Master the navigation of private equity deals from sourcing to exit with this comprehensive guide The Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit offers readers the first complete guide to executing a private equity deal from start to finish. Written by an accomplished professional with twenty years of experience in the private equity space, this book is perfect for current private equity analysts and associates, as well as business students and professionals seeking to enter the private equity field. This book covers every stage of the private equity process, from sourcing the deal to company exit. It provides a systematic overview of how to: Originate attractive investment opportunities; Generate superior deal insights; Form effective working relationships with management teams; Add value on portfolio company boards; and Achieve profitable investment exits. The Private Equity Toolkit equips its readers with actionable frameworks and proprietary tools that can be applied on a daily basis in the private equity industry. The content found within is designed to be current and helpful for years to come and appeals to a global audience.

Master the navigation of private equity deals from sourcing to exit with this comprehensive guideThe Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit offers readers the first complete guide to executing a private equity deal from start to finish. Written by an accomplished professional with twenty years of experience in the private equity space, this book is perfect for current private equity analysts and associates, as well as business students and professionals seeking to enter the private equity field.This book covers every stage of the private equity process, from sourcing the deal to company exit. It provides a systematic overview of how to:· Originate attractive investment opportunities;· Generate superior deal insights;· Form effective working relationships with management teams;· Add value on portfolio company boards; and· Achieve profitable investment exits.The Private Equity Toolkit equips its readers with actionable frameworks and proprietary tools that can be applied on a daily basis in the private equity industry. The content found within is designed to be current and helpful for years to come and appeals to a global audience.

Preface ixAcknowledgments xxiAbout the Author xxiii1 First Thoughts on Deal Sourcing 12 Thematic Deal Sourcing 173 Opportunistic Deal Sourcing 414 Deal Selection-- Eliminating the Wrong Deal 635 Deal Selection-- Identifying the Right Deal 796 Assessing the Top Management Team 957 Analyzing the Business Plan 1138 Valuation 1599 Deal Structuring 18510 Deal Execution: Transaction Process and Due Diligence 20911 Deal Execution: Legal Documentation 23712 Adding Value Through Active Ownership 25913 Exit Strategies and Deal Monetization 283References 317Index 331