Lunch discussion 02 (invitation-only for operating partners) — Maximizing value on exits – the carveout opportunity

June 24, 2026

This deep dive lunch discussion designed solely for operating partners will focus on strategic exit execution to enhance value.

  • Which key initiatives are you mainly focused on in preparing for exit 24-36 months out?
  • How do you create the best alignment for exit with management teams?
  • Can you share dos and don’ts operating partners should understand as you prepare for exit?
  • Stabilizing assets in a carveout: sharing operating partner playbooks for exits of business units that are carved out
  • What are you tracking and what data are you mainly looking at in this phase? What cost mitigation strategies are you applying for exit?
  • How are you utilizing AI in preparation for exit? Can you share an example of its
  • effectiveness?
  • How are current macro conditions impacting exit plans?

FACILITATORS

Paul Pan, Private Equity Strategy Lead Partner, KPMG

Speakers
Paul Pan
Paul Pan, Private Equity Strategy Lead Partner - KPMG