If you are invited by an acquirer to participate in a transaction (e.g., underwriter on an IPO or joint bookrunner on a debt financing) and do a bunch of work, but back out before the deal is announced, is knowledge that you were invited to participate in the deal considered non-public information that shouldn't be disclosed? That is, can I tell people that we were invited to participate in the transaction (that is pending) or not?
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Yes, that is non-public and should not be disclosed.
Many people put something like
"Project AppCo - Strategic Adviser for Client's Potential Acquisition of $2Bn+ Tech Company's Web Application Division - Responsible for modeling blah blah - Performed first and second round blah blah"
You just have to be vague.
The real question is: why the hell would you put joint bookrunner to a debt transaction as a resume highlight?
Whats wrong with that?
Maybe because I work in Lev Fin
Probably in the NDA (that the lead on the deal signed), states that if you don't participate in the deal, you cannot disclose any info.
read the post as right ig. honestly wasnt trying to be a dick. i did however want to strongly caution against highlighting right on ig debt as a resume strong point
what about co-managing an IPO? haha my group is co-managing a considerable sized one but not sure how much work we'll actually do lol so is that weak to put on my resume?
"Selected Transaction Experience" Resume - Reverse Chronological Order? (Originally Posted: 09/07/2016)
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My thoughts are that is a resume should not have deals that are chronological in nature. I feel that relevance is the most important.
List the deals that are of higher profile and that you've worked on most (would you start your resume on a recent deal in which only the NDA / teaser has been sent out?), and that would also help you guide your interviewers in the kinds of question they will ask.
That's simply my two cents and I'll be happy to hear what others have to say!
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I'd agree with this. List in order of significance, using your own judgment. Even if it's a small piece in a deal, but you worked with a $xxB company, I'd just give limited details (e.g., "Completed an advisory project with company X"). Also, make sure that you actually can list client names - it may be against compliance to do so.
Which transactions to put on my resume? (Originally Posted: 07/18/2012)
Ive been interning at a boutique Ibank this summer (sophomore summer) and as my summer internship is coming to an end Im starting to think about which of the transactions that ive worked on I should put on my resume.
Ive worked on about 7 deals and am thinking im going to put 3 on there and would like WSO's input.
Which deals should I pick? And is 3 is a good number to include on resume?
Deals:
*Potential Sale of a Ski resort
*Fairness opinion of a pharmaceutical distributions company. (I was probably the most involved on this project, very extensive work, did DCF, comps, industry summaries, spread financials, looked through company documents)
Fairness opinion on a distressed software supplier.
Cap raise for an ecommerce site
*Cap raise for a website company (Recognizable name and big deal in terms of $$)
are the ones im leaning towards
I would list the deals where you contributed the most. This gives you the chance to showcase a possible out-of-the ordinary project/analysis that you carried out. As an intern, I know that it may hard to find something. Barring that, I'd just list by prestige/coolness factor of the client.
I'm kinda in the same boat. My summer has been spent bouncing around from project to project, at times contributing worthwile material, and others just removing some of the weight from the analyst. I too am confused about how to add this experience to my resume in a way that makes it intriguing. The bank's name is eye-catching in itself but I'm not sure how/what to include in the bullets to sufficiently capture what I was apart of without making it seem like I was the lead analyst.
Is it worth putting a company that only wanted to raise $10-15M? This is at a boutique..
Raising $10-15M is done the same way raising $100-200M is done. It's about showing you've done the work and know the process and can logically explain to the interviewer what you did.
What do your contract and deal NDAs state? This is the first and foremost determining factor.
Definitely the ones you can speak to the best and did the most on. They are only there for people to ask you about in the interview (no one will scrutinize your resume that closely as a screen). I had friends who went for the "prestige deals" they didn't know as well, and it sunk them in interviews. It's a sophomore summer -- if you can show you learned anything you're ahead of the game.
Listing names of transactions on resume (Originally Posted: 08/22/2013)
I just completed my SA experience at a valuation firm and almost all of the deals i worked have already been disclosed (we came in after the fact), should i list the names of the companies on my resume? Or would that just open me up to further questioning come full time rectuiting?
Also we did a pre-ipo valuation for a company that went public a few months later, would it be safe to list that companies name on my resume?
Thanks!
If it's been publicly disclosed your firm was involved, go for it. If not or you can't find anything via google, you probably signed a NDA and shouldn't list any names or exact transaction amounts.
Listing deals on resume (Originally Posted: 07/23/2013)
Hey everyone, I just wanted to ask a question I've been thinking about, and see if there is a consensus on this:
What is the order of listing deals on resume? Should you list the deal(s) that have been announced first, even though you might not have contributed as much, or should potential (unannounced) deals where you might have done a significant amount go first because of the significant responsibilities?
Thanks a lot for the input!
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