Any resources, templates, best practices to create a value creation plan or 100-day plan for portco? This is my first time building a value creation plan and doing take home assignment for PE ops.

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Each firm does it differently so no templates. But broadly a good value creation plan has a small number of really big initiatives... Say between 3 and 10. This is to make sure that there's enough management bandwidth to execute. In terms of content, at minimum I would include a 5-year financial model of how revenue and ebitda would grow, a list of your X initiatives with the corresponding financial impact, and a deep dive for each initiative

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Thanks

Dude
There are probably 100s of people who have done that in your firm
Just ask those who have

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my thoughts exactly...

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F

Might be helpful to ask in the PE and Buyside bowl. This one feels kind of useless with responses

I'm not in that bowl. Do you have invite link?

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OP were you able to find any helpful resources?

it’s called chat gpt

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