Mastering the Private Equity Playbook: Navigating Growth and Creating Value

Master the Strategies of Private Equity

Mastering the Private Equity Playbook: Navigating Growth and Creating Value is a three-day intensive workshop designed to provide you with an in-depth understanding of how Private Equity markets work, how firms select investments, how they are motivated and rewarded and the strategies they use to grow the valuation of their investee companies toward a profitable exit.

Crucially, this program will provide key insights into what this means for you as a senior executive, company director, aspiring CEO or early career professional, equipping you with skills and techniques that cannot be gained outside of a Private Equity environment to increase both your capability and personal market value.

These skills will differentiate you for the immediate value you can bring and will enable you to thrive in the fast paced and energetic environment of a Private Equity owned company.

The AGSM Private Equity Masterclass is a three-day intensive consisting of in-person delivery by industry experts. The course content is anchored around topical case studies delivered by industry practitioners and supplemented by academic content to give depth to key concepts.

Mid Program Dinner – Thursday 28th November 2024

Exclusive mid-program dinner for attendees, including a Q&A panel with industry experts and guests.

Who should attend?

Company founders, senior executives and non-executive directors who want to increase their readiness to work in the fast paced and demanding world of a Private Equity owned company. Anyone who wants to understand how the Private Equity world works, and learn how they can thrive in an executive or advisory position in Private Equity M&A.

Standard rate: $8,950 GST inclusive.

Alumni/early bird rate: $7,161 GST inclusive, available until November 15th.

What you will learn:

Understanding the global and Australian Private Equity Markets:

• Industry size and growth trends
• Who are the dominant players in the Global and Australian Private Equity markets
• Defining Alternative Investments and where they fit in the capital markets landscape
• How Private Equity firms are structured, how they select investments and how their fees structures work

How Private Equity works:

• How Private Equity funds are structured, who invests and how they generate return
• How performance is measured
• What the investment selection process involves, from deal sourcing, through due diligence to acquisition
• What techniques and approached Private Equity General Partners use to grow the value of their investments
• The different types of funds, and how General Partners manage risk against return

 How to work in a Private Equity setting

• What do you need to know to be prepared for a move from your current role into a Private Equity owned company
• How to grow your company, and improve your own personal market value
• How to maximise your own benefit by understanding equity participation  

Faculty

Paul Vorbach

Academic Director

Paul Vorbach MCom, LLM, MBA, FAICD, FGIA

Paul has 30 years corporate experience across finance, banking, academia and management education. Prior to founding AcademyGlobal, a partner of AGSM, he spent a decade across Deloitte and Citi in roles including Director and VP. Paul sits on the Australian Institute of Company Directors NSW Council and has served on three boards as NED. Since 2010, he has developed executive short courses with a number of Australia’s leading universities and professional associations. 

Peter Croft

Program Director

Peter Croft BE (Hons), MBA, GAICD

Highly experienced C-Level technology industry executive with experience of leading multiple company acquisitions and integrations. Peter was a senior executive at publicly listed Allocate Software when they were acquired by UK based PE firm, Hg Capital in 2016. Peter has extensive experience in driving growth in organisations while managing the dislocating change that comes with post-acquisition integration. After a 30-year corporate career during which Peter has held directorships in Australia, the USA, The UK, Malaysia and Singapore, Peter now runs his own consultancy focused on deal origination and advisory services in corporate M&A.

Guest Speakers

Rachael Bassil

Partner, Gilbert + Tobin

Rachael specialises in mergers and acquisitions, equity capital market transactions and advising on securities law and listing rule matters. Rachael works closely with private equity sponsors at every stage of their investments including private acquisitions, partnering with founders, public to privates (by way of scheme or takeover), bolt-on acquisitions and exits including managing auction processes and IPOs.Rachael has more than 20 years’ experience in the industry and is regularly ranked as a leading private equity, equity capital markets and M&A lawyer in Australia.Rachael's experience includes working at another top tier Australian law firm. Rachael has university qualifications in commerce and law from the University of New South Wales.

Aaron Black

Partner, Deloitte

Aaron has 19 years’ experience in investment banking across mergers & acquisitions and equity capital markets working for Macquarie and UBS. Aaron provides advisory services to both private and public companies on mergers, acquisitions, divestments and public & private capital raising transactions.Aaron has worked across a broad range of industries including technology, financial services, mining services, infrastructure services, healthcare, consumer products, business services, retail, media, telecommunications, and manufacturing.As a senior member of Macquarie Capital for 14 years, Aaron has a strong understanding of corporate strategy, business development, M&A and positioning corporates with investors.

Andrew Turner

Partner, Johnson Winter Slattery

Andrew is a corporate lawyer with extensive experience across a range of domestic and cross-border matters, in particular private equity and venture capital transactions, foreign investment and private treaty M&A.He advises financial sponsors and major corporates on domestic and cross-border acquisitions and disposals, as well as advising on management incentive plans and general corporate matters for private equity portfolio companies.He has a particular focus on technology and software transactions, and regularly advises US- and UK-based clients on acquisitions and investments in Australian businesses in the tech space, helping them navigate the differences in market practice between jurisdictions and advising on Australia’s foreign investment laws.Andrew brings significant international expertise, having practiced at a leading London City firm and spent time on secondment at a London-based private equity fund, where he advised on the divestment of businesses based in the United States, Brazil and Italy, as well as general corporate and funds management matters.

Jacob Van der Wiel

Private Equity Investor, EQT Group

Jacob Van der Wiel is a Director in the Private Capital Asia team. Jacob joined BPEA in 2017 and was part of BPEA when the company joined forces with EQT and was renamed EQT Private Capital Asia.Prior to joining BPEA, Jacob worked for Vista Equity Partners focused on enterprise software investing in the US and APAC.Jacob holds a B.B.A. in Accounting and B.A. in Asian Cultures and Languages (Chinese) with High Honors from The University of Texas at Austin.

Matt Durston

Oolio

Matt has worked with 4 Private Equity businesses based in Australia, US & the UK and 5 portfolio companies. As a C-Suite executive he has operated on both sides of the fence, working in a business that was acquired, helped facilitate an acquisition, turning around a business for acquisition, post-acquisition integration and delivering growth initiatives based upon an investment thesis. Currently his role is Group Chief of Staff at Oolio Group who is partnered with Pemba Capital Partners in Sydney. Matt has completed the integration of a public to private add on for Oolio and is now focused on growth and systems projects as enablers towards the next investment cycle for Oolio. Matt has a Professional Services background in Healthcare and Defence. A strong track record of delivery excellence, improving the customer experience and managing complex account relationships in large enterprises. He enjoys mentoring and coaching as an enabler to identifying future talent and leaders.Matt moved with his family to Sydney for a specific project with Allocate Software for 2 years back in 2016. Finishing up with Allocate after 2 rounds of PE ownership in 2021 as MD APAC, he then started a small consultancy practice and began working with Pemba. In Oct 22 Matt joined Oolio Group as a member of the Senior Leadership Team working alongside the Group CEO.

Ian Kwan

Senior Lecturer, UNSW School of Banking and Finance

Ian is a Senior Lecturer and Education Focussed academic in Finance at UNSW’s School of Banking and Finance. He holds a PhD in Business Administration (Finance) from the University of Navarra, a Postgraduate Diploma in Education from the Chinese University of Hong Kong, a Master of Business Administration from the Australian Graduate School of Business at the University of New South Wales, and a Bachelor of Engineering (Electrical) also from the University of New South Wales.

As an Education Focussed Academic, Ian is an enthusiastic educator in finance with almost 15 years of experience teaching finance at a tertiary level.