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

About this episode

Paul Brennan discusses key lessons from his experience as a PE-backed CFO, focusing on exit preparation and value creation.

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 Timestamps 00:00 – 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-mi...

People in this episode

Host: Alex Rawlings

Guest: Paul Brennan

Topics covered

• private equity
• exit preparation
• value creation
• integration
• CFO insights

Keywords

• private equity
• CFO
• exit strategy
• value creation
• data requests

Mentioned in this episode

Organizations: Lindsay Precast, The Jordan Company, Raw Selection

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