Value adding investors
7 important questions on Value adding investors
Why PE returns more different among each other than Public Equity?
Variation this skillset among PE's is big
How do PE investors believe they add value?
2. Information
3. Incentives mgmt
4. Governance
5. Business skills
1. Liquidity / availability regardless of market
2. Information based investment model
3. Greater incentives for management
4. Superior governance structure
5. Complementary business skills
Explain liquidity / availability regardless of MKT conditions?
In illiquid markets
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Explain difference in governance PE vs Public Equity
Difference small and big boards
Big board = more politics
Explain business skills PE
extra suppliers, customers, management
relevant info, experience
What can VC / PE investment investments have done to company at an exit?
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