Private Equity

We offer independent, bespoke support to management teams of private companies, whether backed by Private Equity or privately owned. Our focus is on the management team, helping them communicate clearly and confidently with professional investors, complementing the work of other advisors. h2Radnor specialises 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. We help leadership teams craft narratives that resonate with their audience and align strategy with investor expectations from the outset. As experienced specialists, we complement the work of M&A advisors by exclusively focusing on the strategic narrative and the key messages.

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 or private owners prepare to exit, or a process has begun, we ensure the equity story is current, clear, and compelling. We prepare management to articulate the investment proposition effectively to advisors and investors – distilling the multi-year plan into investor-ready messaging. Our advice and guidance mean management avoid the many pitfalls.

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 and presentation skills 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 – can be the difference between valuation loss and/or a deal even completing. Strong delivery improves engagement, helping optimise value by making the investment decision straightforward for the prospective buyer.

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
Q&A sessions so management are carefully prepared to be challenged
Support and training for management presentations
Management coaching where needed

Management preparation

We work closely with management teams to ensure the investment proposition is articulated with clarity, precision and confidence. Being strategically prepared, in substance and delivery, materially influences investor perception and valuation outcomes.

We apply capital markets judgement to how strategy, performance and forward plans are communicated in investor-facing situations. Drawing on extensive experience of transactions, investor meetings and capital market scrutiny, we assess how messaging will be received by a professional investor audience. We challenge inconsistencies, refine positioning and ensure that key value drivers are expressed in a disciplined and credible manner.

Our support typically includes:

Executive working sessions to test and refine the investment narrative
Objective and candid one-on-one feedback grounded in investor expectations
Structured rehearsal of management presentations
Rigorous preparation for investor Q&A, focused on valuation, risk and strategic credibility

The result is a management team that communicates with clarity, confidence, and impact when it matters most.

Email:
info@h2radnor.com

Telephone:
+44 (0)203 897 1830

Address:
68 King William Street
London
EC4N 7HR