Private Equity Blog

PE Value Drivers Series: Part 2 of A Non-Cookie Cutter Approach to Investment Analysis and Portfolio Growth
Posted by Slade Kobran
Part 2 of my interview with Seacoast Capital Principal and Chief Marketing Officer, Phil Curatilo. You can view part 1 here. A few takeaways:
- Don't take a cookie cutter approach to investment analysis or portfolio growth. Some portfolio companies have grown organically, without a single add on, others the opposite or a hybrid.
- Evaluate and recommend according to each business's strategies and operations.
- A management team that’s not on board with an articulated plan of attack can prohibit growth and foster mistrust.
- An over-leveraged balance sheet or too much debt can lead to trouble. The management team needs room to implement their operating plans and take advantage of opportunities as they come along.
- Aligning with deep functional or industry expertise like Chief Outsiders has makes a lot of sense.
- Post close, firms like Chief Outsiders on sales and marketing projects, technology implementations, executive search, etc. add value.
Be sure to view previous interviews including John Broderick at Argosy Private Equity, Everett Hill from ICV Partners, and Nick Martino from High Road Capital Partners.
Topics: Private Equity
Jul 9, 2021 11:00:08 AMFeatured Chief Outsider
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Slade Kobran
Slade Kobran is an innovative strategic marketing executive with a proven talent for elevating the visibility, performance and profitability of growth-minded organizations. Kobran achieves these goals through the expert orchestration of branding, lead generation, market development, new product launch, and external and internal communications. He is known for his ability to identify new customer markets, products and revenue streams that generate substantial profit. Kobran’s many hats have included Chief Marketing Officer; Vice President, Strategic Initiatives; Vice President, New Business Development & Marketing Services; and Vice President, Marketing with such market leaders as Infogroup, ADP and Dun & Bradstreet.
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