PE Investment Memo Examples?
Fellow monkeys: Does anyone have an example of a PE investment memo that they can share? Ideally, I'd like to see one from a prior case study when you guys went through buy side recruiting.
If nothing else, can someone give me an outline of some of the most relevant topics that I should hit upon when I (hopefully) go through recruiting? Appreciate any help, thanks.
Private Equity Investment Memo's
Here's the basic structure of a private equity investment memo as laid out by a certified private equity user. attached is an investment memo from blue point capital group.
from certified user @Minnow4"
- Business and Transaction overview
- Financial Performance/Customer Data
- Industry Overview/Competitors
- Management Team
- Strategic Plan/Thesis
- Exit strategy
- Summary of Returns
Recommended Reading
| Attachment | Size |
|---|---|
| investment memo pdf 217.36 KB | 217.36 KB |
Bump, anyone?
Bump
The following would be the general outline of an investment memo based on what I saw.
Extra things that you can add in. 1. Overview of country if you are entering a new market 2. FX graphs 3. Overview of economic policies and political issues in the country 4. Any potential CEO/CFO lined up through headhunters 5. DD process timeline and expected completion date 6. Financing of the deal 7. Potential targets if your company follows a "buy and build strategy"' 8. Sensitivity tables
jesus christ this is not a CIM. your memo should be 2-3 pages MAX
Very helpful; thank you.
Thank you very much. Now please, can you tell us what's the diference between an investment committee memorandum and an information memorandum?
Thanks Woozy seems pretty detailed. @Whiskey5" anything to add? Or delete in your opinion?
Quick question: which section should the modelling(comps, LBO, etc.) go to?
I guess I got it mixed up lol. Anyway, a shorter version would be what minnow4 said.
have a few example memos, can p.m.
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