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

by Tamara Sakovska (Author)

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.

Front Jacket

From a small, esoteric corner of financial markets several decades ago, the private equity industry has rapidly evolved into a powerful force driving global capital allocation, M&A, capital markets and IPO activity. Nonetheless, the industry's inner workings, including the core skills required for originating, evaluating, executing, monitoring and exiting private investments remain swathed in mystery.

So far, no industry practitioner has combined the best practices, analytical frameworks and habits learned from their own experience with an in-depth review of the relevant academic literature and up-to-date research to create a comprehensive and practical handbook for the private equity industry. The author's ambition is to fill that gap.

In The Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit, experienced investor and board director Tamara Sakovska delivers the first instructive reference guide that systematically covers every critical aspect of private equity deal execution.

Much of the content contained within--particularly regarding deal origination, management assessment, transaction structuring and deal monetization--is completely unique and not covered by any other published private equity book.

The Private Equity Toolkit offers a number of proprietary frameworks that structure and systematize best practices, making them more actionable and applicable for private equity professionals in their day-to-day jobs.

Readers will discover how to originate attractive investment opportunities, generate incisive deal intelligence, form effective relationships with management teams, add value on portfolio company boards, and achieve profitable investment exits.

An indispensable resource for current and aspiring private equity investors, The Private Equity Toolkit also belongs in the libraries of private equity deal advisers as well as founders, executives, board members and managers of companies seeking funding or looking to gain a deeper understanding of the core analytical disciplines that drive the sustained outperformance of successful private equity managers.

Back Jacket

PRAISE FOR THE PRIVATE EQUITY TOOLKIT

"The Private Equity Toolkit is jammed with intangible knowledge otherwise earned the hard way. Written in an engaging and personalized style, it provides a thematic and detailed tour of the investment process of deal sourcing, screening, structuring, and execution. This is essential in order to gain an edge in today's crowded private equity environment. A must-read in order to escape being trapped into the winner's curse."

--ELI TALMOR, Professor and Founder, Institute of Private Equity, London Business School

"The Private Equity Toolkit is a unique how-to from an experienced practitioner that takes the reader behind the scenes of the private equity deal world by demystifying the step-by-step approach to deals and transactions. Tamara combines her deep experience and easily readable narrative to offer curious students, interested analysts, aspiring young professionals, and general readers a comprehensive and enjoyable overview of the lifecycle of private equity deals and transactions."

--DIRK DONATH, Managing Partner, L Catterton

"A clear and practical 'how-to' guide covering the stages of the private equity investment process from the hunt and patience for the right deal to a successful exit and every step along the journey. A must-have resource for both starting and aspiring private equity deal makers."

--GIAMPIERO MAZZA, Managing Partner and Head of Italy CVC

"Tamara helps demystify the world of PE deal-making from a practitioner's standpoint in much the same way that we did with investment banking. Her systematic, step-by-step approach provides an accessible framework that will prove invaluable for aspiring PE professionals and seasoned pros alike. The Private Equity Toolkit will help serve as a differentiator in an ultra-competitive deal world."

--JOSHUA ROSENBAUM and JOSHUA PEARL, Co-authors, Investment Banking: Valuation, LBOs, M&A, and IPOs and The Little Book of Investing Like the Pros

"The Private Equity Toolkit will be a must-read for any candidate starting or considering a career in private equity. Tamara's holistic approach will give the uninitiated a real sense of the full scope of the role in a user-friendly, accessible, and methodical approach. In the ever-evolving PE space, Tamara has managed to capture some of the latest methods and thinking currently being used at leading PE firms."

--ALEX EMERY, Head of Asia, Permira

"The learning curve for new private equity professionals is steep, with historically few resources beyond on-the-job training. This book provides practical insights and pragmatic tools for the key building blocks of a successful private equity deal, from sourcing to exit. The author's accessible and systematic frameworks empower readers to excel as they launch their careers."

--TED BERK, Senior Lecturer at Harvard Business School and former Managing Director, Bain Capital

Author Biography

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.