Private Equity

We specialise in supporting management teams through the exit process, helping them craft and communicate a compelling equity story tailored to their specific exit strategy – whether it’s a sale to a private equity sponsor, a trade buyer, or an IPO.

As experienced specialists, we compliment the work of M&A advisors by focusing on the strategic narrative and presentation readiness of the leadership team. Our approach is independent and bespoke, adapting to the unique requirements of each transaction, whether the company is preparing for a fundraise or a sale.

We work directly with management, typically through face-to-face sessions, to assess and refine the existing equity story. Our process includes candid feedback, one-on-one coaching, and full presentation rehearsals, including Q&A preparation, ensuring the team is confident and well-prepared to engage with external stakeholders.

Typically, we are introduced to a process at one of three points:

1. Early Stage Engagement

After a sponsor acquires a company and agrees on the strategy and five-year plan, it’s crucial to communicate objectives clearly to various stakeholders.

We work with sponsors and investee companies to distil the plan into key messages and create supporting materials, often backed by third-party data.

Early, effective communication helps management set relevant goals that validate the strategic plan and demonstrate progress to future investors.

2. Preparing for Exit

When a sponsor prepares to exit, the company must be ready to present a clear and compelling equity story to external audiences.

We support our clients by identifying key messages and creating materials that help management communicate effectively with advisors and investors.

A well-prepared team delivering a consistent investment proposition builds confidence, reduces duplication, and helps maximise stakeholder value.

3. Point of Exit

At exit, a clear and confident equity story is key to a smooth sale – whether to a PE sponsor, trade buyer, or via IPO.

We work with sponsors and M&A advisers to refine and deliver precise, fact-based messaging that highlights the business’s strengths.

With extensive experience in private transactions, we ensure the management team presents a compelling investment case, both in writing and in person.

Strong delivery improves investor engagement, helping maximise value by making the investment decision straightforward.

Email:
info@h2radnor.com

Telephone:
+44 (0)203 897 1830

Address:
68 King William Street
London
EC4N 7HR