Sean Clay

More often than before, operating partners are being brought into the due diligence process in order to build a robust commercial and operational due diligence and to unlock hidden value before an acquisition. Join this session to hear from experienced operating partners on how they have approached the due diligence process in evaluating the company’s commercial performance, operational readiness, and integration fit to ensure smarter investments and faster post-deal value realisation.

·       Uncover value drivers and risk factors early through operational and commercial due diligence

·       Explore methodologies for evaluating market positioning, customer base health and revenue sustainability

·       Understand how to assess operational maturity, scalability and integration readiness to inform post-deal planning

·       Gain practical insights where due diligence led to successful value creation or helped avoid value traps

·       Where can operating partners get involved in due diligence?

·       What are the perspectives from the Portco executives? 

Do deal partners, operating partners and portfolio company leaders share the same vision when it comes to value creation? How can they come together to make sure the value creation priorities are aligned and executed to deliver towards that shared goal? Join this session to hear unique perspectives from different stakeholder groups and how they can work together to unlock innovative value creation strategies. 

Carve-out transactions present unique challenges, requiring a laser-focused approach to unlocking value from day one. Join this session to hear how operating partners can drive immediate impact and long-term success by aligning their carve-out strategy with a bullet-proof value creation plan.

·       Embedding value creation at the core of the carve-out agenda.

·       Ensuring leadership has the mandate and clarity to execute transformational change.

·       Defining critical roles and functions that drive success.

·       Aligning execution milestones with the deal’s broader ambition to maximize returns.