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 Value Creation Playbook: Insights from the Front Lines
Best But Never Final: Private Equity's Pursuit of Excellence
1 hour 1 minute
1 year ago
Private Equity's Value Creation Playbook: Insights from the Front Lines
Lloyd Metz, Doug McCormick, Sean Mooney, and operating partners Mary Rachide from ICV and Bob Hund from HCI delve into value creation in private equity. They discuss the role of operating partners in enhancing portfolio company growth, from due diligence to strategic execution. The episode covers aligning company vision with actionable strategies, the importance of stakeholder collaboration, and the balance between innovation and risk management. Mary and Bob share their experiences in drivin...
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...
