You guys including a deal sheet with your resume?

Based on the most helpful WSO content, here's what you need to know:

Including a deal sheet can be a great addition, especially if you're targeting roles in Private Equity or Investment Banking where deal experience is highly valued. Here's how you can approach it:

1. Resume with a "Notable Transactions" Section:

   • Many IB resumes include a "Transaction Experience" section under the current job.
   • Typically, this section has 1-2 sentences per deal, highlighting key details like:
     • The seller/buyer and which side you represented.
     • Deal value (if announced).
     • A brief description of the company (5 words or so).
   • Example: "Acted as the analyst for the $XXm acquisition of Company A by Buyer B, assisting in due diligence and financial modeling."

2. Separate Deal Sheet:

   • A separate deal sheet is often used for more senior roles or when you have extensive deal experience.
   • This allows you to keep your resume concise while providing a detailed breakdown of your transaction history on a second page.
   • The deal sheet should include:
     • Deal type (M&A, IPO, etc.).
     • Your role and specific contributions.
     • Key metrics (deal size, industry, etc.).
     • Any notable challenges or outcomes.

3. Which Option to Choose?:

   • If you have a few standout deals, incorporating them into your resume under a "Notable Transactions" section can work well.
   • If you have a significant number of deals or want to showcase depth, a separate deal sheet is the way to go.

Remember, whether you include deals on your resume or a separate sheet, be prepared to discuss them in detail during interviews. Interviewers often ask questions like, "What did you think about that deal?" or "Would you have done anything differently?" So, know the specifics, challenges, and outcomes of each deal you list.

Sources: https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, Breaking into Private Equity from Banking, Deal experience on resume?, Case Competition on Resume, Q&A: Former MBB Consultant