Does the private equity firm share my company’s culture and values?
In our experience, culture and people are everything to entrepreneurs. Entrepreneurs carry the burden of each employee’s professional and personal lives. This responsibility, coupled with a fear that a new partner may spoil what makes the company special and thrive, requires great care when selecting a private equity partner.
From Excellere’s core values to our process driven approach and focus, the firm was created to be an additive and complementary partner. As such, we strive to achieve the entrepreneur’s vision and create a legacy for the company’s founder(s) and team.
Is the private equity firm devoted to my industry or just an opportunist looking for the next good deal?
A fundamental component of Excellere’s investment strategy is our industry focus. It allows Excellere’s professionals to immerse themselves in a particular industry, and gain a deep understanding of opportunities and challenges.
During a transaction, this industry focus creates greater certainty and, after the close, greater alignment and a shared vision for the business.
A knowledgeable business partner like Excellere leads to collaborative decision making and communication, hallmarks of good partnership.
A fundamental component of Excellere’s investment strategy is our industry focus. It allows Excellere’s professionals to immerse themselves in a particular industry, and gain a deep understanding of opportunities and challenges.
During a transaction, this industry focus creates greater certainty and, after the close, greater alignment and a shared vision for the business.
A knowledgeable business partner like Excellere leads to collaborative decision making and communication, hallmarks of good partnership.
Does the private equity firm bring more than capital to the table? Is it tangible and real or just “hot air”?
When Excellere was formed, each of the founders committed to build a firm of substance, a firm that adds real value. To accomplish this objective, Excellere created the Value Creation Process, an entire system of best practices, tools, resources, and knowledge sharing that provides a roadmap to execute a buy and build growth strategy.
We believe that the power of this approach is profound. Imagine connecting the combined wisdom of 60-plus companies across dozens of industries and countless situations. Excellere believes that providing a roadmap and learning from the past is an essential part of consistently creating opportunity and value.
When Excellere was formed, each of the founders committed to build a firm of substance, a firm that adds real value. To accomplish this objective, Excellere created the Value Creation Process, an entire system of best practices, tools, resources, and knowledge sharing that provides a roadmap to execute a buy and build growth strategy.
We believe that the power of this approach is profound. Imagine connecting the combined wisdom of 60-plus companies across dozens of industries and countless situations. Excellere believes that providing a roadmap and learning from the past is an essential part of consistently creating opportunity and value.
Does the private equity firm have a reputation and track record of being a good partner?
Most, if not all, entrepreneurs share a common desire to find a private equity firm that focuses on the big picture, rather than the day-to-day business and, as we have heard, offer assistance without interference.
During your evaluation process speak with the CEOs and managers with whom the private equity firm has already worked. Ask about their level of support, the firm’s consistency and, most of all, the firm’s integrity. In a nutshell, you need to know if they do what they said they would do.
Excellere is very proud of the partnerships we create and would be happy to share all our references with you as part of your evaluation process.
Most, if not all, entrepreneurs share a common desire to find a private equity firm that focuses on the big picture, rather than the day-to-day business and, as we have heard, offer assistance without interference.
During your evaluation process speak with the CEOs and managers with whom the private equity firm has already worked. Ask about their level of support, the firm’s consistency and, most of all, the firm’s integrity. In a nutshell, you need to know if they do what they said they would do.
Excellere is very proud of the partnerships we create and would be happy to share all our references with you as part of your evaluation process.
How attractive will the private equity firm’s equity incentive program be for my managers & employees?
Along with accessing liquidity and a source of growth capital, entrepreneurs seek to reward loyal managers and employees for their contributions to the business.
To provide this extraordinarily important element to a transaction, Excellere designed a unique equity incentive program that can be widely distributed among many layers in the organization.
Along with significant participation, the equity incentive program provides managers with an immediate ownership opportunity and capital gains treatment, adding a greater sense of ownership and wealth creation potential.
Along with accessing liquidity and a source of growth capital, entrepreneurs seek to reward loyal managers and employees for their contributions to the business.
To provide this extraordinarily important element to a transaction, Excellere designed a unique equity incentive program that can be widely distributed among many layers in the organization.
Along with significant participation, the equity incentive program provides managers with an immediate ownership opportunity and capital gains treatment, adding a greater sense of ownership and wealth creation potential.
