The Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit

  • 5h 23m
  • Tamara Sakovska
  • John Wiley & Sons (US)
  • 2022

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.

About the Author

Tamara Sakovska 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.

In this Book

  • First Thoughts on Deal Sourcing
  • Thematic Deal Sourcing
  • Opportunistic Deal Sourcing
  • Deal Selection—Eliminating the Wrong Deal
  • Deal Selection—Identifying the Right Deal
  • Assessing the Top Management Team
  • Analyzing the Business Plan
  • Valuation
  • Deal Structuring
  • Deal Execution: Transaction Process and Due Diligence
  • Deal Execution: Legal Documentation
  • Adding Value Through Active Ownership
  • Exit Strategies and Deal Monetization
  • References