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Exit Planning
Exit strategy is all about preparation and execution: We help you prove there’s money left on the table, ensure an exit fits with your larger ambition, and address the many steps essential to achieving maximum returns.
In a market characterized by high interest rates and a growing exit backlog, telling a truly persuasive equity story to potential buyers is more important than ever. It requires evidence that the asset’s performance has not just ridden on the coattails of broader market trends, that there is money left on the table, and that the company is set up to capture that value.
Preparation is key to building an effective story. To understand what work still needs to be done fund managers should consider the following questions:
- Do we really understand how potential buyers will perceive this company’s performance to date and have we drawn clear links between specific initiatives and their impact on EBITDA?
- Have competitive or market dynamics changed (or will they change) and are we aligned with management around what to do about it?
- Do we know how much gas current strategies have left in the tank and have we developed a data-driven perspective on the value left to pursue?
- Is management working on new initiatives to spur the next phase of growth and how much traction has there been so far?
- If those initiatives or traction are lacking, what needs to happen to develop a new plan that will show buyers why this company has potential?
- Is the current team the right one for the next stage of growth and are we confident that buyers will see it the same way? What functions or capabilities do we need to strengthen to increase credibility?
Answer these questions well and you can rise above competitors and attract attention in a crowded exit market.
As the market leader for private equity funds and their portfolio companies, we have deep experience working with portfolio companies to articulate the full potential value of the business, detail management’s contribution to financial outcomes, deploy a plan to prove that the company has what it takes to capture more value, and fold it all into an equity story that acknowledges the current market and competitive context.
With a strong equity story in place, we can help you optimize your exit approach, prepare selling documents, and pre-qualify buyers to maximize your returns.
What to Expect
What to Expect
Position for performance
Identify the most attractive growth opportunities, put the company on a path to achieve them, and get runs on the board to show the opportunity is real.
Craft the equity story
Set the market and competitive context, draw clear links between the work done against the value creation plan and the results of the past few years, and show proof that the next wave of growth is real.
Optimize the approach
Whether it's an IPO, strategic merger, sale to new owners, or a management-led leveraged buyout, we'll help you assess the trends, timing, and market conditions most relevant to an exit.
Pre-qualify buyers and customize the sale
Develop the competitive and financial analysis required in a prospectus for a public or private listing, and identify potential acquirers, anticipate their needs, and determine how best to address them.
Our Exit Planning Experience & Impact
Our Exit Planning Experience & Impact
~5,000
Portfolio company cases completed
125%
Outperformance on deal MOIC vs. industry when we are engaged late in the hold period.
2.7x
Average gross deal multiple when we support diligence and post-acquisition value creation.
