The Exit Playbook: The human key to exits
For wealth professionals with private equity exposure, the episode focuses on the people and stakeholder issues that arise during exit processes rather than only deal mechanics. It offers perspectives from investors and advisors on management alignment and communication as an exit moves forward.
Summary
By the private equity & secondaries deskThis episode of PEI Private Equity Spotlight is the fifth part of a six-part Disruption Matters miniseries on an “Exit Playbook,” focused on generating successful exits in a climate defined by scarcity. It covers human capital issues in exits, including management interest alignment, when to expand the “circle of trust,” and how to address other key constituents such as customers.
- The episode focuses on human capital issues that matter most in completing a successful exit.
- Management interests need to be aligned and reviewed regularly, not just at the start of the investment.
- The discussion covers when to expand the “circle of trust” as the exit process moves forward.
- It also addresses how to handle other key constituents, including customers.
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