How does private equity create value in companies? – Voya Investment Management – 4.30.25

Summary:

Now On Demand CE
Join us for a discussion on understanding value enhancement with Patrick Madaus, CFA, Partner at Pomona Capital.

Topics we will cover include:

• From acquisition to exit: We’ll discuss strategic tools used to help boost the value of portfolio companies, including operational improvements, financial restructuring, and strategic investments.


• Diverse exit strategies: Learn about the various exit strategies to help maximize returns, from Initial Public Offerings (IPOs) and strategic sales, and the benefits of each.


• Secondaries unlock liquidity: Gain insights into why primary PE limited partners exit their holdings early and how secondaries can benefit.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Patrick joined Pomona Capital in 2011 and focuses on secondary investment analysis and deal sourcing. He also helps lead Pomona’s primary investment program. Patrick has 19 years of private equity experience. Prior to joining Pomona, Patrick was a senior research associate at Cambridge Associates. In 2020, he was included in Secondaries Investor’s Next Generation of Leaders, a ranking of the top 20 brightest young minds in the secondaries universe. Patrick received a BS from Boston College, and is a CFA^® charterholder.

Mike is senior regional director, private equity specialist at Voya Investment Management, working with financial professionals to incorporate private equity strategies into portfolio construction. Mike serves as content ambassador for Voya Cares, an initiative to help financial advisors deliver planning solutions to individuals with disabilities and special needs. Mike is an accomplished public speaker and author. He has taught financial planning and investment concepts to the American Institute of Certified Public Accounts, United States Army, and Rotary International to name a few. Mike was also a contributing author on two books on financial planning and has published articles with Financial Planning, Registered Rep and life insurance selling magazines. Prior to joining Voya, he was a national sales and marketing director for H.D. Vest Financial Services. Mike earned a BBA in finance from Lamar University. He holds FINRA Series 4, 7, 24, 63 and 65 registrations in addition to the Certified Investment Management Analyst^® certification.