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Management Teams and Organisation Issues in Private Equity Investments

Start Date:
8. November 2017
Finish date:
8. November 2017
Code:
PE360 - 11LON
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Description

Management Teams and Organisation Issues

in Private Equity Investments

 1-Day Executive Education Training Programme

 

Book by Friday 8th September to receive the Super Earlybird prices
Book by Friday 6th October to receive the Earlybird prices

Programme Overview

This workshop will equip participants with a general overview and practical tools to help them understand – and deal with - the range of management and organisational issues which investors need to deal with across the life cycle of an investment. In particular, it will provide a framework for assessing managers (both in-post and candidates) and teams, as well as identifying organisational effectiveness levels and how they can be improved. The sessions intend to show that, whilst such issues may be unfamiliar for financially-trained investors, and can appear complex, they can be approached in disciplined way that produces superior outcomes. Given the nature of the material, the course will be highly interactive.

Course Director 

Dr. Mike Hicks has been involved with private equity for the last 21 years as an LP and a GP, an adviser to business owners, a writer of research reports on the PE/management relationship and, above all, an adviser to PE investors on handling management and organisation issues pre- and post-deal. He has been involved in hundreds of situations across multiple industries and varying geographies. To read Mike's full profile, please click here

This course is aimed at:              

• Private equity professionals
• Consultants
• Investee managers

Key Learning Outcomes:

The course is intended to assist attendees significantly raise their level of capability in dealing with management and organisation issues in investor-backed companies, both pre- and post-deal. Attendees of this high impact 1-day course will gain an understanding of:

• How – and to what degree – management issues impinge upon investor decisions and returns.
• The wide range of factors which affect individual, team and organisation level performance – and how to approach them in the right way.
• The different types of interactions investors have with management teams and how to improve them.
• The key skills, tools and templates to deal with a variety of typical situations in a structured and confident manner. Ways to make ‘invisible’ management practices available for discussion and improvement.
• How simple practices can reduce risk, improve overall performance – and reduce the headaches investors experience in dealing with these issues.
• How to be better buyers and beneficiaries of any outside support you may get from recruiters, MDD providers or post-deal advisers.

Pre-Requisites: The course assumes decent knowledge of private equity activity, some exposure to general management books and, ideally, at least some stock of business experience and war stories. There will be a pre-course questionnaire to help benchmark attendee organisation practices against other firms.

Course Outline

Introduction
• Introductions, reviewing individual objectives and comparing experiences.

Why are management/organisation issues important for investors?
• Some data and anecdotes on the costs of failure and the implications of performance variations in management quality and practices. 

The factors which drive individual, team and organisational performance 
• An overview of the ‘hundred factors’ – and how to deal with the complexity.
• Why surprises happen – and why organisations often have low effectiveness.

Thinking about these issues
• The ‘what’ and ‘how’ of performance.
• The evidence gap; the knowing-doing gap and the talking-behaving gap.
• Quantity matters.
• Bangs and bucks. 

Investor-management interactions and how to improve them. 
• Situations and interactions across the deal cycle.
• Quality and quantity of internal efforts – what other investors do.
• Dealing with 3rd parties.
• The views of management about investors.

The key skills for learning about individuals, teams and organisations 
• Mapping the business needs – with exercise.
• Using and combining methods – with exercise.
• Calibrating and synthesising what has been learned – with exercise.

Rules of thumb 
• What evidence and experience have revealed about key aspects of managerial performance for investors and more generally.

Specific applications and techniques – three cases 
• Recruiting a sales director.
• Assessing a management team during a deal.
• Diagnosing an under-performing organisation.

How to learn more and improve your skills 

Final Q&A on areas of particular interest 

Given the nature of the material, the course will be highly interactive and high delegates participation is required.

Pricing Options

  • •  Super Earlybird - Book by Friday 8th September to receive the Super Earlybird prices.
  • •  Earlybird - Book by Friday 6th October to receive the Earlybird prices.
  • •  VAT - All prices exclude 20% VAT which will be added to your invoice or credit card transaction
  • •  New members receive a 50% saving on the non-member rates for their first booking. Click here to find out more about applying for annual membership. 

Member Rates

  Super
Earlybird Rate
Earlybird Rate Normal Rate
1 Delegate  £478  £637  £796
2 Delegates £860   £1146  £1433
3 Delegates £1290  £1719  £2149

 

Non-Member Rates

  Super
Earlybird Rate
Earlybird Rate Normal Rate
1 Delegate  £597  £796  £995
2 Delegates £1075   £1433  £1791
3 Delegates £1612  £2149  £2687

 

Want this course in-house? Please click here

For Frequently Asked Questions, please click here

Why Train with Us?

You can register for this programme in 3 easy ways:

  1. Online: using the ‘Book Now’ button found on this webpage
  2. Email: Scan and email to us your completed 1-page registration form, found on this webpage by using the ‘Download Brochure’ link (located top right of this page). Please email the completed form to info@ascentium-associates.com
  3. Telephone: Call us on +44 207 193 5423

 


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Cancellation Policy - Attendee cancellations received more than fifty (50) days in advance of the course will receive a full refund of the fees paid for a course. Cancellations received from forty-nine (49) to thirty six (36) days in advance of the course will be subject to a fee of 50% of fees paid. All cancellations must be made in writing (by letter, or email - proof of receipt will be required) to the relevant contact at Ascentium Associates or via This email address is being protected from spambots. You need JavaScript enabled to view it.">This email address is being protected from spambots. You need JavaScript enabled to view it. .Unfortunately no refunds will be made for cancellations made within thirty five (35) days of a course. Cancellations received less than thirty five (35) days in advance of a course will receive a 100% credit to be used at another course for up to 12 months from the cancellation date.

Substitution Policy - A registered attendee may transfer this place on a course to another colleague from the same organisation provided we are notified in advance of the commencement of the course.

Postponement Policy - Ascentium Associates reserves the right to postpone a course at any time in advance of a course if it becomes necessary to do so. Examples include but are not limited to: if the course trainer were to become unavailable and no alternative replacement found in time, or if we receive an insufficient number of registered attendees that would be required to effectively run a course.

If a course is postponed, delegate payments already received are entitled to a full refund of fees paid or they can elect to have the funds credited towards the fees of a future course and receive a 10% discount.

Ascentium Associates will confirm the status (running or postponed) of a course up to 2-3 weeks (or earlier) before a course’s scheduled dates and will contact attendees by email. It is advised that attendees do not undertake any accommodation or travel  arrangements until it is confirmed that a course will run. Ascentium Associates are not liable for any costs incurred by delegates if it becomes necessary to postpone a course.

Force Majeure - Force Majeure refers to circumstances beyond our control that make it impossible to run a course.  This includes but is but not limited to circumstances such as: bad weather conditions, acts of God, disasters, acts of terrorism, acts of war, strike action, regulations or orders of governmental authorities, civil unrest. In the case of force majeure, we reserve the right to keep attendee fees as a contribution to all incurred course related costs, such as venue and administrative costs.

Travel and accommodation - The course fee does not include any travel or accommodation costs incurred by attendees. Whilst Ascentium Associates may suggest accommodation nearby the training venue, we are not accountable for making any bookings for accommodation or transportation arrangements on behalf of attendees. Attendees are responsible for their own transfers to and from the training venue and we will not accept any liability for any transport disruption an attendee may encounter. Our cancellation policy applies if an attendee is unable to attend all or part of a course.

Course Leader and External Experts - Whilst course trainers and any external speakers and subject matter topics are confirmed in advance of the course, there may be circumstances beyond our control for which we reserve the right to change any aforementioned trainers, speakers or topics.

Programme contents – The course contents delivered verbally or provided in any format are purely for education and information purposes only and do not constitute advice or any course of action. Whilst all reasonable care has been taken for contents to be accurate and up to date, Ascentium Associates accepts no liability for any incompleteness or inaccuracy. Ascentium Associates accepts no liability whatsoever for any direct or consequential loss arising from the use of the contents of a course.

Programme Fee -  Fees allow attendees to go to all the training sessions and food and beverage refreshment breaks at the course. The fee also includes tuition and the training materials, which will be given at the course. Where applicable, the fees  are subject to local taxes such as VAT and these are charged upon registration.

  1. Payment - Full cleared payment of the fees must be received in advance of attending a course. Failure to do so may result in an attendee not being allowed to participate in the course. Payments can be made by most credit cards or wireRegistrations received fifteen (15) days or less before a course commences, then the payment must be via credit card.

Membership fees - Full cleared payment of the membership fees must be received in order to benefit from member rates. The annual membership fee applies for a full calendar year and is only refundable if the very first programme related to the member is postponed and a refund is requested. Even if only one programme is booked per annum, the membership fee is not refundable even if no more courses are booked during the remainder of year. 

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