Ongoing Buyside Mandate on Announced Sale Process in CV
Thoughts on putting an ongoing buyside mandate on a publicly announced subsidiary divestiture on my CV? I.e. would be putting something along the lines of "Advising sponsor consortium on the potential acquisition of [Parent Co Name]'s [Subsidiary Name] subsidiary".
If ok to do, should i put a link to the PR from the ParentCo announcing the sale process?
For additional context, I am an An1 looking to lateral to a Tier BB/EB from a Tier 2-3 BB's weaker coverage groups. Given extensive pitching experience, I have very limited relevant deal experience to put on there and would definitely benefit from adding the above to my resume.
Thanks in advance!
Tell me you work at UBS without telling me you work at UBS
Including an ongoing buyside mandate on your CV can be a strategic move, especially if you have limited deal experience and are looking to lateral to a stronger group. Here’s how to approach it:
Framing the Experience:
It’s acceptable to include the mandate, but you should ensure the description is professional and does not disclose any confidential or sensitive information. A phrasing like "Advising sponsor consortium on the potential acquisition of [Parent Co Name]'s [Subsidiary Name] subsidiary" works well, as it highlights your involvement without overstepping confidentiality.
Public Announcement Link:
If the sale process has been publicly announced, including a link to the press release can add credibility to your claim. However, this is not mandatory. If you choose to include it, ensure it’s a reputable source and directly relevant to the deal.
Resume Presentation:
Since you’re an Analyst 1 with limited deal experience, this addition can help demonstrate your exposure to live transactions. Pair it with a bullet point or two detailing your specific contributions to the mandate (e.g., financial modeling, due diligence support, or market analysis).
Caution on Overemphasis:
While it’s beneficial to include, avoid making it the centerpiece of your resume. Tier BB/EB recruiters will value a well-rounded profile, so balance this with other relevant skills or experiences, even if they are from pitching or other non-deal activities.
Networking:
Beyond the CV, leverage networking to explain your role in this mandate and how it has prepared you for the lateral move. Highlighting your ability to contribute to live deals will resonate well with recruiters.
Good luck with your lateral move!
Sources: Knowledge Sharing: Corporate Development / M&A, "Tell me about a recent deal" - is talking about a carve-out/spin-off appropriate?, Sellside / Buyside M&A Process "Checklist", corporate development regrets?, An Icahnic Short | The Daily Peel | 5/4/2023
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