Product Information

Too many executives leave money on the table when they accept a PE-backed role. Standard compensation advice doesn't prepare you for how PE-backed offers work or how to negotiate them. Even seasoned executives can benefit from the perspective of recruiters who've seen hundreds of these deals. 

This live, tactical workshop is designed specifically for executives targeting and evaluating PE-backed roles. Our expert panel will break down how sponsors actually think about compensation so you know how to evaluate and negotiate every component of your package, including the details that often have the biggest impact on your payout.

You'll learn about:

Understanding PE-Backed Compensation

·       How base salary works in PE and how it fits into your larger negotiation

·       Bonus mechanics and how to estimate what you’ll actually earn

·       Equity essentials: payout structures, instruments, vesting, triggers, dilution and modeling

·       Co-investment, rollover equity and other unique mechanics

Evaluating Your Offer

·       Benchmarks, evaluation questions and red flags for each compensation element

·       How to receive, review, and assess an offer with tact

·       Balancing impact with brevity

·       Conducting diligence: what to verify, what to question and how to do it without damaging goodwill

Negotiating Like a Pro

·       Setting clear targets, goals and boundaries

·       Negotiating in the language of PE, with your recruiter as an ally

·       Real-world scenarios to illustrate ways to maximize your payout

·       Common pitfalls and how to avoid them

This is an interactive session focused on principles you can apply immediately to your own compensation evaluation and negotiations.

We will not conduct individualized reviews of offers or any confidential material during the session. However, attendees are encouraged to submit specific comp-related questions. To get the most out of the session, come ready with your questions so you can ask them as we walk through the frameworks.

This session is for educational purposes only and reflects general best practices and recruiting experience. It does not constitute financial, tax, or legal advice. We are not financial advisors, CPAs, or attorneys, and attendees should consult their own qualified professionals before making decisions based on this content.

A recording will be provided to all registrants. Attending live allows you to participate in active Q&A.

Space is limited to 25 registrants to keep the session interactive. Register now to secure your spot. 

$99 per person

Wednesday, October 14, 2:00 p.m. ET / 11:00 p.m. PT

How to Register

Step 1. Purchase the webinar by adding it to your cart. 

Step 2. Click the link on the purchase confirmation page to register. You will also receive a registration link in your confirmation email.

Please email mallory.stokker@pe-cxo.com with any questions.

ABOUT THE PANELISTS

This interactive session will be led by Falcon Partners’ senior private equity executive recruiting team: Rob Huxtable, Mark McConnell, and Morgan Seay. 

During their tenure at Falcon, they have personally interviewed and assessed thousands of PE-backed executive candidates, primarily CEOs, COOs, CFOs, Operating Partners, and Heads of Commercial. Their expertise spans retained executive search and talent advisory within the PE-backed middle market. As a team, they offer first-hand insight into how sponsors structure compensation and how they view negotiations with PE-backed executives.