Financial Anatomy of a Private Equity Exit

When exit time arrives, CXOs must be prepared.  Private equity managers expect a positive outlook on investment opportunities in 2022 following 2021, when the middle-market…

Template: An LBO Analysis Tool to Determine Market Value

What is a Leveraged Buyout (LBO)? A leveraged buyout, or the acquisition of another company by way of debt, is an investment strategy believed to…

The Dawn of In-House Corporate Development

How recent trends in portfolio level add-on origination could impact your role.  Private equity’s resiliency in 2021 proved that firms and their portfolio companies are…

Sponsor Operating Models: Finding Your Perfect Fit is Pivotal to Maximizing Success

Delving into operating styles to find your best match, and the importance of aligning yourself with the right fund. Part of diligencing a prospective role…

Create a Robust Cash Flow Forecast

As we know, it is essential that PE-backed CFOs keep a firm handle on their company’s current and future cash position. Recent turbulence in the…

Understanding Equity Structures in PE

Having a solid foundational knowledge of vesting plans can help you get the most out of a PE-backed opportunity.

Q&A with CFP David Rae: Financial Planning to Ease the Tax Burden

CFP David Rae shares his insights on managing your taxes after a successful exit.

Four Tips for Sales Leaders to Increase Forecast Accuracy

Make the Mean Absolute Percent Error (MAPE) your friend to boost accuracy.

Outside Board Directors Are About Much More Than Governance

Outside Board Directors (OBDs) can add perspective and experience to your board.

Distressed Debt and Vulture Capitalism

What is Distressed Debt? A company is considered to be in a state of financial distress when it cannot meet a majority of its financial…