Inside the Investment Decision: What Private Equity Looks for in Growth Companies

About the Webinar

PE capital remains abundant, but slower exits and higher financing costs are making funds more selective. A deal that once needed around 5% annual EBITDA growth to reach its return targets now needs roughly 10–12%, so returns must be earned operationally, not financially. In this webinar, DealFlow Partner John Chu and Khoa Vuong, Group CFO of Maison Group Corporation, explained how funds think, what they test in an investment case, and how founders can defend their earnings and valuation.

Speakers

John Chu

Host
Partner, DealFlow.sg

Khoa Vuong

Speaker
Group CFO, Maison Group Corporation
Ex-Director of Finance, Sabeco

What We Covered

• Why now: record dry powder, an exit backlog and a reset in the cost of capital
• Inside the fund: fund life, MOIC and IRR, the value bridge and LP pressure, with the CVC / Phuong Chau and Mekong Capital / Mobile World case studies
• The five pillars of the investment case: market, business model, financial quality, management and governance
• Quality of earnings: how reported EBITDA is normalised into the number buyers are actually willing to value
• Valuation and multiples: comparables, discounts, and the premium and discount drivers buyers price in Vietnam
• Bridging the valuation gap with earn-outs, tranches and seller financing