Skip to content
LDC

LDC

Trusted with Ambition®

Search
  • About
    About

    More than 650 management teams have trusted LDC with their business growth over the last 40 years.

    • We are LDC
    • Meet the Team
    • Our Regions Submenu icon
    • Our Sectors Submenu icon
    • The LDC Network
    • Careers
    • East Mids & East of England
    • London
    • North East & Scotland
    • North West
    • South
    • South West & Wales
    • West Midlands
    • Yorkshire
    • Business Services
    • Consumer
    • Healthcare
    • ICT
    • Industrials
    • Media
    • Technology
  • Portfolio
    Portfolio

    Read about our current portfolio and recent case studies, and filter by sector or region.

    • Partnership Stories
    • View our Portfolio
    • Search our Portfolio
  • ESG
  • Top 50
    Top 50

    Supported by The Times, we celebrate the UK’s most ambitious business leaders outside of our portfolio.

    • Overview
    • 2024
    • Previous Years Submenu icon
    • FAQ
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
  • Insights
    Insights

    Knowledge and resources to help you grow your business through private equity.

    • What is Private Equity?
    • Resources
    • Downloads
    • FAQ and Glossary
  • News
    News

    Keep up to date with the latest news from LDC and our portfolio.

    • All News
    • ESG
    • Corporate
    • Portfolio
    • Top 50
  • Contact
    Contact

    We are always happy to meet ambitious business leaders, so contact your local LDC team to start a conversation.

    • Get in Touch
    • Offices Submenu icon
    • Birmingham
    • Bristol
    • Cardiff
    • Edinburgh
    • Leeds
    • London
    • Manchester
    • Newcastle
    • Nottingham
    • Reading
  • Search icon Close search icon
Search
Show all results
Search
  • About
    Submenu icon
    • We are LDC
    • Meet the Team
    • Our Regions
      Submenu icon
    • Our Sectors
      Submenu icon
    • The LDC Network
    • Careers
  • Portfolio
    Submenu icon
    • Partnership Stories
    • View our Portfolio
    • Search our Portfolio
  • ESG
  • Top 50
    Submenu icon
    • Overview
    • 2024
    • Previous Years
      Submenu icon
    • FAQ
  • Insights
    Submenu icon
    • What is Private Equity?
    • Resources
    • Downloads
    • FAQ and Glossary
  • News
    Submenu icon
    • All News
    • ESG
    • Corporate
    • Portfolio
    • Top 50
  • Contact
    Submenu icon
    • Get in Touch
    • Offices
      Submenu icon
  • Back icon
    Back
  • Our Regions
  • East Mids & East of England
  • London
  • North East & Scotland
  • North West
  • South
  • South West & Wales
  • West Midlands
  • Yorkshire
  • Back icon
    Back
  • Our Sectors
  • Business Services
  • Consumer
  • Healthcare
  • ICT
  • Industrials
  • Media
  • Technology
  • Back icon
    Back
  • Previous Years
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • Back icon
    Back
  • Offices
  • Birmingham
  • Bristol
  • Cardiff
  • Edinburgh
  • Leeds
  • London
  • Manchester
  • Newcastle
  • Nottingham
  • Reading

Business leaders we work with trust us with their growth ambitions. Head to our partnership stories to find out more

Five tips to get your business investment ready – as featured in Management Today

News

Five tips to get your business investment ready – as featured in Management Today

1 May 2019

LinkedIn Share LinkedIn Share Copy link for Five tips to get your business investment ready – as featured in Management Today

As featured in Management Today.

Taking on private equity investment is at once the most exciting and daunting decision a management team will make, as the scores I’ve worked with over the years have told me.

The journey there will differ from business to business, with each having a unique nature, market and operating context. But there are five fundamentals every firm should consider if it is looking to explore the private equity investment.

1. What’s the story?

As an investor, the number one thing we look for is a growth story. A strong track record of performance suggests that a management team can likely guarantee success over the lifetime of a private equity investment.

The chief executive’s track record is particularly important. Have they built a business before? If not, do they have what it takes to deliver their plans? These are the question we ask.

It’s not the size that counts: so long as numbers are moving upwards then there’s a good story to tell.

2. Paint a picture

The best entrepreneurs always have a goal they’re working towards in the mid-term. It might be a sales target to hit in five years’ time, a problem to solve or an industry to disrupt.

A clear articulation of your vision and the strategy you’re going to deliver to get there is essential. That said, the best leaders build in sufficient flexibility in case their market moves.

On the investment-side, we begin by taking time to get to know the business, to truly understand it and the market it operates in. It’s only if the leadership’s vision and strategy makes sense to us after this process that we know whether it is one to back. The numbers, while critical, come next.

The figures will always vary. But, if you have a plan to out-perform your market and beat your peers then people with equity will always want to back you.

3. Get the crystal ball out

If the strategy is executed and vision delivered, what’s the impact on your forecasts? Few investors will consider you unless you can show, three years from now, what the shape of your business will be.

Forecasts must be accurate, based on your performance so far and framed within a realistic scale of what can be achieved. Assessing how market dynamics will affect things and how customer demand might change are both key to this.

“Investors want to know that you have a strategy to deliver your vision,” says Jon Wood, commercial director at snack maker Seabrook Crisps. “But you must also be able to demonstrate some flexibility in case the market moves.”

As the saying goes, cash is king. High growth businesses are cash-hungry so forecasts need to demonstrate an ability to stay in the black. You should also have a detailed idea of how you will use any external investment.

4. Strengthen the bench

Realising the vision will take more than one inspirational entrepreneur and their PE-backer. It takes a whole team.

We’ll often meet businesses blessed with a great sales person at the helm but these individuals can sometimes be naturally less-focused on the seemingly dryer, but nevertheless critical, areas of infrastructure and process.

One of the greatest benefits of gaining an investment partner is accessing their network, particularly non-executive directors. Think about where there are gaps and be honest about the strengths and weaknesses of your team.

Focusing just on senior leadership is also a mistake. Investors like to see that you’re nurturing the next generation through proper talent mapping and succession planning.

5. Map all the risks

Stuart Miller, founder of supply chain tech business ByBox, sums this up best: ‘Don’t be scared to surface dark thoughts about what might go wrong. It shows you have properly thought through your plan and are prepared to deal with risks as they arise.’

Think about the lifetime of the investment and what might occur. This tells you and your investment partner how much flexibility you’re going to need. And some markets are naturally volatile or cyclical. That’s not a barrier to investment – just have a plan for how you’ll navigate the peaks and troughs.

View the full article here.

Want to Know More?

If you’d like to find out what a partnership with LDC could look like, please complete this form and we’ll get in touch.

Sign up for LDC news and insights

To keep up to date with our latest news and insights, sign up today.

LDC (Managers) Ltd.
One Vine Street
London W1J 0AH
United Kingdom

youtube linkedin
  • Careers
  • Privacy statement
  • Terms & Conditions
  • Modern Slavery

Registered in England and Wales no. 2495714.
Authorised and regulated by the Financial Conduct Authority no. 147964.

Part of Lloyds Banking Group.
Copyright © 2025 LDC (Managers) Ltd