The Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit

by Tamara Sakovska

Master the navigation of private equity deals from sourcing to exit with this comprehensive guide   The Private Equity Toolkit : A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit  offers readers the first complete guide to executing a private equity deal from start to finish. Written by an accomplished professional with twenty years of experience in the private equity space, this book is perfect for current private equity analysts and associates, as well as business students and professionals seeking to enter the private equity field.   This book covers every stage of the private equity process, from sourcing the deal to company exit. It provides a systematic overview of how   ·         Originate attractive investment opportunities;  ·         Generate superior deal insights;  ·         Form effective working relationships with management teams;  ·         Add value on portfolio company boards; and  ·         Achieve profitable investment exits.  The Private Equity Toolkit  equips its readers with actionable frameworks and proprietary tools that can be applied on a daily basis in the private equity industry. The content found within is designed to be current and helpful for years to come and appeals to a global audience. 

Genres: Finance, Business

356 pages, Kindle Edition

Published May 10, 2022

Reviews

[Javier HG · Rating 4 out of 5]

The Private Equity Toolkit, de Tamara Sakovska, me ha encantado. Es, sin exagerar, uno de los recursos más completos y mejor estructurados que he leído sobre la industria del private equity. De hecho, salvo porque no obtienes un título o un certificado, este libro sustituye perfectamente a un curso especializado.

Eso sí: no es un libro para principiantes totales. Necesitarás una buena base financiera (contabilidad, modelos de negocio, análisis de compañías…), pero si ya tienes esos fundamentos, este libro te hará avanzar muchísimo. Sakovska explica con claridad cómo opera realmente un fondo: el sourcing, las valoraciones, el proceso de inversión, el trabajo post-adquisición y la salida. Y lo hace con ejemplos concretos, herramientas prácticas y una visión honesta de lo que implica trabajar en este sector.

En resumen: imprescindible para cualquier persona interesada en private equity, tanto si quiere entrar en la industria como si simplemente quiere entender cómo funciona la maquinaria por dentro.

Una lectura que aporta muchísimo.

[Jonathan Fein · Rating 5 out of 5]

Comprehensive and accurate guide to private equity transactions and thinking. For those who are already in PE, this is a useful toolkit reminder covering a wide variety of situations and an interesting perspective to compare with personal experience.

For any future editions, I suggest more coverage of portfolio company management, including the many ways things can go wrong. More depth would be useful on the often delicate balance of proper board governance, management autonomy vs micromanaging the managers, navigating politics of founders vs professionals, and other challenging circumstances of value creation which are the majority of a PE professional's time. Another area where PE professionals spend a huge amount of time is fundraising and LP relations. While this book occasionally brought up issues with LP priorities, DPI, etc, the content does not match how much time is actually spent on this area in real life and how important it is for the existence of a PE fund.

[Guilherme Dantas · Rating 5 out of 5]

Bem escrito, didático e objetivo.

[Mallet · Rating 5 out of 5]

Thorough and accessible. This will definitely be one to revisit.

[Niklas · Rating 5 out of 5]

Comprehensive and practical. Can recommend especially for analyst and associate level or people with some business knowledge and interest in Private Equity.

[Zeyad Elhawary · Rating 5 out of 5]

Perfectly thought out and invaluable for anyone in the industry. Bought so many other books but none compare. Highly recommend

[Spencer Kimber · Rating 5 out of 5]

A great survey of all the subjects a deal team considers. Topics include deal sourcing, value creation drivers, valuation, deal structuring, due diligence, key legal documents, exit strategies, and more. While there is a plethora of book on these subjects, I have yet to read anything that brings it all together in such a practical, and easy-to-read way.

[Kendrick Vinar · Rating 5 out of 5]

This is the best starter manual for private equity I’ve read. It’s approachable yet insightful and dense enough to learn something. This will be a go-to recommendation for anyone early in their PE career (or later but in need of a solid refresher) or wanting to learn the what and how of the business.

Thanks to Grant McClure for the recommendation!

4.5/5.0