Next week, I'll be going out to the target to pull together information on it that we'll use to make a lender presentation. But, my MD asked me to research the industry before.
What do you think is an MD's preferred medium for the product of my research? What do you guys give your VPs or MDs after your done researching an industry for them?
| +220 | UBS Accused of Favoring H-1B Workers While Cutting U.S.-Born Employees | 51 | 20h |
| +114 | ONLY THESE BANKS OR YOU STRUCK OUT | 33 | 5h |
| +110 | IB Energy Drink Tier List / Ranking | 72 | 1d |
| +91 | PJT M&A Group Selection 2026 | 14 | 1d |
| +55 | Firm Thinks I'm Lying About Offer | 18 | 17h |
| +51 | Feedback for internship first desk at IBD BB - personal fit, "don't be too confident" | 29 | 1d |
| +33 | Stay at Weak Dealflow Team or Lateral? | 10 | 2h |
| +30 | Does BofA still pay its associates rat pellets? | 15 | 1d |
| +30 | Indiana University Fraternity Pipelines | 15 | 1h |
| +28 | Rogo AI | 8 | 40m |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Why don't you ask him what he expects
Singing telegram.
Honestly though, I don't see how the answer could be anything other than a powerpoint presentation.
PIP'n ain't easy, bro.
PPT and an executive summary
In my group, I typically scour the internet for relevant trade journals listing the top 100 companies by sales, do small public information packs on the top 3-5 players (investor presentations, website info, acquisition history, earnings transcripts, etc.) and try to find any relevant research reports on the industry broadly.
I would take all of this information, make a nice cover page and table of contents, throw in some dividers, bind that bad boy and drop it in his box (from PDF). I would assume this format would be fine, but it is always good to ask for what he expects. You can even lay out the above with him as your "gameplan" and see what his initial reaction is.
Good luck!
Occaecati quia veniam perspiciatis. Itaque quia repudiandae non molestias praesentium. Quisquam tempore esse quasi porro saepe. Quibusdam nostrum omnis repudiandae qui excepturi eius.
Ea tempore et molestias recusandae fugiat. Maiores et vero sed consectetur placeat.
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...