Case Studies

These private equity case studies provide examples of the ValueBridge.net models solving real-world problems. So far we have covered quick corrections that can fix broken value bridges, cross-border deals that require foreign exchange rate adjustments, quantifying the impact various ESG initiatives, value creation in buy-and-build or roll-up strategies, and the potential impact of tariffs.

Most case studies include Microsoft Excel downloads that are available to ValueBridge.net subscribers. Use them to develop a better understanding of the math, or as templates to add new content to your fundraising pitchbook, annual meeting presentation, or PPM.

Feel free to get in touch with me through the support page or my consulting website if you need additional help or bandwidth updating your private equity marketing or analysis content, including track record and value creation models.

Why value bridges need an equity dilution or concentration value driver

If you plan to use private equity value creation models to understand the sources of Fund or GP returns, you should always include a value driver that accounts for equity dilution and concentration.

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August 21, 2023 / Mike Reinard

How to fix a broken value bridge

Private equity value creation models used by GPs and LPs, and even academic and industry researchers, usually fail to capture how debt amplifies equity gains and losses. Fortunately, a broken value bridge can be fixed quite easily…

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August 27, 2023 / Mike Reinard

A Cross Border Value Bridge

Measure GP value-add after the impact of market multiples, addressable markets, and foreign exchange rates in a cross border value bridge.

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December 27, 2023 / Mike Reinard

Quick Cross Border Value Bridge

Quickly measure the market vs. manager IRR, with a handful of market multiple, addressable market, and FX data points.

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February 8, 2024 / Mike Reinard

Cross Border Return Matrix

Build a cross border return matrix to rapidly evaluate GP-driven returns vs. market forces in private equity portfolios.

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February 22, 2024 / Mike Reinard

ESG Trade-offs: SG&A vs. Valuation

Measure the equity return impact of fixed-cost ESG initiatives and their influence on portfolio company valuation.

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March 3, 2024 / Mike Reinard

ESG Trade-offs: Margins vs. Revenue

Measure the equity return impact of variable-cost ESG initiatives and their influence on portfolio company revenue.

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March 9, 2024 / Mike Reinard

Value Creation in Buy-and-Build or Roll-up Strategies

Measure operational and financial value creation in buy-and-build or roll-up investments with several add-on or bolt-on acquisitions.

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January 12, 2025 / Mike Reinard

Tariff Impact Calculator

Measure tariff-driven gains and losses in a private equity deal from changes to unit costs, pricing, volume, overhead, and valuations.

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April 23, 2025 / Mike Reinard