Pe-And-Exit
PE sponsors have high expectations of finance functions, and they should. These articles cover what good looks like — board packs, due diligence preparation, exit readiness, and the finance weaknesses that cost sellers real money at completion.
The First 100 Days After Acquisition: Why Finance Integration Fails (And How to Get It Right)
Finance integration after acquisition is not a systems problem. It's a people and process problem. Here's the practical sequence I've used to integrate finance functions across PE-backed buy-and-build portfolios.
Read more5 Finance Red Flags That Cost Sellers 10-15% of Enterprise Value
I've been on both sides of due diligence. These are the red flags that kill deals or cut valuations, and a checklist for what 'due-diligence ready' actually looks like.
Read moreWhat Your PE Sponsor Actually Wants From the Board Pack (And What They're Too Polite to Say)
I've presented to PE boards dozens of times. Here's what sponsors actually read, what they skip, and how to build a board pack that earns trust instead of testing patience.
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