2022 Professional Coaching Program

pelotonRPM is excited to present you with a quick look at how we can contribute to the Trivest’s 2022 Professional Coaching Initiatives. Our highly-differentiated approach to skills-building combines live, virtual instruction and coaching, application, and one-to-one feedback to deliver an impactful learning experience for the Trivest investment and business development teams.

  • Engaging, hands-on learning experience
  • Curriculum that is targeted at private equity professionals
  • Building and reinforcing core professional habits that will drive higher AUM, more deal flow, and an increased cadence of capital deployment
Helping Trivest's Investment and Business Development Teams Build the Critical Skills They Need

It’s both a challenging and an exciting time to be in the private equity market. Sky high valuations are driving big exits and LPs are making large commitments, but it’s not easy time to acquire businesses that will hit your return thresholds. You need to cast a wide net to find and close on the best opportunities.

In order to grow your firm, expand the top of your funnel, and increase your close rates, you need to put your best foot forward during every single interaction – with LPs, business owners, operating executives, intermediaries, and financing sources. You may be on the buyside but, given the hyper-competitive nature of private equity, you are essentially in a sales role. You need to qualify prospective targets, message the Trivest story and value proposition in a compelling and differentiated way, handle spoken and unspoken objections effectively, and push towards a close. You also need to adopt a sales mindset internally, be it garnering resources, positioning yourself for a partnership role, or advocating for your transactions with IC.

Our professional coaching programs can help the members of your investment and business development teams reach their true potential and maximize their contributions to Trivest’s success and reputation in the marketplace. pelotonRPM will help them develop the critical skills, competence, and confidence they need to thrive.

We calibrate our coaching to the specific individual to maximize impact. When it comes to coaching, there is no one-size fits all solution. Each learner comes to the table with different roles, strengths, weaknesses, and potential for growth. We have a well-defined coaching roadmap, but we allow the learner to drive the direction of the experience as well.

Overall Learning Objectives
  • ENSURE ALIGNMENT ON THE TRIVEST VALUE PROPOSITION AND CONSISTENT MESSAGING ACROSS THE FIRM
  • STRENGTHEN OMNI-CHANNEL COMMUNICATION SKILLS
  • LEARN AND ADOPT PRESENTATION BEST-PRACTICES
  • CATER YOUR MESSAGE, AND YOUR DELIVERY, TO YOUR AUDIENCE
  • BECOME A MORE EFFECTIVE INTERNAL COMMUNICATOR
COHORT #1 (a): PARTNERS & MANAGING DIRECTORS
COHORT #1 (b): PRINCIPALS & VICE PRESIDENTS
Here is how we would propose structuring the coaching program for (a) Partners & Managing Directors, and (b) Principals & Vice Presidents. The program will last for twelve weeks and the specific learning objectives will be as follows:
  • Be comfortable and effective 'omni-channel' communicators
  • Communicate the Trivest value proposition in a clear, concise, and compelling way
  • Ask probing and insightful questions without being prosecutorial
  • Understand the psychological motivations and biases of the seller, building trust and credibility
  • Balance establishing a personal connection with professional engagement

01

60 minutesSURVEY & SELF-EVAL

We will conduct a 360 survey to identify strengths and areas for improvement for each learner. They will also complete a self-evaluation form in advance of our first coaching session.

02

60 minutesLAUNCH

Our launch session will focus on reviewing survey feedback, defining the learner’s goals, discussing why those goals are important, and setting clear objectives for the next three months.

03

60 minutesVIDEO SKILLS

The video coaching session is designed to help the learner make the most of live video, look their best ‘between the corners’, stage their environment, configure their settings, etc.

04

30 minutesSIMULATION #1

The learner will have a 30-minute conversation with a ‘business owner’ to outline the Trivest value proposition and handle some common objections. The session will be recorded and reviewed.

05

60 minutesMESSAGING

This session will focus on feedback from the simulation and concentrate on how the learner should deliver compelling Trivest messaging during conversations with various stakeholders.

06

60 minutesASKING QUESTIONS

This session will be focused on helping the learner develop the ability to ask good, insightful questions without coming across as prosecutorial or putting the prospect on the defensive.

07

60 minutesOBJECTIONS

LPs, bankers, and business owners will all have concerns about selecting you and Trivest as a partner. We will focus on how to handle common spoken and unspoken objections.

08

30 minutesSIMULATION #2

The second simulation will be configured to focus on the areas that the learner has been working to improve throughout the coaching program.

09

60 minutesFEEDBACK

The final coaching session will concentrate on feedback from the simulation and will address any other topics the learner would like to discuss. If you would like, others can be included in this session.

10

20 minutesQUARTERLY CHECK-IN

It’s important that learning be continuous as opposed to one-off events, so we also include three quarterly check-in sessions to discuss any topics the learner would like to focus on.

COHORT #2: BUSINESS DEVELOPMENT TEAM
The second cohort will include the members of Trivest’s business development team. The BD team needs to have impeccable messaging around Trivest’s differentiating factors, value proposition, investment theses, structuring capabilities, and ability to add value to portfolio companies. The team also has to exhibit exceptional presentation skills – virtually and in-person – on all occasions, without exception. Every single interaction with a banker, deal source, or business owner is a critical branding opportunity for the firm. The objectives of this twelve week program will be:
  • Build the skills to be terrific 'between the corners' during every virtual presentation
  • Utilize technology to captivate and engage your participants
  • Project confidence, credibility, subject matter expertise, and professionalism at all times
  • Approach BD efforts as a highly disciplined sales professional – planning, defining process, tracking results
  • Ensure consistent and compelling messaging across the team
  • Internal sales strategy and execution (i.e. IC) can be just as important as external

01

60 minutesSURVEY & SELF-EVAL

We will conduct a 360 survey to identify strengths and areas for improvement for each learner. They will also complete a self-evaluation form in advance of our first coaching session.

02

60 minutesLAUNCH

Our launch session will focus on reviewing survey feedback, defining the learner’s goals, discussing why those goals are important, and setting clear objectives for the next three months.

03

60 minutesVIDEO SKILLS

The video coaching session is designed to help the learner make the most of live video, look their best ‘between the corners’, stage their environment, configure their settings, etc.

04

60 minutesVIDEO TECHNOLOGY

This session will focus on how to reimagine virtual presentations, transforming them from a flat, boring Zoom or Teams call into a dynamic, engaging ‘TV show’ that has an impact.

05

30 minutesSIMULATION #1

The learner will have a 30-minute conversation with a ‘business owner’ or ‘banker’ to outline the Trivest value proposition and handle some common objections. The session will be recorded and reviewed.

06

60 minutesMESSAGING

This session will focus on feedback from the simulation and concentrate on how the learner should deliver compelling Trivest messaging during conversations with various stakeholders.

07

60 minutesSALES STRATEGIES

Like it or not, you’re in sales! This coaching session will help you rethink the way you engage and define a process and sales approach that will be most effective for you.

08

30 minutesSIMULATION #2

The second simulation will be configured to focus on the areas that the learner has been working to improve throughout the coaching program.

09

60 minutesFEEDBACK

The final coaching session will concentrate on feedback from the simulation and will address any other topics the learner would like to discuss. If you would like, others can be included in this session.

10

20 minutesQUARTERLY CHECK-IN

It’s important that learning be continuous as opposed to one-off events, so we also include three quarterly check-in sessions to discuss any topics the learner would like to focus on.

We can also help the Business Development team revamp presentation materials to make the most of virtual meetings using multimedia and other dynamic content, help configure software on your machines, and provide ongoing support.
COHORT #3: ACCELERATION PROGRAM
The Acceleration Program is designed to provide Trivest’s Analysts and Associates with the skills they need to develop into productive and impactful private equity professionals. The primary focus will be on helping them build the foundational communication skills – virtually and in-person – that will allow them to engage internally and externally with confidence and credibility.  The eight week program will:
  • Get them comfortable and effective being 'omni-channel' communicators
  • Prepare them to message Trivest's differentiating factors and value proposition effectively
  • Prepare them to project confidence, credibility, and professionalism at all times
  • Help them recognize the value and importance of their personal brand and how it reinforces the Trivest brand
  • Build their capabilities around softer communication skills – virtually and in-person

01

60 minutesSURVEY & SELF-EVAL

We will conduct a 360 survey to identify strengths and areas for improvement for each learner. They will also complete a self-evaluation form in advance of our first coaching session.

02

60 minutesLAUNCH

Our launch session will focus on reviewing survey feedback, defining the learner’s goals, discussing why those goals are important, and setting clear objectives for the remainder of the program.

03

30 minutesVIDEO SKILLS

The video coaching session is designed to help the learner make the most of live video, look their best ‘between the corners’, stage their environment, configure their settings, etc.

04

30 minutesCOMMUNICATION

This session will drill down into communication skills. We will help them refine their approach and learn to communicate in a clear, concise, and effective manner.

05

20 minutesSIMULATION

The learner will have a 20-minute conversation with a ‘business owner’ to outline the Trivest value proposition and handle some common objections. The session will be recorded and reviewed.

06

30 minutesFEEDBACK

This session will focus on delivering detailed feedback from the simulation and address any other questions, concerns, or coaching the learner may require.

DIRECTOR, BMO CAPITAL MARKETS

I would like to convey my deep appreciation for the opportunity to have been part of this program. I really enjoyed it and was definitely enriched by the experience. I really appreciate the feedback and will commit to improving the areas in which I’m strong, as well as, more importantly, the areas that require strengthening.

WELCOME TO THE NEW NORMAL

It's time to change the way you engage, communicate, and sell.