DEVELOPED FOR LIMITED PARTNERS BY LIMITED PARTNERS 17 I 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. MODULE 5 COURSE OUTLINE 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 and Post-exit • Toolkits employed by GPs to buy, monitor and sell companies: - Due diligence checklist, 100-day plan, Management assessments, Pricing and 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