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PE Value Creation Guide

Private Equity Value Creation:
Frameworks, Strategies & Best Practices

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Guide

Private Equity
Value Creation:
Frameworks, Strategies & Best Practices

Structured Frameworks, Crucial Drivers and Impactful Strategies for Private Equity Value Creation

PE Value Creation Guide

Why Consultport’s PE Value Creation Guide?

  • 2 Practical Frameworks to structure your strategic direction

  • 10 Value Creation Strategies under 4 main strategic levers

  • 5-step procedure to craft a comprehensive value creation plan

  • 1 Value Creation Plan Template to get started

  • Features of the Value Creation Plan
  • Screenshots of PE Value Creation Guide

For Private Equity (PE) firms, value creation is about realizing the intrinsic value of an investment through growth opportunities and leveraging capabilities of their portfolio companies.

The clock starts ticking for everyone to deliver value as soon as a company is added to the portfolio. Thus, a meticulous planning process and a comprehensive value creation plan is crucial for PE firms to ensure that their investments would reach their full potential by the end of the deal cycle. A robust planning procedure also enables PE partners to identify potential threats and actively mitigate them.

Presented by Consultport, this practical guide offers structured frameworks, crucial levers and impactful strategies for value creation. We’ve also included a 5-step guide and a hands-on template for you to create a comprehensive value creation plan. Finally, we offer 3 best practices to maximize your value creation efforts.

Frequently Asked Questions (FAQs)

The guide introduced the conventional framework which focuses on the effect of EBITDA, Multiples, and Net Debt on created value. The guide then introduced the Created Value Attribution (CVA) Framework that links growth in enterprise value with specific operational and investment activities.

The 4 main levers commonly adopted by PE firms for value creation include operational improvement, strategy implementation, organizational upgrade and financial engineering.

Businesses mostly hire an interim manager during leadership transitions. Other common assignments include crisis management, business expansion, turnaround, and change management.

When thinking about value creation, PE firms should prioritize high-impact initiatives, plan like a CEO and ensure transparent engagement with the leadership team of the portfolio company.

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PE Value Creation Guide!

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