StrategiCFO
@strategiCFO
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Capital & Clarity is LIVE on Substack!. Follow along for insights at the intersection of investing and FP&A. 𝗟𝗜𝗡𝗞 𝗜𝗡 𝗖𝗢𝗠𝗠𝗘𝗡𝗧𝗦 ⬇️
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For GPs and independent sponsors:. This is the mindset shift — stop thinking exits are about market windows. They’re about optionality, process discipline, and execution readiness. #PrivateEquity #ExitStrategy #FundManagement #GPPlaybook #IndependentSponsors #Liquidity.
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Bottom line:. You don’t time great exits —.You design for them. KKR’s latest piece is wrapped in case studies, but the real value is in the process behind them. Here’s the article (read between the lines):.🔗
kkr.com
For KKR, we have seen that planning for exits early, taking a creative and flexible approach to the exit plan, and making good companies great makes even the most difficult environments navigable....
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🔹 4. Drive Value Creation. Still the core of any good exit. Growth is table stakes — buyers pay for operational capability, systems, and talent. What you build in becomes your exit story.
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🔹 3. Take a Creative Approach. Markets break. Regulators block. Timing slips. The best exits aren’t linear — they adapt. Don’t pause and hope. Re-route with confidence and execution capability.
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🔹 2. Embrace Multiple Ways to Win. Don’t over-index on a single exit path. Dual-tracking (e.g. IPO + M&A) isn’t just about flexibility — it’s a way to create leverage, drive urgency, and maximize price.
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🔹 1. Plan Early for Exits. Start with the end in mind. Build exit flexibility into the deal model. Strategic, sponsor, IPO — don’t bet on one door staying open. Early narrative shaping = more options later.
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Private equity exits are harder right now — but the best firms are still getting them done. KKR shared 4 principles they use to exit in tough markets. If you manage capital, these takeaways are worth your time 🧵.
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RT @ctsanford: Tariffs are back—and this time, they're not just political theater. Dive into our latest Capital & Clarity newsletter. Lin….
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Tariffs are back—and this time, they're not just political theater. Dive into our latest Capital & Clarity newsletter. Link in comments.
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Finance as the Ultimate Value Driver: How Uber Built a $150B Empire. Link in comments 👇.
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If a country gives you the opportunity to do what we Americans do, then it is your obligation to go do it.
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Is anyone still investing in search fund 'prefs' after the SBA guidance change?. Curious to get someone's thoughts who still likes this model.
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