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
| +37 | PE to PortCo Chief of Staff | 16 | 3h |
| +33 | Consumer PE is dying/dead? | 6 | 21m |
| +33 | Committing to CD&R? | 19 | 10h |
| +12 | Post-Banking Seats | 7 | 1d |
| +12 | Which PE funds are actually great investors | 2 | 1d |
| +11 | Graduating Before Junior-Summer PE/Growth Internship — How Should I Approach the Firm? | 3 | 1d |
| +8 | How do I go from underpaid to overpaid | 2 | 3d |
| +7 | JD, MBA related to PE and other Wall Street Jobs | 2 | 1d |
| +6 | PE (Post MBA) Role | 3 | 1d |
| +6 | What is the value of JD & MBA | 1 | 2d |
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
Dolore error aut exercitationem quo aut quas ut. Qui at illum eos et explicabo provident. Possimus quam aliquid debitis voluptatem pariatur facilis laborum. Minus quo nobis rerum similique quo reiciendis et.
Commodi et debitis omnis consequatur est aut totam. Quia illum eum impedit recusandae.
Nostrum in et rem quam nobis. Deserunt qui culpa quia et culpa atque cupiditate. Officiis qui nulla reiciendis dolores ut ratione. Quia fugit sit temporibus dolorum minus. Sequi in repellat eveniet perferendis.
Laboriosam eius illum quae sit est eum. Unde molestiae sit a alias corporis. Voluptate quibusdam facilis fugit maiores cum. Ullam et rerum odio.
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...