Hi All,
I made it to the final round for a PE analyst position after being given a take home modeling and investment committee presentation assignment. Can someone who's been through such interviews give me any pointers? Especially curveball questions encountered with regards to this type of interview. The outline of the PPT is as follows. Thanks a lot!
i. Investment thesis: List of main reasons for investment, with supporting details
ii. Key Potential Risks & Mitigations for each risk
iii. Earnings Power: Commentary on earnings power of company in three specific areas
• Historical Financial Performance: Strength of historical financial performance
• Barriers to entry: Ability of company to defend market position
• Future Growth Potential: Growth prospects for company and industry
iv. SWOT (Strength/Weakness/ Opportunity/Threats) matrix
v. Financials: P&L; Balance Sheet; Cash Flow (1 page each)
vi. Comparable analysis
vii. Valuation/Returns: Summary valuation output and return projection for fund
viii. Appendix: Additional diligence questions you would like to clarify
---Message from WSO Below---
When are you making the presentation of this memorandum to the investment committee?
should upload the ppt for ppl to review. cheers.
The presentation is this friday. I will upload the PPT following my interview. Any tips are welcomed. It is a one on one presentation with the head of the office (regional office of the firm, not HQ).
I'm quite swamped with work but if you want I can help you look through it on Wednesday/Thursday if we can find a common timeslot to discuss. PM me if you want to.
@thecoldburns , PM sent, thank you very much
Middle Market Previous Case Study (Originally Posted: 03/20/2016)
Hi all,
I was just wondering if anyone might be kind enough to send across a previous case study (completed) they did for a interview for a middle market fund (mega or lower-middle market would also be appreciated)? Anonymity will obviously be preserved.
Thanks
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