Will have a Business Case test with a mid cap Secondaries in Europe. They are generalist but do not invest in Infra or RE.
I dont have much experience in Secondaries, only in Primaries and Directs. Since it is 1 hour only, and will need to develop the valuation and thesis, will kindly ask :
- Presentation structure / Timing
- Main analysis to be done
- Relevant metrics for Secondaries ( Discount...)
- Any previous post / links useful / further advice.
Much appreciated it.
Thanks,
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