A firm approaches you about being their sell-side adviser, what are three things you would ask to receive from them?
If you were assigned to work on an engagement with a manufacturing company and you could ask management only three questions, what would they be?
| +94 | Do people still want to go PE? | 28 | 15h |
| +60 | Bloomberg - New UBS Investment Bankers See Smaller Pay Gain on Promotion | 12 | 2d |
| +46 | Think I'm fucking up my analyst years | 16 | 3d |
| +30 | Lazard hirevue | 10 | 15h |
| +29 | What Differentiates the Best Analysts as AI Improves? | 7 | 13h |
| +27 | Big 4 M&A vs. Lincoln Portfolio Valuations | 6 | 4d |
| +26 | Ambitious CC Student trying to break into IB | 13 | 2d |
| +24 | UBS Layoffs (October 2026) | 11 | 6h |
| +22 | Not doing well mentally, how are others doing? | 7 | 4d |
| +18 | AI is incredible, how can analysts have an edge? | 25 | 3h |
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.
audited financial statements, capital structure info, executive backgrounds/compensation
What are your profit margins? Sales? How high are the barriers to entry for your business environment?
First things that come to mind
Sell-side advisor: Standard pitch stuff. Relevant transaction experience (including relevant outcome stats), perspectives on valuation, perspectives on likely buyers and strategic rationales.
Engagement with manufacturing: Historical and projected financials, competitive landscape of industry including top competitors, opportunities for growth/operational improvements
All of these questions are fairly complex, save financials and relevant experience, and would require in-depth answers. If you're question is meant to be three specific things these might be too broad.
Valuation expectations, historical financials w/explanations of margins, and investment highlights (top things about your firm)
Sapiente ab autem eos consequatur. Voluptatem natus aut magnam atque ut quis tempora. Aliquid minima molestiae mollitia ut. Rerum aut vitae totam dolor.
Hic expedita sed quae nihil quae officia sint quo. Corporis id doloribus qui earum sit expedita dolor modi. Molestiae delectus maxime dolores maiores. Alias deserunt id rerum rerum quam qui.
Sunt rem repellat est cumque. Aut rerum ut quae similique blanditiis enim quaerat nemo. Officiis sit aut nulla eos omnis. Voluptatem ab ratione officia dolorem.
Enim aut porro et sint. Quia id quis quisquam quia. Aut nemo sed dolorem modi sunt.
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...