We specialize in presentations on deal origination, elicitation, due diligence, and social media technologies. We have spoken before over 3,000 investors and executives to rave reviews. Following are slides from some recent events. Every presentation is customized to the interests of your audience.

Presentations to Institutional Investors and Investment Bankers

• Where Are the Deals?!: Best Practices of Private Equity Funds in Originating Investment Opportunities
  How to become a magnet for potential investments; use social media technologies; and search for companies with motivated sellers. Based on the first-ever research study on deal origination best practices and our proprietary dataset of 150 institutional investors origination practices. Published in Harvard Business Review.
• Straight from the Horse's Mouth: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources for Due Diligence
  What questions should you ask? What are the killer phrases NOT to say? Based on the best practices of intelligence professionals, psychologists, and journalists in gathering information.
• It's the People: Improving Private Equity Portfolio Company Valuations by Working with Operating Executives
  How to build a pool of senior executive talent around your investment fund, whom you can tap as board members, interim executives, full-time executives, and deal sources. Based on David Teten's experience growing Evalueserve Circle of Experts.

Presentations to Executives

• How Executives Can Work with Private Equity and Venture Capital Portfolio Companies
  Focus on how you can win board memberships or full-time executive roles with the portfolio companies of private equity and venture capital firms. Learn how to earn significant extra income as a member of an expert network, without distracting from your current job. Discusses how institutional investors typically engage with outside executives: through executive recruiters, expert networks, senior advisor networks, research firms, etc.