I am attending a lunch event tomorrow with the mgmt of a mining firm gearing up for an IPO. The offer targets only institutional investors and they are listing on LSE. Since I am very green and have no experience with this kind of thing, I was wondering what would be the relevant things to listen for and what would be some good things to jot down? I am not affiliated with any bank just going for educational purpose, but I hope to be able to comment on it intelligently to someone.
Thanks
| +434 | Is UBS really that bad? | 79 | 19h |
| +265 | Investment Banking is Divine | 40 | 3d |
| +220 | Another $115bn Mega deal for these banks. Congrats! | 46 | 1d |
| +216 | US 2027 SA IB worried about background check | 53 | 3d |
| +209 | Which Offer to Accept: UBS Analyst Role or Part Time Cashier at the Local Taco Bell | 32 | 16h |
| +98 | Useless associates | 25 | 1h |
| +65 | Roku-Fox Deal - UBS Misses Out on yet another deals after years chasing this deal | 17 | 20h |
| +55 | Differences in Restructuring Teams? | 24 | 1d |
| +54 | FIG Pigeonholes you - is it true? | 23 | 10h |
| +43 | GF is an IB Analyst at a top BB, hates it, what exit options does she have? | 20 | 1d |
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.
Depending on the setting of the meeting it will be more or less appropriate to take notes, as well as ask questions.
If this is a one-on-one between your team and theirs - then the setting will be informal and there will be no need to take notes.
If this is an introductory meeting (and considering your lack of experience with these types of scenarios) make sure that you LISTEN TO EVERYTHING - You will be very excited and curious about their business, yet if you lose your composure it will expose your lack of experience with regards to meeting with management teams.
ONLY ASK QUESTIONS IF YOU FEEL: 1) THAT IT WILL COMPLIMENT THE CONVERSATION. 2) IT WILL SHED LIGHT ON AN ASPECT OF THEIR BUSINESS OTHERWISE NOT DISCUSSED. 3) YOUR SUPERIORS WILL NOT BE OFFENDED BY AND CONSIDER STUPID
*MY BEST ADVICE (GIVEN THAT THIS IS YOUR FIRST MEETING OF THIS SORT) - SIT UP STRAIGHT - LISTEN WITH A FULL EAR AND JUST TRY TO LEARN AS MUCH POSSIBLE. *YOUR SUPERIORS HAVE DECIDED THAT IT IS TIME FOR YOU TO TAKE THE NEXT STEP AND ENTER A NEW PART OF THE BUSINESS THAT YOU HAVE OTHERWISE NEVER SEEN - RESPECT THEIR JUDGEMENT AND BELIEVE THAT YOU ARE BEING TESTED.
Watch their lead and try to wrap your arms around the meeting.
P.S. If you are asked a question - do not hesitate to answer - that will be another test to see not just how well you can listen, but whether you have been thinking of anything to add to the value of the conversation.
Deleted
thanks gatebreaker great advice.
Consequatur aut cupiditate dolorem beatae et voluptas similique consequatur. Amet facilis ea voluptatum est optio exercitationem nisi. Ipsam possimus fugiat aliquam sit praesentium maxime minima.
Libero alias numquam dolores delectus. Officia molestiae animi earum. Fuga aspernatur modi sunt consequatur qui. Tenetur voluptas harum perspiciatis non doloribus.
Corporis eligendi sapiente consequatur aliquid ea at consectetur voluptatem. Sit ad at harum ea dolorem occaecati eos. Dolorum aspernatur voluptatem eaque numquam magni quia esse.
Dolores saepe dolorem expedita fugit. Officiis dicta error labore sunt non. Fugit ea commodi asperiores quos quod reprehenderit sint. Neque fugit autem odio suscipit necessitatibus non. Porro est ea magnam nam quasi labore. Sunt quo fugiat vel quis voluptatibus laborum. Sit et eos hic sed minus iure.
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...