At the outset of each investment, Sentry works closely with the portfolio company’s executive management team to develop a strategic plan for the company. That process typically takes several weeks and involves articulating the company’s vision and mission; thoroughly analyzing the company’s strengths, weaknesses, opportunities, and threats; and defining the company’s strategic objectives and initiatives.
In addition, an annual business plan is produced by executive management (but with Sentry’s guidance and input), pursuant to which the company’s next year’s goals are expressed in the form of a budget, which serves as the company’s annual road map used in its journey to achieve its strategic objectives and, ultimately, its vision.
printer friendly
Private Equity