PE Secondaries Advisory Interview
I have a final round interview for a PE secondary advisory shop. They informed me that I will have a case study including "some basic analysis in excel and prepare a few slides on powerpoint to present your my findings". Does anyone have experience with a secondary case study/modeling test? Will they have me value the portfolio or just find its basic summary and prepare a marketing deck for potential secondary buyers? Any and all help would be very helpful. Thank you!
You will have to do the following:
Create mini-lbo models for 1-3 portfolio companies under varying scenarios. Put those results into a waterfall model to see if the fund will hit its gross-of-fees return objectives. Finally create a powerpoint presentation summarizing your findings in the different scenarios.
Note: I used to work in secondaries, now going on to do my MBA.
So it will basically just be a valuation of the secondary offering? Did you do this for a secondary buyer or advisor?
Buyer.
Did you have the interview already? I assume it was more on the sell side? I am in a similar position right know, so wondering what you actually had to do? Thanks in advance!!!
Et quis consectetur voluptatem. Dolore minima quia et voluptatibus ut voluptas dolorum. Quae sint consequuntur ipsa voluptates. Voluptas laudantium aut vero rerum. Quia tempora natus officiis aut totam omnis vero.
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...