The formulas, tricks and trade secrets of Private Equity

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Analysis & Due Diligence

Analysis, accounting & due diligence are staple tasks in private equity investment. It’s important to make your analysis count by applying a surgical focus to a few key investment hypotheses.

Banks & Debt

The secret to private equity investment is receiving leveraged equity returns for debt risk. Banks & debt are therefore an important facet of private equity.

Dealmaking

In venture capital, entrepreneurs flock to investors. It’s the opposite in later stage private equity because entrepreneurs are already successful. So, dealmaking features heavily in private equity investment.

Entrepreneur

Most private equity pros have very little hands-on entrepreneurial experience. To really set yourself apart (and connect with portfolio companies), it helps to think, walk and live like a real entrepreneur.

Firm & Fund

Private equity is an investment methodology that is founded on the structure of private equity firms and funds. Day-to-day life in private equity investment is helped by an understanding of the bigger picture.

Private Equiteers

As with every industry, it pays to understand the human factors in private equity to ensure your success. Since private equity is so “private”, the human dynamics of investment are especially important.

Structuring

If there’s one theme that underpins the entire concept of private equity investing it’s structuring. The structure of an investment is what helps private equity funds achieve equity returns for debt risk.

Theories & Ideas

Private equity is full of ‘conventional wisdom’ and baseless platitudes. This section attempts to look at private equity investment concepts with a fresh viewpoint and minimal bias.

Valuation

On the surface, private equity valuations seem very simple: a market multiple multiplied by the latest earnings figure. But once you get your hands dirty, you’ll find a lot of complexity, which I cover here.

Anti-Private Equity

Is private equity really magic? Or is it just one big con? Even the most active advocates of private equity have to ask themselves this question from time to time, at a minimum, to understand the criticism.