All you need to know about Private Equity - Jamie Roberts YFM

This week we speak to Jamie Roberts Chief Investment Officer at YFM Equity Partners.

I took the opportunity to ask Jamie everything we all need to know about taking Private Equity in your business.

Even if you’re not looking at inward investment right now, there’s tons of great stuff in here including what PE houses look for, where the power really lies and the importance of doing your ow due diligence on any potential PE partner.

For more information on our sponsors, YFM Equity Partners, please visit www.yfmep.com (and when you contact them tell them Phil from Leeds Business Podcast sent you!)

INTRODUCING JAMIE ROBERTS

Jamie Roberts joined YFM in 2012 and is Chief Investment Officer and sits on the Board and Investment Committee. Jamie leads all the Investment and Portfolio activity across the UK. Since joining YFM Jamie has directly led and supported dozens of investments across all YFM funds. Jamie is passionate about social inclusion having led YFM’s first internship programme and works with a charity that focuses on less advantaged students to show them the opportunities that are available to them outside of their immediate network.

EPISODE HIGHLIGHTS

[00:01:30] What is ‘private equity’?

[00:02:45] How would a company benefit from private equity?

[00:07:00] Where strategic input from private equity comes from

[00:12:00] The downsides of a company taking private equity

[00:17:00] How to choose the right PE company for your business

[00:22:00] What private equity money can be used for

[00:27:00] What PE houses look for in a business pitch

[00:30:00] Successes and failures in private equity

[00:38:00] How to find the right type of investor in your business

[00:42:00] Do PE houses chase businesses or is it the other way round?

3 KEY TAKEAWAYS & BUSINESS LEARNINGS

• Private equity is not for everyone

• Management teams should do full DD on their potential PE partner

• There is a lot of investment money out there

3 MOMENTS TO LOOK OUT FOR

“It’s really weird how little time management teams spend on choosing the right equity partner”

“Management teams, have the power, not the funders”

“Why cant we just talk about mazing businesses… not the bad stories”

VALUABLE RESOURCES FOR YOU

Website: www.leedsbusinesspodcast.com

LinkedIn - https://www.linkedin.com/company/leeds-business-podcast/

Work with Phil - www.philfraser.co.uk

LinkedIn: https://www.linkedin.com/in/jamie-roberts-446baa6/

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