Sammy Siegal’s Post

Misalignment on exit expectations can lead to value-destroying friction between CEOs, boards, and investors. Regular exit talks - at least once a year -help to: •  clarify strategic objectives and align exit timing •  assess the business’s real value and define a compromise timeline •  review investment agreements and explore alternative exit strategies Regular and proactive exit talks foster trust, prevent wrong decisions, and maximize value for all stakeholders. Practical considerations for such exit talks are included in this article.  #ExitStrategy #ExitReadiness #BoardLeadership #CorporateGovernance https://lnkd.in/e-jsaJA7

💼 Recruiting Corner 💼 Unlocking Private Equity Culture: Debunking Common Misconceptions ❌ Myth: Within the fast-paced, highly competitive realm of private equity, vulnerability signals weakness. ✅ Fact: Embracing vulnerability is a strength, fostering transparency and facilitating prompt resolution of issues — be it individual performance or portfolio company challenges. ❌ Myth: Achieving success in private equity hinges on de-risking decision-making processes and gathering exhaustive information beforehand. ✅ Fact: Speed reigns supreme in PE. Navigating ambiguity is a fact of life in PE, and demands a blend of data-driven insights and the agility to act swiftly amid uncertainty. ❌ Myth: Private equity boards primarily exist to critique portfolio company executives and mandate abrupt business plan alterations. ✅ Fact: Board members are allies, eager to lend their expertise to maximize value within portfolio companies. ❌ Myth: Sponsors and boards expect executives to prioritize strategic planning and risk avoidance. ✅ Fact: Execution takes precedence over strategy for sponsors. They favor proactive risk-taking that fuels optimal execution, provided failed risks are iterated upon. Executives, what are other lessons you've learned about operating in the private equity-backed environment? #PrivateEquity #Culture #LeadershipDevelopment

𝗪𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝙙𝙤𝙣'𝙩 𝘁𝗲𝗹𝗹 𝘆𝗼𝘂 𝗮𝗯𝗼𝘂𝘁 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 It creates a division in your management team... Private Equity provides the flexibility to: ✅ De-risk management with partial exit ✅ Cash-out retiring shareholders ✅ Secure a return for "friends and family" investors Each group has different returns expectations b͟u͟t͟ ͟not everyone is motivated to maximise value. Management cash-out AND re-invest alongside Private Equity. In doing so, they become buyer AND seller.  Private Equity investors lean on management to agree the deal with shareholders. A "them and us" mentality emerges in the process. Creating division and tension in the final stages of negotiation. It's not uncommon for even the most harmonious of co-founders to fall out. Productivity of distracted senior leaders slides. So, what can teams do to prepare? 𝗛𝗮𝘃𝗲 𝘁𝗵𝗲 𝗱𝗶𝗳𝗳𝗶𝗰𝘂𝗹𝘁 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗲𝗮𝗿𝗹𝘆. ➡️Get clear who's in it for the long haul and who is winding down. ➡️Talk about how much is enough for each shareholder. 💡When was the last time you considered shareholder objectives? Need help?  Get in touch, it's what we do... #privateequity #businessowners #founders #successionplan

Private Equity Divide and Conquer! Why having difficult conversations early with co-founders, management and shareholders is so important before getting into detailed discussions with Private Equity... #privateequity #businessowners #corporatefinance  

Successful CEOs anticipate investor reactions and seek opportunities to outperform their expectations. Join my colleagues, John Kelleher and Radhika Ray, as they discuss ways to ensure that your company gets full recognition from investors for well-conceived and executed strategies. If you'd like to request an invite: https://lnkd.in/eGRkEeAj #InvestorMindset #CEOExcellence #CorporateFinance #Strategy #McKinsey #McKinseyWebcast

Don’t let your business be a red flag 🚩to investors. It’s common when firms are getting started, to fill critical roles with friends and family, regardless of their credentials. This can be seen as a major issue, so be sure to examine your management team through investor’s eyes. You must be able to justify these hires or consider making adjustments. Find out what investors are looking for with my resource: https://lnkd.in/eKTJuhG6 #Investor #Business #Management

After years of disruptive and often unpredictable global events, companies now consider reshoring one of the top solutions for building better resiliency. The most recent Reshoring Index from Kearney - Management Consulting reported that 96% of CEO respondents said they were evaluating reshoring, had decided to reshore, or had already done it. This article by Phoenix Investors, LLC explores how to overcome 3 common reshoring challenges. #PhoenixInvestors #Industrial #Manufacturing #Warehouse #RealEstate #CommercialRealEstate #Blog #Reshoring

“Proud to Share How Baker Industries is Making a Difference!” 🚀 At Baker Industries, we don’t just talk about business growth—we make it happen. 💡 Our team is dedicated to driving innovation, building strategic partnerships, and helping businesses scale in ways they never thought possible. Whether it’s connecting companies with the right investors, developing high-impact strategies, or opening doors to new opportunities, we’re here to help businesses not just survive, but thrive. Here are just a few ways we’ve made a difference for our partners: ✅ Unlocked new growth avenues through tailored business strategies ✅ Secured major investments, driving expansion and boosting profits ✅ Built lasting partnerships that fuel long-term success and sustainability We believe in the businesses we work with just as much as they believe in themselves—and we’re proud to be a part of their journey. 🌟 #BusinessGrowth #StrategicPartnerships #Innovation #BakerIndustries #BusinessSuccess

Gain valuable insights on diligencing and aligning with #privateequity sponsors to achieve optimal outcomes. Read PrivateEquityCXO and FALCON's #Top50 Private Equity Firms for Executives 2024 report to discover 2024’s winning firms and what executives can do to find optimal governance fit: https://lnkd.in/ga6rSs7a #leadership #management #valuecreation

After years of disruptive and often unpredictable global events, companies now consider reshoring one of the top solutions for building better resiliency. The most recent Reshoring Index from Kearney - Management Consulting reported that 96% of CEO respondents said they were evaluating reshoring, had decided to reshore, or had already done it. This article by Phoenix Investors, LLC explores how to overcome 3 common reshoring challenges. #PhoenixInvestors #Industrial #Manufacturing #Warehouse #RealEstate #CommercialRealEstate #Blog #Reshoring