NSW Chapter | Private equity through the cycle: Investment, value creation and exit

Date: Tuesday 17 November
Time: 12:15pm - 1:30pm
Venue: BDO Sydney 

As private equity firms navigate economic uncertainty, higher capital costs and competition for quality assets, the focus is shifting to strategic capital deployment, value creation and exit readiness.

Following the anticipated release of BDO Australia’s 2026 Private Equity Industry Survey, this lunchtime panel will bring together private equity and M&A professionals to explore current market conditions, investment priorities and strategies for creating value across the PE lifecycle.

Drawing on the Survey’s findings and panellists’ practical experience, the discussion will offer insights into the opportunities and challenges shaping private equity investment.

Attendees will gain insights into:

• Capital deployment: How market conditions are influencing investment decisions and asset selection.
• M&A execution: The importance of effective diligence, integration and early value creation planning.
• Active ownership: How operational improvements and AI are driving portfolio company performance.
• Exit readiness: Building a compelling equity story and demonstrating value well ahead of exit.

Panellists:

• Raoul Cernaz, Director, Deal Advisory at BDO
• Cristín McCoy, Partner, M&A and Private Equity at Hamilton Locke
• Justin England, Managing Director at Five V Capital 

Hosted by: Deen Rad, CFA, Senior Manager, Deal Advisory at BDO

Cost: 

• $15 for CFA Society Australia members
• $20 for CFA Program candidates 
• $30 for non-members / investment professionals

Interested in membership? Explore membership options here.