Tamara Sakovska - The Private Equity Toolkit

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TAMARA SAKOVSKA

Copyright © 2022 by Tamara Sakovska. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

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ISBN 9781119697107(hardback)

ISBN 9781119697121(ePDF)

ISBN 9781119697114(ePub)

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To my family

The Private Equity Toolkit aims to be a book like no other in its field. It is the industry's first practical reference guide to cover all critical aspects of private equity deal execution, from sourcing to exit. As an experienced deal practitioner, I focus on the technical fundamentals and practical judgment skills required by investment professionals throughout the entire lifecycle of a private equity transaction.

This book will introduce you to a number of my proprietary frameworks, checklists and cheat sheets that will enable you to develop your own personalized blueprint for originating, evaluating, executing and monetizing private equity investments. With The Private Equity Toolkit by your side, you will be able to dive straight into actionable advice to address your most pressing needs, including:

1 Building a solid deal origination capability through thematic and opportunistic deal sourcing ( Chapters 1, 2and 3);

2 Identifying the best deal opportunities for your investment mandate and saving time by eliminating the rest ( Chapters 4and 5);

3 Evaluating the quality of the top management team you are seeking to back in your private equity investment ( Chapter 6);

4 Analyzing the business plan of an investment target, identifying the main drivers of value creation and developing your own investment base case ( Chapter 7);

5 Performing company valuation and robust deal structuring, for both majority and minority investments ( Chapters 8and 9);

6 Pursuing best-in-class deal execution through rigorous due diligence and thoughtful negotiation of the main transaction agreements ( Chapters 10and 11);

7 Adding value to your portfolio business by establishing effective governance processes and implementing an ambitious yet realistic Value Creation Plan ( Chapter 12); and

8 Monetizing your investments through conventional routes, or alternative exit strategies ( Chapter 13).