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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https://leedsbusinesspodcast.com/podcast/zandra-moore/ (invested in by YFM)
https://leedsbusinesspodcast.com/podcast/adam-oldfield/ (invested in by YFM)
https://leedsbusinesspodcast.com/podcast/business-problems-solved/
https://leedsbusinesspodcast.com/podcast/4-business-problems-solved/
https://leedsbusinesspodcast.com/podcast/phil-fraser/
ABOUT YOUR HOST
Phil Fraser went from an accidental kitchen table start up, with no investment, all the way to multi-million pound sale to a PLC 18 years later. He’s travelled the full SME business journey of launch, growth, scale and exit.
As well as hosting the Leeds Business Podcast, Phil now works with ambitious SME-owners as a Business Sounding Board (think somewhere between Business Coach and Business Mentor). In simple terms, he’s ‘a pair of ears and an extra pair eyes’ for SME Owners helping them to be better at what they do. Phil’s mantra is It doesn’t need to be ‘lonely at the top’. He helps Business Owners to be better business owners, by helping with their clarity and focus.
As a Business Sounding Board, he gives SME Owners the time & space to regularly discuss their challenges and opportunities, with no sense of judgement or bias, and in complete confidence. This allows them to explore their options in full, culminating with a list of issues to address/clarify, a clear target in mind, a roadmap to success, and a renewed enthusiasm and confidence for the challenges ahead.
Want to work with Phil to help you? See www.philfraser.co.uk.
LEEDS BUSINESS PODCAST
Private equity, PE houses, Leeds, Leeds Business, Business in Leeds, Nous of Fraser, Business Sounding Board, Business Coach, Business Mentor,
Email: phil@leedsbusinesspodcast.com
