The Private Equity Investment Lifecycle
At HBG Consult, our expertise spans the full investment lifecycle, from acquisition to exit, ensuring value creation maximization.
1.
Acquisition phase
- Target identification and screening
- Commercial and strategic due diligence
- Investment thesis validation
- Risk assessment and mitigation planning
Our Expertise
- Lead or support commercial and strategic due diligence
- Act as industry expert for PE funds on buy-side
- Assess valuation impact of strategic findings
- Challenge and stress-test management business plans
2.
Governance Phase
- Drive post-acquisition 100-day priorities
- Right capital structure
- Board composition
- Management capabilities and incentives
Our Expertise
- Assess and strengthen management team capabilities
- Advise on board composition and incentive structures
- Support 100-day plan design
3.
Strategy Phase
- Define vision & growth strategy
- Adapt strategic blueprint & business model
- Build KPI scorecard and performance framework
- Integrate exit options from day one
Our Expertise
- Redefine or adapt strategy to maximize value creation
- Craft equity story for exit
- Strategic blueprint definition and PMO implementation
- ESG roadmap integration
4.
Execution Phase
- Roll out key investments and strategic initiatives
- Monitor performance against business plan
- Manage and mitigate operational risks
- Support M&A and JV execution
Our Expertise
- Strategic project management and oversight
- Operational improvement and best practice implementation
- JV set-up, optimization and exit
- Buy and build acquisition support
5.
Exit Phase
- Define exit strategy and timing
- Prepare vendor due diligence (VDD)
- Run competitive sale process
- Structure transaction and negotiate terms
Our Expertise
- Commercial and strategic VDD
- Map and approach strategic and financial acquirers
- Craft and position equity story for maximum valuation
- Run competitive sell-side process end-to-end
- Manage advisors and coordinate the full exit process
