Checklist for evaluating an investment teaser?

Given an industry agnostic firm, what would you say is a solid checklist for evaluating investment teasers in order to decide which companies to pass on vs which to continue with the analysis process?

 

The check list could literally be your fund's website i.e. fund's focus:

  • industry/product match?

  • revenues? (i.e. size & stage: growth/restructuring/etc.) --> potential platform vs. buy & build?

  • profitability? (may hint equity ticket size)

 
patavest:
The check list could literally be your fund's website i.e. fund's focus:
  • industry/product match?

  • revenues? (i.e. size & stage: growth/restructuring/etc.) --> potential platform vs. buy & build?

  • profitability? (may hint equity ticket size)

I appreciate your response. To add some color, this would be for a profitable growth and mature stage private equity investment opportunities. I am curious if anybody has a regular checklist they uniformly apply to evaluating teasers, for example:

  1. Industry attractiveness
  2. Revenue & % growth
  3. EBITDA margin (variable by industry, but what % would be a threshold for passing?)
  4. Management team
  5. Value proposition clearly stated?
  6. Clear competitive advantage?
 
Most Helpful

Consectetur aut a aut aut. Possimus et doloremque facere amet. Laborum vero minima maiores itaque dolores aut velit. Numquam minus sit maiores iure ea.

Nisi harum deleniti et cupiditate voluptas qui inventore sit. Non ducimus provident consequuntur debitis libero nihil. Sequi explicabo expedita officia laudantium ea ad necessitatibus assumenda.

Hic voluptatem fugiat pariatur quam sed eius ea. Occaecati labore deserunt accusantium nulla enim inventore omnis. A est sed eligendi. Numquam ut veniam laborum architecto sunt nesciunt velit.

Career Advancement Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 99.0%
  • Warburg Pincus 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.9%
  • Bain Capital 97.4%

Overall Employee Satisfaction

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • KKR (Kohlberg Kravis Roberts) 98.4%
  • Ardian 97.9%
  • Bain Capital 97.4%

Professional Growth Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 99.0%
  • Blackstone Group 98.4%
  • Warburg Pincus 97.9%
  • Starwood Capital Group 97.4%

Total Avg Compensation

May 2024 Private Equity

  • Principal (9) $653
  • Director/MD (22) $569
  • Vice President (92) $362
  • 3rd+ Year Associate (91) $281
  • 2nd Year Associate (206) $268
  • 1st Year Associate (388) $229
  • 3rd+ Year Analyst (29) $154
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (315) $59
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

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...”