Guys,
How do you put deals on your resume that were completed but not publicly announced? I would like to give names so I can actually demonstrate that I have completed transactions on my deal sheet but as I understand it, it is not legally possible to give names when the deal was not announced. So what do you write then? Do you just write"Completed LBO of firm X"?
Thanks, A.
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You cannot put names of unannounced deals on your resume, deal sheet or anything else. Just put something along the lines of "participated in LBO transactions in the X industry". Once the deal is announced (I'm assuming it will be announced but hasn't yet) you can put it on your deal sheet.
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but in my case I don't think the deal is actually going to be announced at all (target is not publicly traded but family-owned and the family simply sold a majority stake to a PE player; they don't have an obligation to make that transaction public)....
Oh I see. The safest bet is to check with the compliance folks. This is not something you want to mess around with. That said, the name of the company may not be critical to have on your deal sheet if the private company is not well-known. You just want people to know that you were involved in a particular type of transaction in a certain sector.
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If I worked on a deal that has not been closed or announced yet, but included second round bids of $1.5B+, can I put that down on my resume? Especially since I did significant work on it and can talk a lot about it.
Also, since the deals have not closed yet, I will not put any names down, but what if the interviewer asks me for specific details that might potentially reveal the name of the companies involved?
How should I handle this?
bump
It would be wise to be very, very vague when talking about anything related to valuation, especially bid amounts -- that's top secret stuff. At that size, I imagine it might be a public company? Maybe just talk to it in the interview instead of putting it on paper until it's announced
Yes you can (in short) put deals on your resume that haven't been announced or have not yet been completed. If you've worked on a transaction and can definitely talk to it well, you should absolutely put it on your resume. To state the obvious - do not put company or deal names down - keep it closer to the vague side. In other words, you can put down something like "Pending $1.1 billion acquisition in the energy and power space - buy-side advisor" or something like that. As far as interviewing is concerned, as long as you leave out key details - such as company name, project name, company location, key indicators of company identity and so forth, you should be able to talk about the deal. You can talk about your valuation parameters and metrics, problems/hurdles with the transaction, other issues, market reception, etc, as your interviewer questions you.
In terms of bids, if you are putting it on your resume, stick with 1 figure - middle of the range as your amount - since it is "Pending" and there is no company name visible, you can always change it later. I would not disclose specific bid amounts or participants as this is too deal-specific. But you can absolutely put it on your resume and talk to it as best you can without crossing the line - bankers know you can't disclose too much so they're not really going to be pressing you on the company name and parties involved, etc - just valuation/sensitivities issues, and other market/general questions about the transaction.
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