Скачать или смотреть PE Insight Series: First Impressions: PE Executives’ Investment Criteria

In the first installment of the PE Insight Series, Todd Taskey interviews eight private equity executives about how they make their initial assessment of a company.

Here’s a glimpse of what you’ll learn:
• [0:00] Introduction
• [2:36] The volume of deals private equity executives review monthly
• [6:17] Private equity executives’ investment criteria
• [9:06] Advice for structuring an investment pitch
• [17:17] How investment firms select potential deals
• [24:30] Elimination criteria for investment decks

In this episode…
Private equity executives often sift through thousands of investment decks each week. So what are their criteria for evaluating them, and how can business owners structure their pitches to capture interest?

Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, William Dyer, and John Findlay share their first impression requirements. With host Todd Taskey, the private equity executives talk about their elimination criteria for investment decks, the number of investments they evaluate each week, and how to craft a compelling pitch that resonates with investors.

Resources mentioned in this episode:
• Casey Swercheck on LinkedIn -   / casey-swercheck-a937594  
• Josh Bilmes on LinkedIn -   / josh-bilmes-58206733  
• Nick Moritsugu on LinkedIn - https://www.linkedin.com/in/nicholasm...
• Bill Sommerschield on LinkedIn -   / bill-sommerschield-28730116  
• Trent Sisson on LinkedIn -   / trentonsisson  
• Brian Schmidt on LinkedIn -   / brian-schmidt-b7949640  
• Bill Dyer on LinkedIn -   / bill-dyer-830332  
• John Findlay on LinkedIn -   / john-findlay-41664b12  
• Todd Taskey on LinkedIn -   / toddtaskey  
• Potomac Business Capital - http://potomacbusinesscapital.com

Sponsor for this episode…
This episode is brought to you by Fiscal Advocate.

Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.

They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.

To learn more and get started, visit https://fiscaladvocate.com/contact/.

Casey Swercheck is a Partner at Alterna Equity Partners, a PE firm focused on controlled and non-controlled investments in lower middle-market companies. In his role, he sources, evaluates, and structures new investment opportunities for the firm.

Josh Bilmes is the Managing Partner of Oceans Equity, a VC and PE firm that supports ambitious leaders. With nearly 20 years of investing and M&A advisory experience, he focuses on optimizing capital structures, allocating resources, recruiting executives, and establishing efficient organizational structures.

Nick Moritsugu is a Principal at Imperial Capital, a middle-market private equity firm. He is also a board member at Elase Med Spas and Frontier Service Partners.

Bill Sommerschield is the Managing Director at Keystone Capital, which invests in high-quality, market-leading businesses. He is responsible for evaluating investments, structuring and negotiating transactions, and managing portfolio companies.

Trent Sisson is the Managing Director of Mountaingate Capital, which helps entrepreneurs and management teams accelerate business growth. He is also a member of the firm’s investment committee.

Brian Schmidt is a Vice President at Court Square Capital Partners, a middle-market private equity fund. In his role, Brian is responsible for deal sourcing, growing existing investments, and overseeing the development and implementation of growth strategy.

Bill Dyer is the Managing Partner at Boathouse Capital, a debt and equity firm making minority and majority investments in middle-market companies across the US.

John Findlay is a Partner at Periscope Equity, a Chicago-based PE firm that partners exclusively with founder-owned, technology-enabled business services companies. He serves on the boards of eHouse, MAS Medical, WPAS, and Uprise Health.