Private Equity & Value Creation conversation scripts

Establishing EBITDA Acceleration Milestones with Acquired Management Teams

The first 100 days post-acquisition often shape whether a PE portfolio company achieves its 3x MOIC target. How Operating Partners align portfolio executives on 100-day value creation roadmaps.

The 100-Day Value Creation Kickoff

Negotiating Transition Services Agreement (TSA) Exits from Parent Corps

Corporate parents charge exorbitant monthly Transition Services Agreement (TSA) fees to provide IT and payroll to carved-out subsidiaries. How to execute rapid standalone cutovers.

The TSA Exit Milestone Notification

Defending $3M NetSuite ERP Overhauls to Value Creation Committee Directors

PE investment committees hate large IT expenditures unless they directly accelerate M&A bolt-on integration speed. The ERP thesis pitch.

The M&A Integration Velocity Pitch

Enforcing 45-Day DSO and Inventory Lean Reductions on Plant Controllers

Uncollected receivables and excess raw inventory trap millions in unneeded debt. How PE Operating Partners enforce strict Days Sales Outstanding (DSO) collection targets.

The DSO Reduction Alignment Script

Transitioning a Slow Mid-Market CFO to a High-Velocity Private Equity Operator

When a family-business CFO cannot produce real-time 13-week cash flow forecasts, private equity sponsors must execute a dignified transition to an experienced PE operator.

The Dignified Executive Transition Script

Defending Synergies for 4 Bolt-on Software Acquisitions to Investment Committees

Investment committees demand proof that bolt-on add-ons can be integrated without margin dilution. How Deal Leads present post-merger synergy realization.

The Blended Multiple Arbitrage Pitch

Announcing Duplicate Role Redundancies Following Multi-Company Mergers

Following a 3-company merger, rumors of mass layoffs paralyze product development. How newly appointed CEOs address organizational consolidation with transparency.

The Post-Merger Integration Town Hall Script

Leveraging $200M Consolidated Portfolio Spend for 20% Software Rebates

Large software and cloud vendors can offer steep enterprise tier discounts when private equity funds pool purchasing power across all portfolio companies.

The Consolidated Master Purchase Agreement Script

Pitching Leveraged Dividend Recaps to Institutional Debt Underwriters

Pitching a $100M dividend recapitalization requires proving to debt lenders that portfolio free cash flow covers 4.5x total leverage with ample covenant headroom.

The Free Cash Flow Debt Service Defense

Running Dry-Run Due Diligence Sessions with Management Before Banker Roadshows

When investment bankers bring prospective strategic buyers, hesitant CEO answers on churn or tech debt can cut millions off the exit valuation. The dry-run management drill.

The Management Presentation Dry-Run Coaching Script