How to make this a best deal experience - Sell-side processes & tools

2nd year PE associate, first time managing an exit process and not from a banking background. Asset is fairly large with $1-2bn target value, so it's a serious process. It's just the partner and myself day to day, so I'm expected to drive quite a bit. We've hired a BB, consultants, etc. and I notice that I'm struggling between not wanting to be too hands-on/micro managing (as I'll end up doing everything) and getting the quality we need (haven't been too impressed so far to be honest)

Can you IB guys please show me the way? Any best practices you've seen? What did your favorite / most efficient sponsors do? Any tips, tools, processes you recommend to manage the process effectively as a client? Both weekly/daily and longer term advice would be helpful

I'm actively trying to make this deal as pleasant as possible for all involved (including myself) without compromising on the product. Thanks all

 

Quo ab culpa fugiat fugit veritatis mollitia. Fugit porro vitae libero nesciunt.

Dolores quia quae error. Quam culpa ea repudiandae. Doloribus magni necessitatibus quos cumque. Maxime ut et voluptas facere consequuntur blanditiis delectus blanditiis.

Autem perspiciatis delectus at nihil commodi et repudiandae labore. Error iste rem ad ea perferendis. Ullam id iusto aperiam voluptate corrupti ut commodi. Pariatur nesciunt eveniet et aut.

Consequuntur libero minus nam ipsam. Nemo quo soluta eum dolor doloribus libero culpa. Dolor error sapiente explicabo sit.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
kanon's picture
kanon
98.9
9
bolo up's picture
bolo up
98.8
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”