Executing value creation plans to maximize returns
Hosted by Ernst & Young LLP Transaction Advisory Services
April 2, 2013 16:00 GMT
April 2, 2013 17:00 GMT
Leading private equity firms are maximizing investment returns by developing value creation insights before making a purchase, and executing a value creation plan from the beginning of the holding period through to exit.
Companies that faithfully execute their value creation plans throughout the investment lifecycle can enhance returns and outperform their peer group when they sell.
Join a panel of Ernst & Young LLP professionals and special guests as they discuss:
- Value creation drivers
- Possible steps for maximizing returns at exit
Jeff is the EY Global Private Equity Leader. He has served private equity clients for the majority of his 23 years at EY. Jeff has extensive experience leading due diligence engagements for both private equity and corporate acquirers. He has also been a member of the On-Call Advisory Practice, focused on transaction-related technical accounting matters.
XLR-8, LLC, Investment & Advisory Company
Bob is widely recognized as one of the best operating executives in the United States, having grown sales and profits of several businesses for nearly 30 years at General Electric Co., doubling the size of The Home Depot as CEO, then saving Chrysler and its iconic brands when the American auto industry began to collapse in 2008. He now has founded a new firm, XLR-8, LLC, Investment & Advisory Co., to combine his 40 years of experience optimizing business performance with a team of professionals that has unparalleled skills in fixing and growing companies. XLR-8 helps companies identify weaknesses and improve performance.
Ernst & Young LLP
Tom is a Senior Managing Director with EY’s Transaction Advisory Services and leads the firm’s Private Equity Value Creation Advisory practice for the Americas. He has more than 30 years’ experience assessing strategic and operational issues and helping private equity funds and their portfolio companies improve profitability and promote growth. Before joining EY, Tom spent the last seven 7 years as an Operating Partner for JLL, a middle-market private equity firm.
Ernst & Young LLP
Kerrie is a senior partner in EY’s Financial Services Office (FSO), New York. As global coordinating partner, she is responsible for the firm’s overall relationship with Royal Bank of Canada. Previously, she served as Americas Leader, Transaction Support Advisory Services (TAS). A seasoned professional with twenty seven years experience based in EY’s Toronto and New York offices, Kerrie has developed a strong global network and has worked with global, multidisciplinary teams to assist large organizations in executing complex initiatives across business lines and around the world. She is keenly aware of the challenges inherent in large scale transformational efforts and brings a wealth of experience to her clients.