How Mark Hauser Makes Better Financial Decisions: How Private Equity Transactions Function

As the co-managing partner of Hauser Private Equity, Mark Hauser has taken time out of his day to share the criteria that his investors look for when they are facilitating private equity transactions. The founder and co-managing partner of his firm, Mark Hauser, has decades of experience to back up his knowledgeable execution in the field.

Private equity investors are mainly looking for businesses that they can build upon, leveraging a company’s existence for further gain through a full plan of attack. A private equity firm will perform its due diligence before targeting and potentially acquiring a company with potential. Most private equity investment deals range between $50 million and $1 billion, according to Mark Hauser.

Private equity firms focus on leveraging the buyout of a growth-focused business that needs more than financial or strategic management.

Outlining a Private Equity Investment Transaction

Private equity firms are focused on earning a return on every investment. To accomplish this troublesome task, firms have to act intelligently to make sure their target investment can deliver its return. Private equity firms will target businesses while utilizing three specific posts to navigate by their network, proprietary means, or through a business-to-firm conversation.

No matter how a company approaches private equity transactions, the firm needs to stay focused and educated on the issue. To do this, firms like Hauser Private Equity must grow comfortable performing due diligence.

Due diligence is the exhaustive review of information to satisfy any lingering questions or concerns that the investing firm may have.

There are three primary types of due diligence, according to Mark Hauser:

  • Commercial Due Diligence
  • Financial Due Diligence,
  • Legal Due Diligence.

Making the Next Move

After a deal is finalized, both parties work together to improve upon the original investment. The general partner will begin to take action to make the company operate more effectively and efficiently, realigning the management structure while remaining relatively hands-off. As the general partner continues to expand the company while outlining its foundation, the GP will be required to file operational and financial updates on the company’s valuation at regular intervals.

After a successful foundation has been laid, managing partners like Mark Hauser will look for a timely and profitable exit by which to take their leave. Most profitable private equity firms will often move on from a deal after three to seven years, though this is up in the air and varies scenario by scenario. During this process, the private equity firm will generally coordinate its acquisition sale through an investment bank that may be brought in to handle logistics, as is often the case with more significant transactions.