Hi Folks,
I need to prepare myself for buyside interviews and wanted to check if anyone could refer some good source for preparing investment memos.
Any additional checklist for interview preparation will be most welcomed.
Thanks
Trending Content - Private Equity Forum
| +42 | Is Joining PE still worth it? | 23 | 2h |
| +29 | Negotiating title for VP role? | 21 | 17h |
| +21 | How to explain short stint on resume | 3 | 2d |
| +17 | Being honest in Interviews? | 1 | 4d |
| +16 | What’s one number you wish sellers disclosed before you spent time on a deal? | 3 | 19h |
| +14 | Choose UMM PE or AI Corpdev role | 4 | 3d |
| +13 | Are industry conferences worth it for proprietary deal sourcing? | 4 | 11h |
| +11 | Secondaries Exit Opportunities | 2 | 6d |
| +11 | Business class flight tickets standard? | 7 | 1d |
| +11 | JPM Morgan Private Capital vs. Mid-Tier IB | 7 | 14h |
Career Resources
You can use the following outline: 1. Executive summary (company snapshot, investment thesis, key upsides & risks, recommendation) 2. Company overview (description, product portfolio, growth drivers, high level financials, etc.) 3. Market overview (historical & future trends, competitive landscape, growth drivers, new entrants, etc.) 4. Operations / supply chain overview 5. Benchmarking analysis (growth profile & margins vs. peers, comps, etc.) 6. Financial & returns analysis (usually the outputs from your operating model) 7. Key risks & mitigating factors 8. Investment recommendation
Obviously, there are many ways to present an investment memo, but this structure is relatively simple and can be applied to any company in any sector.
Hope it helps! Camondo
In illo aut voluptate. Non et doloribus quia. Aut quam explicabo blanditiis quaerat et. Officia suscipit velit sint commodi.
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...