How to: first contact with PE?

I have a company I want to sell and I am interested to approach some PE funds. What do you think is the best way to do that? I have access to their contact info through Capital IQ. Should I give them a (cold) call? Or perhaps start by sending an introductory email? Any input welcome.

534 WSO Academy Private Equity Session Reviews: 4.82/5

Anahuac University

Class of '18 Nov 2026 Cohort

5.00/5

Private Equity Full Resume Review

“Rachel helped me through the very beginning and we had several iterations that were crucial to the development of a better and great CV for applications. I appreciate her patience and puntual feedback every single time. Also the response time was very short and kept me aware of any delay. It kept me on line for what I had to do and some areas to focus that I didn't knowe before, and some of them honestly I didn't have any idea. Very well all around work”

Class of '24 Dec 2025 Cohort

5.00/5

Private Equity Mock Coffee Chat

“Julius was extremely helpful in breaking down the accounting concepts, especially allowing me the opportunity to walk through a question step by step on how the three financial statements are impacted across income, cash flow and balance sheet along with figuring out the mental math for it all. The concept for Equity Value to Enterprise value and bridging between the two were fairly straight forward. Along with the networking advice on reaching out to potential recruiters for Investment banking roles and how lateral recruitement is happening year end vs going into Q1 next year.”

See All 11,768 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

6y

Assumenda temporibus dolores quos sed in in doloribus. Non eum aut quia dolorem eius vel animi.

Repudiandae nihil perferendis voluptatem at temporibus aut voluptas. Consequatur quidem non est ut dicta dicta dolorum quod. Iste temporibus inventore molestiae corrupti sit tempora.

Laboriosam nisi qui aut reprehenderit distinctio. Et quis sit labore unde illo iure. Culpa rem dolorem autem amet ut voluptates.

+59	Those unemployed in PE 3+ months, how do you make progress every day?	26	1h
+18	Friend considering moving from the US to Hong Kong for an IR Role – How difficult would it be to return?	1	1d
+17	Is it possible to get no comments as an analyst?	6	19h
+13	London PE Secondaries / Co-Investment Comp	4	1d
+12	Indian PE Landscape	2	5d
+9	Arcline thoughts?	7	2d
+9	JPM PB to Institutional Capital Raising	1	5d
+8	PE to L/S Equities	9	8h
+8	Searchfund	5	4d
+6	Marathon Capital is a terrible bank	1	11h

1	redever	99.2
2	kanon	99.0
3	Secyh62	99.0
4	BankonBanking	99.0
5	Betsy Massar	98.9
6	DrApeman	98.9
7	CompBanker	98.9
8	dosk17	98.9
9	GameTheory	98.9
10	Kenny_Powers_CFA	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How to: first contact with PE?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How to: first contact with PE?

See All Comments - 100% Free

Trending Content - Private Equity Forum