Unleash the Private Equity Mindset in Private Companies

New Program Coming in 2022

Become a highly-focused company that maximizes value and profitability by deploying the tools often used by private-equity leaders as they transform a company.

 
 

Globally, private-equity firms are being recognized as solutions-oriented, highly-focused investors that maximize value through an infusion of strategic, operational, and talent-management processes. This “private-equity mindset” challenges business as usual, and rewards and incentivizes executive leadership to align goals with market eminence, business growth, and value creation. This mindset institutes governance practices that look beyond yesterday’s business models, requires management and boards to be in sync on objectives and institutes strategic, financial metrics that focus on future goals. This program helps executive leaders from private companies unleash a private-equity mindset to increase firm performance, value, and profitability—key to remaining competitive in today’s business landscape.

The participant journey begins by exploring techniques to place a valuation on a private company, and the role financial statement analysis has on valuations and revealing untapped value.  Attendees will explore how private-equity leaders pull levers to increase value and accelerate performance, and how effective governance structures empower executive leadership to become champions of change. Participants will learn to use these tools to evaluate the root causes of disappointing performance initiatives, become forward-thinking as they develop growth strategies, and ultimately transform their organization into a financially sustainable company that thrives in highly competitive markets and meets owners' objectives.  

By attending, you will:

  • Explore how to place a value on a private company, and what private capital investors look for when seeking companies to invest in or acquire. 
  • Discover the central role financial statements play in discovering and unlocking organizational value. 
  • Learn various compensation models designed to incentivize and motivate management to infuse the private-equity mindset into company culture.
  • Discover the pillars to embrace change, become forward-thinking, and accelerate performance to stay ahead of competitors in fast-changing industries.
  • Explore successfully proven governance models typically found in private-equity sponsored companies that incentivize, motivate and align goals.

This program benefits senior executives from U.S. private companies, including family-owned businesses, who seek to increase firm performance and profitability, and/or seek to prepare their company to receive investor funding or be acquired. Private companies from a wide variety of sizes, and industries spanning manufacturing, technology, retail, and healthcare, will find this program beneficial.  

Titles such as Directors, Vice-Presidents, C-Suite Executives, and Board Members who are involved in growing and transforming their company to increase profitability will benefit from attending. As well as financial advisors who work directly with business owners will also find this program beneficial. 

Michael Minnis

Professor of Accounting and Charles E. Merrill Faculty Scholar

Michael Minnis studies the role of accounting information in allocating investment efficiently by both managers and capital providers. His recent research focuses on understanding the role of privately held companies in the U.S. economy and how these firms use financial reporting to access, deploy, and manage capital. He particularly enjoys identifying unique data and methods to empirically examine issues in a novel way.

Effective January 2018, Minnis became a member of the Private Company Council, the primary advisory council to the Financial Accounting Standards Board on private company issues. In this role he helps FASB understand the effects of accounting standards on private companies and helps shape new standards as they relate to private companies. He has also been engaged in consulting projects, working with the investment bank Lincoln International to develop and launch the Lincoln Middle Market Index which tracks the value of private middle market companies.

Prior to pursuing his PhD, Minnis worked in a variety of professional roles. He first started in corporate finance at Eli Lilly and Company, Inc. and later at Fitzgerald | Isaac, p.c. as a certified public accountant. Building on his knowledge and experience, Minnis went on to found Controller Associates LLC. His firm provided part-time controller and Chief Financial Officer services to start-ups, small companies, and non-profit organizations, as well as a variety of financial statement analysis and consulting services. He sold the firm to Milestone Advisors in 2006.

“Having worked with and studied companies ranging in size from large multi-nationals to start-up ventures, I have seen the usefulness and the power of the information conveyed in financial statements. I want managers, investors, and students to be able to take full advantage of this information.”

Minnis received his PhD from the University of Michigan and his BS from the University of Illinois, where he graduated with Highest Honors.


2022 PROGRAM DATES

Check back soon for spring and fall 2022 dates.