Leading private equity owned companiesCFO leadership in private equity owned companies Background A larger group of CFOs in private equity owned companies Need to strengthen the management competencies and tools in the PE environment Subcontractor of training module as part of a four-day CFO training program Purpose Inspire the CFO:s about personal leadership development at the crossroads between the PE fund, the board of directors, the CEO and the finance team Concrete tools for developing personal leadership style and the finance team Solutions Development and facilitation of a tailor-made full-day module on effective leadership in PE owned companies Personal keynote speaker: Introduction to the PE market in Denmark Differences between the PE world and other forms of ownership How to work with the balance between Management and Leadership How you as a CFO can sell yourself and your team to your stakeholders both internally and externally Experiences, tips and tricks on CFO dilemmas with board work and CEO support Other speakers: A chairman's expectations of the CFO when it comes to growth and M&A A CFO's experience with turnarounds Roadmap for the development of the CFO and the finance function Results Strengthening of CFO network among the participants High satisfaction with practical and useful advice for both everyday life and development 88% strongly agree and 12% agree that it was worth spending time on Private equity journey with founder led B2B2C tech service business Background Private equity journey with founder led service business in volume driven and volatile B2B2C tech service market Fierce low price channel competition in core business Increasing service complexity and challenged margins Primarily blue-collar business Purpose Establish a leading pan-Nordic plug & play service provider Consolidate Nordic core business volume Develop and launch value-added services to grow operating margins Maximize equity value before exit Solutions Chair of the board Private Equity and Value-adding Leadership Cookbooks Growth strategy and Nordic value proposition Two add-on acquisitions, including fundraising roadshow Executive chairman during PMI Group management structure and Group CEO/management team Rebranding and omnichannel presence Strategic customer partherships Best practice manufacturing processes Results Nordic M&A driven market leader Improved customer satisfaction and new customer acquisitions Financial growth - however challenged by financial covenants Financial and operational restructuring Reengineered growth strategy Private equity journey in highly competitive B2B tech service market Background Private equity journey in highly competitive B2B tech service market Financial and operational performance below industry and competitor benchmarks Primarily white-collar business Purpose Accelerate operational and financial performance Increase market share Maximize equity value before exit Solutions Board member with dedicated role to implement industry best practices Prolonged CEO coaching Private Equity and Value-adding Leadership Cookbooks Interim management assignments Value activity analysis Sales force performance management Rebranding of value propositions Results Market share and profitability improvements Successful and attractive PE exit Private equity journey with founder led manufacturing company in Nordic B2B market Background Private equity journey with founder led manufacturing company within Nordic B2B market Tough competition qua RFQ:s and overcapacity at home and abroad Production oriented approach and low innovation rate Limited segment focus and share of wallet with existing customers Low involvement og middle management and employees Purpose Consolidate no. 2 market position in DK Grow export sales in SE/NO/GER Ensure commercially driven sales approach by an effective product-, marketing- and supply chain organization Capitalize new market trends via innovative products and service concepts Maximize equity value before exit Solutions Chair of the board Private Equity and Value-adding Leadership Cookbooks Fact-based strategy process with management team and employees Organizational review and development plans Executive chairman during transformation period Results Focused growth strategy with segment-based value propositions Divestment of non-core businesses and machinery Establishment of active management team and frequent employee communication Action plan ready for execution Quick, successful and attractive PE exit Private equity journey with founder-led B2B tech service business Background Private equity journey with founder led B2B tech service company Declining trend after many years of undisputed top line and earnings growth Purpose Board proposal for long term strategy and financial plan Solutions Board member and professional board Dedicated role as CEO sparring partner Turnaround and Strategy Cookbook process involving extended management team Strategic action 1-pagers Linking strategy and financial planning Results Board approved strategy Tools and process for implementation and follow-up on strategic action 1-pagers Strong management commitment Regained growth trend Eventually successfull and attractive PE exit Multiple knowledge sharing and cross industry network cases Background VP knowledge sharing network groups Recent or potential change from public to private equity ownership Purpose Inspiration, knowledge sharing and sparring Getting prepared for private equity ownership and optimizing collaborative relations Confrontation of comfort zones Solutions Keynote speech on Private Equity Leadership Cookbook Different types of private equity funds Typical focus areas and exit value Leadership under public vs private equity ownership Management and employee reactions Roundtable moderations Results Very active dialogues High experience transfer levels Very good audience evaluation Read more Private Equity Cookbook Value-adding Leadership Cookbook
