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The Hidden Mistakes Killing PE Value (And How to Fix Them)
The Hidden Mistakes Killing PE Value (And How to Fix Them)

The Hidden Mistakes Killing PE Value (And How to Fix Them)

17 min
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Episode Summary Paul Brennan, PE-backed CFO, shares lessons from exiting Lindsay Precast (sold to The Jordan Company), covering exit prep, value creation, and integration.⏱️ Key Timestamps00:00 – Intro & Background CFO experience across PE, public, and family-owned businesses.01:23 – Common PE Mistake Lack of clarity on why data requests matter → impacts alignment.03:13 – Exit Preparation 👉 Prepare every quarter Update data room  Review QoE  Avoid last-minute pressure 05:07 – Data Insight Customer profitability analysis revealed hidden value drivers.06:03 – Sale Process 👉 Management must own the narrative Review CIM as an outsider 07:46 – Final Exit Lesson Working capital & closing estimates need tighter focus.08:44 – Key Win CRM rollout improved pipeline visibility and buyer confidence.11:08 – Acquisition (Dutchland) 👉 Weekly integration + team collaboration drove success.13:57 – Finance Transformation Built FP&A + BI tools  Real-time data for better decisions 14:51 – Standardisation Unified processes improved scalability and exit readiness.🔑 Key Takeaways Align teams by linking actions to value creation  Always be exit-ready  Data visibility = competitive advantage  Own your story in a sale  Integration requires structure and consistency  Strong FP&A drives performance Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn https://www.linkedin.com/in/alexrawlings/ 🌐 Visit Raw Selection www.raw-selection.comLooking to grow your team? Check out our Hiring Guidesfor proven strategies, templates, and best practices to make smarter hires. 

The Hidden Mistakes Killing PE Value (And How to Fix Them)

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