Best But Never Final: Private Equity's Pursuit of Excellence
Doug McCormick, Lloyd Metz, Sean Mooney
42 episodes
2 weeks ago
Sean Mooney, Doug McCormick, and Lloyd Metz dissect the gap between textbook valuation methods and what actually happens when private equity firms decide what to pay for a business. They compare DCF models to LBO models, debate the usefulness of terminal value assumptions, and explain why market-based approaches trump theoretical frameworks. The conversation reveals how deal psychology, credit availability, and real-world capital structures shape valuation decisions far more than any spreadsh...
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Sean Mooney, Doug McCormick, and Lloyd Metz dissect the gap between textbook valuation methods and what actually happens when private equity firms decide what to pay for a business. They compare DCF models to LBO models, debate the usefulness of terminal value assumptions, and explain why market-based approaches trump theoretical frameworks. The conversation reveals how deal psychology, credit availability, and real-world capital structures shape valuation decisions far more than any spreadsh...
Private Equity’s Guide to Board Meetings: Building Strategy and Driving Value
Best But Never Final: Private Equity's Pursuit of Excellence
52 minutes
5 months ago
Private Equity’s Guide to Board Meetings: Building Strategy and Driving Value
Board meetings are a critical tool for private equity firms to drive strategy, track progress, and unlock value. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore how private equity boards operate, from setting agendas and assembling members to balancing tactical updates with strategic discussions. They discuss the importance of preparation, the role of independent directors, and how to ensure that board meetings foster alignment and productive decision-making. Whether you’...
Best But Never Final: Private Equity's Pursuit of Excellence
Sean Mooney, Doug McCormick, and Lloyd Metz dissect the gap between textbook valuation methods and what actually happens when private equity firms decide what to pay for a business. They compare DCF models to LBO models, debate the usefulness of terminal value assumptions, and explain why market-based approaches trump theoretical frameworks. The conversation reveals how deal psychology, credit availability, and real-world capital structures shape valuation decisions far more than any spreadsh...
