Private Equity as a Viable Option for
the Lower Middle Market

EXIT PLANNING INSTITUTE WEBINAR

Private Equity as a Viable Option for the Lower Middle Market


CEPAs should consider PE as an exit option for smaller businesses:

  1. On the one hand: PE is moving down the market, looking to buy smaller companies, and sees direct deal sourcing as a competitive advantage.
  2. But on the other hand: PE firms are not staffed to deal with a high volume of small unprepared businesses.
  3. And many businesses in the lower end of the market are not only unprepared for, but also unaware of Private Equity as an exit option.

CEPAs are perfectly equipped to create substantial value for both business owners and PE investors:

  • Educate business owners about PE
  • Assess businesses’ fit and prepare them for a PE transaction
  • Help overcome common challenges in PE deals

Learning Objectives:

  • The composition of the Private Equity market, its various acquisition criteria and exit options
  • Situations that lend themselves best to a PE exit
  • Common challenges in PE deals and how to overcome them

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About the Presenter


 

Yelena Edelstein, CEPA, MBA

Yelena Edelstein, CEPA, MBA

Deal Partner

Meet Yelena Edelstein.

Yelena Edelstein is Deal Partner at Blackmore Partners, an independent private equity firm, specializing in “Executive-Led” investing. Yelena leads investment development and execution and has experience in evaluating businesses in a multitude of industries and across growth, turnaround, buy-build-grow, and market consolidation investment strategies.

Prior to Blackmore, Yelena’s PE experience included Amicus Capital Partners and WMG Capital. Yelena received her MBA from Northwestern University Kellogg School of Management.

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