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Private Equity Value Creation: Frameworks, Strategies & Best Practices

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Private Equity Value Creation: Frameworks, Strategies & Best Practices

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

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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

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.

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Private Equity Value Creation: Frameworks, Strategies & Best Practices

FAQ

What are the 2 main value creation frameworks introduced in the guide?

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.

What are the 4 main levers of value creation?

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

What are the 5 essential steps to creating a value creation plan?

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

What are some best practices for PE value creation?

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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