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 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.
The right way set up exit metrics, given the various fund flows among buyers, sellers, lenders, bankers, and other parties.