Exiting an investment is the critical final stage of the investment lifecycle, where value is realised and performance is measured. This one-day course is designed for Investment Directors preparing for their first exit, offering a practical guide to planning and executing successful realisations.
Delegates will explore how to optimise timing, manage stakeholders, and navigate the complexities of the exit process. Real-life case studies provide a clear roadmap for avoiding common pitfalls and maximising value at exit.
Audience
GP Firms: This course is designed for professionals within mid-market/growth/global capital firms.
Individuals: Ideal for investment directors who are taking a lead investor role and have an investment which is starting to consider exit timing. It is also for value creation specialists assisting with exit planning and preparation.
Key topics include
- Introduction to the importance of exit planning
- The concept of reverse 100 day planning (but longer)
- Quality of earnings
- Case Study: Value Drivers
- The key stages of an exit process
- When will you know the timing is right?
- Getting data room ready
- Vendor assistance and vendor due diligence
- Appointing advisors and the role they play
- When goal congruency can come apart (acting as a buyer or a seller)
What will delegates take away?
-
Strategic Exit Planning
Understand how to assess timing, market conditions and stakeholder alignment to optimise exit outcomes. -
End-to-End Process Insight
Gain a clear view of the full exit lifecycle, from preparation and positioning to buyer engagement and deal execution. -
Real-World Lessons
Learn from case studies that highlight common pitfalls and practical strategies for managing complexity and maximising value. -
Stakeholder Management Skills
Build confidence in managing internal and external stakeholders, including boards, advisors and buyers, during the exit process. -
Commercial Awareness
Strengthen your ability to evaluate exit options and structure deals that align with fund strategy and portfolio objectives.
Benefits to employers
- Stronger Exit Execution Capability
Delegates return equipped to lead or support exit processes with greater confidence, reducing reliance on external advisors and improving internal efficiency. - Value Realisation
Better-prepared investment professionals contribute to more successful exits, helping firms crystallise returns and enhance fund performance. - Risk Reduction
Training helps identify and mitigate common exit risks early, protecting value and reputation.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided along with lunch and refreshments, with a drinks reception at the end of the day. The course will kick-off with introductions followed by content from multiple speakers as per the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/ to take notes, such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials, including slides and case studies, will be shared with delegates.
Format
In-person, London
Course Director
Jon Andrew
Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.
After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.
In 2005, Jon joined LDC to focus on performance improvement in its portfolio companies. Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.
Jon was born in Middlesbrough and because he believes the team chooses you, is a long-suffering Boro fan. He is also an ardent Yorkshire Cricket Club follower and enjoys running and tennis. When not trying to keep in shape, Jon likes to spend time with his three daughters.
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.