Module 9
Portfolio Value Creation & Operations
How PE firms create value after acquiring a company through operational improvements, strategic initiatives, and management alignment.
Lessons
Lesson 1
The Value Creation Bridge
The four return drivers: revenue growth, margin expansion, multiple expansion, and debt paydown
~20 min
Lesson 2
The 100-Day Plan
Post-close priority setting, quick wins, and the transition from diligence to execution
~20 min
Lesson 3
Buy-and-Build Strategy
Platform acquisitions, bolt-on deals, and the math of multiple arbitrage
~20 min
Lesson 4
Operational Improvements
Procurement savings, pricing optimization, and working capital management
~20 min
Lesson 5
Management Assessment & Talent
Evaluating leadership, designing incentive packages, and aligning management with the value creation plan
~20 min
Lesson 6
KPI Monitoring & Reporting
Building dashboards, board decks, and portfolio review processes that drive accountability
~20 min