Additional Services & Workshops
Building Compelling Equity Stories
Practical workshops with management teams to sharpen value-creation strategies, align leadership around high-impact priorities, and build compelling equity stories that resonate with investors and buyers at exit. Emphasis on clarity of strategy, measurable execution, and investor-grade storytelling.
Duration: 4 Hours
Objective: Enable portfolio company leaders to craft, evolve, and deliver equity stories that resonate with buyers and underpin premium exit multiples. The workshop strengthens leadership capability by:
Showing how equity stories are built throughout the PE lifecycle, not just at exit.
Connecting strategy and execution directly to investor narratives.
Providing frameworks to package proof points into credible, data-backed buyer materials.
Building resilience in management teams to handle investor and buyer scrutiny.
Equipping leaders with a “plan-on-a-page” that connects long-term vision to near-term delivery.
Teaching leaders how to anticipate buyer questions and prepare data-backed responses.
Clarifying the link between consistent execution and premium multiple outcomes.
Giving executives confidence that their story will stand up to external challenge, not just internal approval.
Content
The Evolution of Strategy: A rapid journey through major strategy thinkers (Sun Tzu, Chandler, Ansoff, Porter, Balanced Scorecard, Blue Ocean). Emphasise why in PE contexts, elegant theory is meaningless unless execution translates into measurable proof points.
Why Businesses Still Struggle or Fail: Analyse three main causes — elegant but un-executable strategies, people/process breakdowns, and lack of credible data. Use anonymised case examples from real PE situations
The Four Stages of the Investment Journey:
Stage 1 – Due Diligence: Turning a thesis into a story investors believe.
Stage 2 – First 100 Days: Building credibility with quick wins and proof points.
Stage 3 – Transformation (12 quarters): Sustaining delivery and evolving the equity story.
Stage 4 – Exit: Packaging delivery into a buyer-ready narrative.
Exit and Building the Equity Story: Stress-test current equity stories against buyer scrutiny. Facilitated roleplay: “pitching” the equity story to buyers and fielding objections.
Execution of the Thesis Strategy: Show how execution discipline (ownership, accountability, timelines, KPIs) underpins the credibility of the story. Provide dashboard/reporting templates.
Vision/Mission → Goals → Objectives → Execution: Create a one-page roadmap linking aspiration to execution. Each team drafts their own “plan-on-a-page.”
Wrap-Up: Identify the three weakest points in today’s equity story and set actions to strengthen them ahead of the next board cycle.
Key Takeaways:
Clarity on how equity stories must be built and reinforced from Day 1 of PE ownership.
Understanding of the most common reasons equity stories fail — and how to avoid them.
Tools to link execution discipline directly to equity story credibility.
Confidence in preparing for buyer scrutiny and handling difficult questions.
A practical plan-on-a-page template to communicate the story consistently to investors.
Deeper appreciation of the investor’s lens — what convinces them, what creates doubt, and what triggers premium multiples.
Enhanced ability to position the company as a differentiated, data-backed, and scalable asset.
A roadmap for continuously strengthening the equity story over the entire holding period, not just in the run-up to exit.