David Kirby’s Post

Part 2 of my article on 'value creation' - whilst Part 1 focused on the economics of an individual deal, in this second part I look at what value creation means from the perspective of a private equity firm and an overall fund level. I hope it sheds some light on the inner workings of PE firms including the different roles involved in value creation, common internal processes and some of the practical implications for management teams working with PE. #valuecreation #privateequity

Simone Girardeau returns with part two of her series on the role of Value Creation in a private equity context, and what it means for management teams. She sets out the different models of Value Creation team, and the important role they might play pre-deal, during the hold and at exit. One of the things that differentiates us at Coppett Hill Growth Advisory is that we have worked in private equity value creation and investment roles, as operators and as consultants, meaning we can help to translate between these worlds. We aim to shed some light on the context behind certain Board dynamics, requests from your PE representative, or changes in priorities. Link in the comments. #valuecreation #privateequity #growth #strategy #gotomarket

What does ‘Value Creation’ actually mean in the context of private equity (“PE”)? Increasingly, more private equity firms have in-house value creation teams, and specialist value creation roles. Firms try to differentiate on their ‘value creation playbook’ and capabilities. What does that look like in practice if you are part of a private equity-backed management team? Simone Girardeau explores these questions through her first-hand experience (and a paper LBO!) in our latest article. Link in comments; follow Coppett Hill Growth Advisory for more. #privateequity #valuecreation #strategy #gotomarket #growth

In this month’s edition of Emerging Manager Monthly, Kerstin Dittmar, Managing Partner and Chief Investment Officer, and Danielle N. Beyer, Chief Operating Officer, spoke with Matthew McCue regarding L2 Point’s unique approach to financing late-stage growth companies and the benefits structured equity can offer to portfolio companies and investors alike. “What I love about structured equity is that it is not a one-size-fits-all product. We are crafting and tailoring each solution to the specific problem a company is trying to solve for at a specific point in time,” says Dittmar. Read the full story here (subscription required): https://lnkd.in/ejfvvQyq [emergingmanagermonthly.com]. #StructuredEquity #GrowthCapital #Investing

Having spent years working with private equity clients, we are delighted to have added to our offering in this space by welcoming Peter Keller to Venari Partners! We are thrilled to have added valuable experience to our private equity team – and now that Peter has well and truly settled in, we thought it would be a good idea to outline his experience in this sector while providing an overview of the market and what to expect as we expand our PE offering. Why is it more important than ever for PE firms to drive value creation through adding talent? Check out the article for more on Pete’s career to date, the state of play for PE right now, and how having the right talent strategy can pay dividends. #privateequity #industrials #executivesearch #talent

Being presented with a private equity offer can feel monumental as a business leader, especially when the initial numbers seem compelling. However, there's more to consider than the bottom line. Will the private equity firm be hands-on or hands-off in regard to daily management? How will your team feel if the firm wants to put their own management in place? With Oaklyn Consulting by your side, you can confidently navigate this complex transaction, ensuring that whatever decision you make is the right one for your business's future. Get started here to learn how to make informed and strategic decisions: https://lnkd.in/eV-4fu_5 #PrivateEquity #AlternativeInvestments #StartupFunding

Thanks to Leo Almazora at InvestmentNews for covering our launch. He discussed our acquisition of Mount Yale Capital Group, our new executive chairman, and our plan to introduce a new co-investment opportunity for our partner firms called Alt:62. “Launching exclusively with family office capital empowers us to pledge to our partners that we will not compromise our shared vision,” our founding partner Jim Dickson said about Alt:62. Click to read the whole article. #ElevationPointLaunch #WealthManagement #RIAs #FinancialAdvisors #Independence #GrowthPartnership #ValueAligned #OCIO #AdvisorSupport Elevation Point, LLC is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person.

In our recent Crown Capital webinar, Arleen Garza shared an incredible success story where she 4X the capital of her investors. She emphasized that no one backed out of the 6.5-year hold period because she clearly showed the numbers. When investors saw that the alternative was a $3 million loss, they understood the value. It’s all about transparency and making the numbers clear. 💼📈 At Crown Capital too, we prioritize clear communication and informed investment strategies to ensure our investor’s success. #CrownCapital #investing101 #multifamilyinvesting #apartmentinvesting #passiveincome #financialfreedom

In our recent Crown Capital webinar, Dustin Miles shared the inspiring story of his first deal. Dustin began his journey as a passive investor and served as a KP on his first active project. He held this investment for 12 years and remarkably sold it just a day before our webinar. Stay tuned with Crown Capital for more success stories and investment insights! #CrownCapital #PassiveIncome #CashFlow #MultifamilyInvesting #ApartmentInvesting #RealEstateInvesting

At Crimson Jay Executive Search Partners, many of our clients are backed by institutional investors. How valuable is the time of a institutional investor? Well for some, it's $2,500 for 30 minutes. I'm curious if anyone out there has seen this new practice? Link in comments. #privateequity #venturecapital #executivesearch #consulting