Private Equity

We offer independent, bespoke support to management teams of privately held companies – whether backed by Private Equity or privately owned. Our exclusive focus is on the management team – complementing the work of other advisors – by helping them communicate clearly and confidently with professional investors. We specialise in shaping and delivering a compelling equity narrative that reflects each company’s distinct circumstances and strategic goals.

Equity story positioning

A strong equity story is essential for attracting investors and achieving optimal valuation in any transaction and early communication sets the foundation for tracking progress and validating strategic goals. We help leadership teams craft narratives that resonate with their audience and align strategy with investor expectations from the outset.

Our support includes:

  • Developing a clear, consistent, and powerful investment case
  • Tailoring messaging for:
    • Sale processes
    • Ongoing investor communications
    • IPO preparation
  • Ensuring alignment between management, investor expectations and market dynamics

Preparing for exit

As sponsors prepare to exit, we ensure the equity story is current, clear, and compelling. We help prepare management to articulate the investment proposition effectively to advisors and investors – distilling the multi-year plan into investor-ready messaging.

 

We maximise value through a well-prepared management team by:

  • Identifying key value drivers
  • Translating strategy into key messages
  • Creating supporting materials, often backed by third-party data
  • Building confidence through consistent messaging

Exit readiness

At the point of exit, a strong and confidently delivered equity story is critical to achieving a successful outcome – whether to a Private Equity sale, trade buyer or via IPO. Our role is to ensure the management team refine and deliver precise messaging that highlights the business’s strengths.

Being fully prepared – both in content and delivery – reduces the risk of valuation loss and/or preventing the deal entirely. Strong delivery improves investor engagement, helping optimise value by making the investment decision straightforward.

 

 

We work with our clients to deliver:

  • Collaboration with sponsors and M&A advisors
  • Ensuring strong delivery in both written and verbal formats
  • Improving investor engagement and decision-making
  • Management coaching where needed

Management coaching

We work closely with management teams to refine delivery and build confidence in investor-facing situations. While often overlooked, how you deliver a message can be just as critical as the message itself.

That’s why our advisory support typically includes coaching and rehearsal sessions—ensuring you communicate with clarity, confidence, and impact when it matters most.

 

Our process involves:

  • Face-to-face sessions with leadership teams
  • Candid feedback and one-on-one coaching
  • Full presentation rehearsals
  • Extensive Q&A preparation to ensure readiness for external engagement

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info@h2radnor.com

Telephone:
+44 (0)203 897 1830

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EC4N 7HR