Details

<p>Preface ix</p> <p>Acknowledgments xxi</p> <p>About the Author xxiii</p> <p>1 First Thoughts on Deal Sourcing 1</p> <p>2 Thematic Deal Sourcing 17</p> <p>3 Opportunistic Deal Sourcing 41</p> <p>4 Deal Selection— Eliminating the Wrong Deal 63</p> <p>5 Deal Selection— Identifying the Right Deal 79</p> <p>6 Assessing the Top Management Team 95</p> <p>7 Analyzing the Business Plan 113</p> <p>8 Valuation 159</p> <p>9 Deal Structuring 185</p> <p>10 Deal Execution: Transaction Process and Due Diligence 209</p> <p>11 Deal Execution: Legal Documentation 237</p> <p>12 Adding Value Through Active Ownership 259</p> <p>13 Exit Strategies and Deal Monetization 283</p> <p>References 317</p> <p>Index 331</p>

<p><b>Tamara Sakovska</b> is an accomplished private equity investor and finance author with over 20 years of finance and investment experience gained at firms including Goldman Sachs, HarbourVest Partners, Warburg Pincus, Permira and Eton Park. She is a Chartered Director currently serving on the boards of several publicly listed companies.</p>

<p>PRAISE FOR <b>THE PRIVATE EQUITY TOOLKIT</b></p> <p><i>“The Private Equity Toolkit</i> is jammed with intangible knowledge otherwise earned the hard way. Written in an engaging and personalized style, it provides a thematic and detailed tour of the investment process of deal sourcing, screening, structuring, and execution. This is essential in order to gain an edge in today’s crowded private equity environment. A must-read in order to escape being trapped into the winner’s curse.” <p><b>—ELI TALMOR, Professor and Founder, Institute of Private Equity, London Business School</b> <p><i>“The Private Equity Toolkit</i> is a unique how-to from an experienced practitioner that takes the reader behind the scenes of the private equity deal world by demystifying the step-by-step approach to deals and transactions. Tamara combines her deep experience and easily readable narrative to offer curious students, interested analysts, aspiring young professionals, and general readers a comprehensive and enjoyable overview of the lifecycle of private equity deals and transactions.” <p><b>—DIRK DONATH, Managing Partner, L Catterton</B> <p>“A clear and practical ‘how-to’ guide covering the stages of the private equity investment process from the hunt and patience for the right deal to a successful exit and every step along the journey. A must-have resource for both starting and aspiring private equity deal makers.” <p><b>—GIAMPIERO MAZZA, Managing Partner and Head of Italy CVC</B> <p>“Tamara helps demystify the world of PE deal-making from a practitioner’s standpoint in much the same way that we did with investment banking. Her systematic, step-by-step approach provides an accessible framework that will prove invaluable for aspiring PE professionals and seasoned pros alike. The Private Equity Toolkit will help serve as a differentiator in an ultra-competitive deal world.” <p><b>—JOSHUA ROSENBAUM and JOSHUA PEARL, Co-authors, <i>Investment Banking: Valuation, LBOs, M&A, and IPOs</i> and <i>The Little Book of Investing Like the Pros</b></i> <p><i>“The Private Equity Toolkit</i> will be a must-read for any candidate starting or considering a career in private equity. Tamara’s holistic approach will give the uninitiated a real sense of the full scope of the role in a user-friendly, accessible, and methodical approach. In the ever-evolving PE space, Tamara has managed to capture some of the latest methods and thinking currently being used at leading PE firms.” <p><b>—ALEX EMERY, Head of Asia, Permira</B> <p>“The learning curve for new private equity professionals is steep, with historically few resources beyond on-the-job training. This book provides practical insights and pragmatic tools for the key building blocks of a successful private equity deal, from sourcing to exit. The author’s accessible and systematic frameworks empower readers to excel as they launch their careers.” <p><b>—TED BERK, Senior Lecturer at Harvard Business School and former Managing Director, Bain Capital</b>

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