The Exit Playbook: Starting with the exit journey in mind
For wealth professionals who allocate to private equity, the episode offers operating partners’ views on how exit planning and portfolio work are being framed when exits are scarce. It is grounded in how managers describe linking value creation to buyer expectations.
Summary
By the private equity & secondaries deskThis episode of PEI's Disruption Matters miniseries focuses on an “Exit Playbook” for a climate defined by exit scarcity. Guests argue that investment cases should be tied to the likeliest exit scenarios and that value-creation efforts need to support the story sellers pitch to buyers. They also discuss assessing current management teams and IT solutions early so companies are built to grow and sustain performance.
- The third episode of the fifth season focuses on generating successful exits during a climate defined by exit scarcity.
- Guests say any investment case needs to be tied to the likeliest exit scenarios.
- Not all value-creation efforts are viewed equally by buyers, so the exit journey should support the story the seller hopes to pitch.
- The discussion includes taking a hard look at management teams and IT solutions as early as possible to build companies that can grow and sustain performance.
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