Building Something Great to Go Somewhere Great

The exit — whether it’s an initial public offering (IPO), being absorbed into a special purpose acquisition company (SPAC), or an outright sale — is now a strategic goal for many private company executive teams. With many private equity funds nearing the end of their holding period, finance professionals are increasingly being relied on to navigate the complicated liquidity event and provide the critical oversight needed when developing a company’s new internal control environment.

Based on survey data and follow-up interviews conducted by the Financial Education & Research Foundation (FERF), several notable trends have emerged.