Webinar: PE Investment Case Presentation & How the Deal Process Works + Q&A -- 730pm ET, 6/23/14

TONIGHT June 23rd at 7:30PM ET, Wall Street MentorChris will be hosting a webinar focused on PE Investment PE Investment Case Presentation & How the Deal Process Works .

CLICK HERE to access it this evening, 7:30pm ET.

Click inside the post to read Chris' agenda for the presentation.

As always, if you want to sign up to hear about upcoming webinars before they happen, sign up for the mailing list inside the post:

Chris' Agenda for the presentation:
a. Brief introduction/my background (2 min)

b. Investment Criteria (2 min)

i. Highlight importance of knowing what a firm invests in and how

c. Deal sourcing process summary (3 min)

i. Touch over proprietary deals vs. deals through bankers so users know

d. Investment Teasers (5 min)

i. Discuss how we evaluate teasers and weed-out criteria

e. CIM Evaluation (10 min)

i. Discuss factors affecting investments and cite specific investment
ii.Mention modeling, but I’ll focus more on the other factors

f. Investment Recommendation (3 min)

i. How to structure a recommendation to partners/investment committee/interviewer
ii.Format
1. Recommendation
2. 5 Key Supporting Points
3. Major Risks & Mitigating Factors
4. Returns estimate from models
5. Areas for further diligence

Interested in one-on-one personalized help from a WSO Mentor?

SIGN UP FOR A 1-HOUR MENTOR SESSION

Location

WSO
United States

When
-

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