Resume Deals for LP/Co-Invest Experience
Currently at a pension fund where we rarely do direct deals (primarily fund investments and sometimes co-invest)
Was wondering how I would showcase these deals on my resume considering the deals get publicly announced by the GP (target and purchase price). Should I just use the headline numbers I see online or our specific commitment (which I’d imagine is more confidential)? Are we even allowed to be specific on our resume given LPs/co-investors are typically not disclosed in the deal announcement
ie. GP’s $Xmm Acquisition of TargetCo
When showcasing LP or co-investment experience on your resume, it's crucial to balance providing meaningful details with maintaining confidentiality. Based on the most helpful WSO content, here’s how you can approach it:
Avoid Confidential Information: Do not disclose your specific commitment amount or any details that are not publicly available. LPs and co-investors are typically not disclosed in deal announcements, so it’s best to avoid specifics that could breach confidentiality.
Use Publicly Available Information: You can reference headline numbers and details that are publicly announced by the GP. For example, you could write something like:
"Supported co-investment in GP’s $Xmm acquisition of TargetCo, a leading [industry/sector] company, by conducting due diligence and evaluating investment merits."
Highlight Your Role: Focus on your contributions to the deal process. Use active language to describe your involvement, such as:
Generalize Where Necessary: If confidentiality is a concern, you can generalize the details while still showcasing your experience. For example:
"Participated in the evaluation and execution of multiple co-investment opportunities across [industry/sector], contributing to deals valued at over $Xbn in aggregate."
Focus on Skills and Impact: Emphasize the skills you utilized and the impact of your work rather than the specifics of the deal. For instance:
By following these guidelines, you can effectively showcase your LP/co-investment experience while respecting confidentiality and presenting your contributions in a professional manner.
Sources: How to talk around confidential info in deal discussions?, Case Competition on Resume, https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, Deal experience on resume?, My Private Equity Recruiting Process
Bump. Wondering the same thing
For normal PE deals I always just put the total deal size not your specific check so I don’t think that’s weird to just put TEV and then if you do a deal walkthrough in an interview you can choose to disclose your check size or can just say it’s confidential
bumping this
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