What You Need to Know Before Selling to a PE Firm

1

Introduction

00:00 • 2min

2

How Much Time Do You Have at Duben Clark?

01:38 • 2min

3

Dubin Clark - What Is an Operating Partner?

03:41 • 3min

4

What's Your Favorite to Deal With Institutional Investors?

06:17 • 2min

5

Do You Want to Work With a Firm That Has a Track Record of Great Results?

08:12 • 2min

6

How Does a Fund Work?

10:34 • 2min

7

How Do You Interact With the Limited Partners?

12:13 • 2min

8

Co-Investment Rights - What's the Motivation?

14:03 • 2min

9

Limited Partners - What's Your Take as a Limited Partner?

16:15 • 2min

10

How Many Decision Makers Are There That Have to Sign Off in a Deal?

18:26 • 3min

11

M&A Time - Is Your Mandatory a Limited Partner?

21:06 • 2min

12

What's the Size Difference Between Platforms and Add-Ons?

23:16 • 2min

13

How Do You Handle Multiples in the Middle Market?

25:05 • 3min

14

How Many Transactions Do You Log a Year?

27:58 • 2min

15

Private Equity - What's Your Role in the Funnel?

29:52 • 4min

16

How Many Operating Partners Do You Have?

34:02 • 3min

17

Is There a Key Lever to Managing Multiple Companies?

36:46 • 2min

18

What Are the Key Metrics and Numbers That You Look at Within Your PE Firm?

39:04 • 2min

19

Is Your KPI Dashboard the Key to Fast Growth?

40:59 • 2min

20

What's the Most Important Criteria When Buying a New Platform Company?

42:30 • 2min

21

Is There a Leadership Team That Can Stay in Place?

44:08 • 5min