Mergers and Acquisitions
Invest Your Money with Confidence

The 3-Phase Private Equity and Activist Strategy

 

There are critical paths to follow in a mergers and acquisitions process. In the SBI private equity and investor strategy, we provide a thorough screening and due diligence process that is critical for maximizing ROI and minimizing risks associated with investments and leveraged buyouts (LBOs). As a result, we enable a strategic value creation plan specific to each portfolio company.

 

Phase 1: Screening

Testing the investment thesis quickly.

 

Phase 2: Due Diligence

Make the right investment decisions.

 

Phase 3: Value Creation

Accelerate value realization for an investment.

 

 

Sales Strategy
How Private Equity Firms Accelerate Growth
Private equity firms feel stress at the beginning of each quarter. You need your portfolio companies to make the number. As a board member, you are constantly asking yourself, “how can we accelerate our growth rate?”  This post is focused on helping...
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Marketing Strategy
Will You Survive Private Equity Ownership?
Chief Marketing Officers are in a position to thrive under Private Equity (PE) ownership. PE firms invested because they want the upside, and marketing is a key ingredient to revenue generation.    Chief Marketing Officers who help PE firms create value in...
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Go-To-Market Strategy
7 KPIs to Evaluate Go-To-Market Effectiveness
Evaluating the effectiveness of a Go-to-Market (GTM) strategy, and the team driving it, is a challenge. How do you know if you have the right GTM strategy?  Here are 7 KPIs a CFO can use to assess their GTM plan...
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Sales Strategy
How to Double Your Organic Revenue Growth
Joining us as our guest expert is Jason Close, a key member of the team working behind the scenes of the successful Global Payments growth story. Global Payments literally doubled their revenue growth in a short period of time. Jason is here to...
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