How to talk about an M&A deal that was completed with different advisors?

Sprucing up resume and have a bit of a grey area. Basically, my team ran a three month long buyside M&A process pretty much end-to-end ...and right at final negotiations, the target sought another sponsor with slightly better terms. The entire deal team was pretty much gutted as expected; was truly a long and involved process 

The target company publicly announced & completed the transaction over a year ago; the ultimate buyer was an insider/on the board so our diligence was ridden off on to complete the contemplated transaction, essentially vis-a-vis our transaction structure. Team also hired new bookrunners to pick up where we left off (they closed like ~1 month after parting ways with us). RIP to those long 3 months of diligence...still have ptsd from that VDR

My questions here is,

  • to what breadth can I discuss my firm's role in the transaction? Can I straight up namedrop the target on my resume? (both target & buyer are public). Am I able to address who the original buyer was supposed to be? 
  •  Anyone been through something similar and wordsmith the "status/outcome"? I assume saying "terminated" is accurate, however the transaction did complete, again, essentially to a T of our proposed structure alternative. Advise?

My assumption here is that there's no confidentially whatsoever, however want to be sure. Thanks in advance

2 Comments
 

Dolor officiis sunt voluptatem ratione. Eligendi et eum placeat eligendi aspernatur voluptatem quisquam ut. A qui blanditiis et non recusandae officia quia. Exercitationem voluptatem velit quidem voluptate. Culpa commodi minus aut iusto. Totam expedita natus ex possimus voluptatibus quidem voluptate. Quia laboriosam sint voluptatem culpa omnis nihil.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
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
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
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...”