Following are a few case studies of work for our recent clients.
Built platform for originating new investments based on industry best practices
-
Duane Street Capital, a newly-launched lower-mid-market private equity fund, wanted to ensure that it was using best practices for attracting high quality investment opportunities. The firm was particularly interested in using social media creatively to attract actionable opportunities. We presented Duane Street with a menu of deal origination methods that the firm's competitors were using, including but not limited to:
- Database searches
- Outreach to investment bankers
- Expert networks
- Cold calling
- Market mapping
- Blogs, Twitter, and other social media
- Gated online executive communities
- Together, we selected certain methods that we expected to have the highest return on time, and helped implemented changes to make those methods yield increased deal flow. In addition, we introduced the fund to a range of very senior executives interested in working with private equity funds such as Duane Street.
Structure, market, and recruit proprietary senior advisor network
-
A tier-1 private equity group wanted to build a proprietary network of retired and current C-level executives, board members, and consultants for its portfolio companies and for its own deal origination efforts. We led a team which built and managed a client-specific network of required executives, who were used as interim executives, board members, and consultants. The team:
- Tracked recent top executive movements within industry sectors of interest to the client
- Sourced newly retired executives in the industries of interest
- Screened the experts for fit, interest, and conflicts of interest
- Identified the right partners for background checks
- Managed ongoing deployment
- Built custom web-based portal to track pool of candidates
- We have posted a recent conference presentation on "Best Practices in Improving Portfolio Company Valuations by Working with Operating Executives".
