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September 17, 2024 50 mins

We're in the heart of private equity's busiest season with Lloyd Metz, Doug McCormick, and Sean Mooney in this episode of 'Best But Never Final.' They tackle the fall deal rush, a period brimming with new deals and rigorous due diligence. The hosts share insights on efficiently assessing opportunities, focusing on key tools like Quality of Earnings Reviews, market studies, and management assessments. This episode is a must-listen for those new to the private equity deal rush, offering a clear view of the strategies and challenges involved in due diligence and value creation.

Episode Highlights:

1:53 - The fall deal rush in private equity explained, highlighting its significance.

5:47 - The pivotal role of Quality of Earnings Review in evaluating company performance.

7:37 - Importance of market studies for understanding competitive landscapes and growth potential.

12:10 - Why management assessments are crucial for gauging leadership effectiveness.

17:12 - The private equity firm's role in synthesizing due diligence findings into actionable strategies.

34:47 - Discussion on the importance of legal, IT, and insurance due diligence in the transaction process.

46:10 - Reflections on the predictive power of due diligence in investment success and the value of management alignment.

For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.

Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/
Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/

For information on HCI Equity Partners, go to https://www.hciequity.com
For information on ICV Partners, go to https://www.icvpartners.com
For information on BluWave, go to https://www.bluwave.net

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