Interviewing with an I-Bank That Is the Sell-Side Advisor of A Transaction Listed On My Resume

If I am interviewing from PE to IB with an investment bank that is the sell-side advisor of an on-going PE transaction on my resume, am I allowed to disclose the Company during the interview to drive a better discussion? I am assuming the I-Bank already knows that the transaction on my resume is the one that they are advising because there were only a few PE firms in the bidding process. In the event that they ask me in the interview if I am talking about X Company, am I legally allowed to disclose it?

9 Comments
 

Right - I understand. The transaction on my resume is listed as $X ABC Industry Company and before my internship ended the PE shop was going to submit a revised LOI (which was granted due to lower expected E2020 EBITDA due to Covid-19. Therefore, It's very obvious on my resume that this is a transaction that they are advising on.

Do you suggest I discuss the transaction as I normally would (excluding confidential information) with other interviewers? Or would it be best to avoid speaking about details such as the rationale behind the investment?

 

One of the slippery kids in my analyst class listed around half of our firm's high profile transactions on his resume during PE recruiting. It might have worked if he studied our internal materials enough, but he got SMOKED when a principal at a PE firm pulled out the book to ask him questions on the financials.

Array
 

How do you know this group specifically did the txn? You're fine b/c they don't know exactly what you did on the other side. Can still talk freely just don't say you did a tech pres or thye'll be like: "We didn't see one circulated"

Will update my computer soon and leave Incognito so I will disappear forever. How did I achieve Neanderthal by trolling? Some people are after me so need to close account for safety.
 

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