Agenda | Value Creation through the PE Lifecycle

 

Learn more about Value Creation through the PE Lifecycle: An EMPEA Masterclass with Faculty Leader EY »

Wednesday, 12 February 2014 – EY House, Cape Town, South Africa

8:00
9:00
Masterclass Registration & Breakfast
9:00
9:15
Welcome & Introduction

  • Emerging Markets Private Equity Association (EMPEA): Robert van ZwietenPresident & Chief Executive Officer
9:15
10:00
Module 1: Diligence – Setting the Stage for Value Creation

  • Defining the scope of due diligence and why it is crucial to maintaining and creating value in a portfolio
  • Examining the key transaction risks in private equity and how to mitigate these risks
  • How can diligence help you identify performance issues and set the foundation for a value creation plan?

Faculty Firms & Presenters:

  • EY: Matthew LeePartner, Transaction Advisory Services
  • EY: Graham StokoeAssociate Director, Transaction Advisory Services
10:00
11:15
Module 2: Value Creation Models

  • What are the key elements in and considerations for a value creation framework?
  • What are some leading practices in developing a value creation plan?
  • Who should be involved in the execution of the value creation plan?

Faculty Firms & Presenters:

  • EY: Sandile Hlophe, Transaction Advisory Services Leader, Africa
  • EY: Graham Stokoe, Associate Director, Transaction Advisory Services
11:15
11:40
Networking Break
11:40
12:30
Module 3: Exit Preparation

  • The timeline for exit preparation, and setting the stage for a successful exit
  • How do you use the exit planning phase to extract or enhance the remaining value?
  • What are some common pitfalls in exiting a portfolio company?

Faculty Firms & Presenters:

  • EY: Matthew Lee, Partner, Transaction Advisory Services
  • EY: Graham Stokoe, Associate Director, Transaction Advisory Services
12:30
13:25
PCase Study Presentation and Q&A Session: Value Creation in Practice

  • How are industry veterans putting value creation plans into practice?
  • What deal structuring tools do experienced fund managers utilize to drive value?
  • What are the similarities and differences in diligence and value creation models across different geographies and sectors?
  • How can managers get back on track when unforeseen issues arise?

Faculty Presenter:

  • The Abraaj Group: Ron den Besten, Managing Director

Interviewer:

  • Emerging Markets Private Equity Association (EMPEA): Robert van Zwieten, President & Chief Executive Officer
13:25
13:30
Closing Remarks

  • Emerging Markets Private Equity Association (EMPEA): Robert van Zwieten, President & Chief Executive Officer
13:30
14:30
Networking Lunch