, evaluate at a detailed level any given manager’s ability to add value through operational engagement, financial engagement or strategic guidance. • Craft meaningful diligence questions aimed at assessing value creation from deal sourcing to exit. 19 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 • Large buyout • Growth • Venture • Special Situation COURSE OVERVIEW COURSE OUTLINE