Creating Deal Value Through Performance Improvement & Integration
Thursday, January 26, 2017 – 1:00 PM ET
As the private equity market has matured, it’s become harder for firms to create the outsized returns their investors have come to expect. According to Cambridge Associates, the rolling ten-year returns of the U.S. Private Equity Index peaked in 2013 and has been decreasing ever since. Both big and small private equity firms are facing challenges, and today they are placing a greater emphasis on the value creation process. But what’s the right value creation model?
Some middle market companies are emulating KKR, which has a captive consulting arm that it uses to create value at the portfolio level, and in turn create large exit opportunities. Other firms find this model too costly, and instead prefer to use a consultant model, while some try to strike a balance between staying in-house and outsourcing.
Join our panel of experts on January 26, 2017 for a look at what middle market companies should consider in the value creation process, as we examine different models that can provide opportunities for success.
Rhonda Schaffler is Anchor at The Deal, Editor-At-Large at TheStreet and Anchor of TheStreet TV. Schaffler has worked for over two decades as a broadcast financial journalist for global organizations including Reuters, CNN, Dow Jones and Bloomberg. She was a winner of the 2011 Society of American Business Editors and Writers Award for Excellence in Financial Journalism, Multimedia. Rhonda graduated with honors from Penn State University with a B.A. in Journalism and Political Science.
Principal, Transaction Services
Brian’s experience bands across manufacturing and process industries where he has led buy- and sell-side operations due diligence, carve-outs and integrations. During pre- and post-close he has led synergy development through the implementation of value realization within revenue and margin enhancement and COGS and SG&A alignment for global companies in the Fortune 500 and mid-market PE portfolio companies to delivery 3-10% EBITDA improvements.
Prior to joining Grant Thornton, Brian served as founding partner of Blossom Growth. Before that, Brian served as chief operating officer for several companies. He also spent 15 years in consulting with A.T. Kearney, Alvarez & Marsal and Kurt Salmon. Prior to consulting, Brian spent 14 years in various management roles in sales and marketing, manufacturing and supply chain.