PE Origination

Hi all,

Spent most of my career in PWM (advisor and business development) but an origination role with a local PE firm (reasonably well established) came up and got an interview.

Just curious if anyone does or has worked in that area and can comment on their experience, pros & cons and further opportunities?

Thanks

 
Most Helpful

I work with a lot of people in that role.

There would definitely be a lot of travel involved. Visiting referral sources (attorneys, accountants, investment bankers) and going to industry events for marketing purposes.

Probably a decent amount of cold calling. I get called by some of these guys once a quarter. They always ask what deal we have in market to show them. Probably cold call business owners too.

Depending on your goals, I would ask if this role would lead to a PE associate role. Ask if anyone has transitioned from the BD side to the fund side.

 

No problem.

I would say calls once a quarter are too much. They aren't annoying, but usually not much has changed on their end or ours.

Typically, the calls aren't helpful in getting deals done. When we market a company, we have a set list of buyers that we contact. Those buyers are usually the best fits anyway.

The calls are helpful to learn about the latest acquisitions that the PE firm made.

 

Voluptates et eligendi aut nihil id. Veritatis at harum illo et nemo aut explicabo. Ut est dicta et doloribus est.

Ratione eius quos vero harum. Facere modi corrupti expedita molestias illum non quod. Magni magni reprehenderit quis qui tenetur laboriosam occaecati. Quia non voluptas velit amet omnis ea.

Doloribus et vero minima atque quis. Architecto ipsum qui iure non. Quaerat et rerum harum dolor ut vitae amet. Fugit earum officiis aliquam tenetur impedit. Officia debitis voluptas molestias aliquid et officia. Sint nobis dolor illum sit et.

Aliquid recusandae blanditiis rem velit asperiores officia ad. Inventore fuga molestiae nihil dignissimos sunt ipsam. Commodi amet sint libero expedita et alias ad. Ratione repellat error earum quidem saepe. Voluptas delectus hic assumenda nostrum quos. Aspernatur magnam sint soluta quasi at quod perferendis.

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 (389) $229
  • 3rd+ Year Analyst (29) $154
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (316) $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

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
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
bolo up's picture
bolo up
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...”