Conveying a portfolio company's equity story is crucial, but it's more than just messaging—it's about showcasing a history of consistent top-line and bottom-line improvements.

As a result, our clients are seeking experienced cross-functional sell-side teams to initiate the exit and IPO readiness process one to two years ahead of exit, a departure from the past practice of starting just three to six months prior. Private equity firms value advisors who can rigorously test key negotiation points or valuation risks that might delay an IPO or sales process. Consequently, they are engaging us for equity valuation readiness services to craft this narrative earlier in the hold period.

In essence, a portfolio company should exhibit a history of addressing cyber and regulatory risks while capitalizing on value creation opportunities throughout the hold period. This approach strengthens their exit story for potential buyers.