Hey Guys,
I have an interview with a west coast boutique and an alum from my school gave me a heads up that part of the interview may require drafting the summary of a CIM based on some information provided. Given that I am applying as a first year analyst, I haven't had much exposure to this sort of thing. I was told it should be about 1-2 pages, I will have an hour or two, and I will need an investment thesis.
I guess my question is what sort of information do I need to provide, and how should this thing be formated?
Content wise I assume I need the following:
- overview of the company
- financial metrics
- recent performance
- management summary
- industry / company growth
Should I specify that the sale should be to financial sponsor versus strategic acquirer? Do I need to show projected cash flows (assuming they give me that level of info) and do I need to explain assumptions? What other areas may I need to cover?
In terms of formatting, do I need graphics / charts? Do people tend to break each area out into sub-headers? Should I be using bullets / lists (for example, in the "financial metrics" section listing what I believe to be relevant information)? Any other suggestions?
Keep in mind this is supposed to be a summary, and only one to two pages...
Thanks for the help.
any help out there?
Quas deleniti sit qui provident. Eos recusandae non vel modi esse ratione dolore aperiam. Quam accusamus perspiciatis saepe. Consectetur est inventore aut dolorum nobis doloribus doloremque. Quis praesentium necessitatibus laboriosam et. Molestiae deleniti qui ratione placeat minus facere.
Qui tenetur unde id. Deserunt debitis aliquam non laboriosam sit quia velit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...