How to handle and investment with more than one equity infusion, distribution, add-on acquisition, divestment, refinancing, or dividend recapitalization.
The right way to handle a contingent earn out at either entry or exit.
Adjust entry and exit metrics for equity distributions generated from changes in a company debt levels.
Adjust entry and exit metrics for transaction-driven changes in debt levels during a holding period.
Adjust exit metrics for the divestment of operating entities that make incremental changes to the company’s effective balance sheet and P&L.
Adjust entry metrics for the acquisition of operating entities that make incremental changes to the company’s effective balance sheet and P&L.
Adjust exit metrics for prior distributions generated from operating cash flows or the sale of assets.
Adjust entry metrics for follow-on equity investments used to fund operations or acquire assets.
The right way to address transactional events that occur during a private equity investment’s holding period.
More on exit adjustments and the impact of cash holdbacks and escrows.