If you are at a boutique IB and have a solid deal flow, is it appropriate to put "selected transaction experience" on your resume and list the deal after it has closed? If so, when do you need to be involved in the process in order to say that? While Pitching?
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Yes. After mandate.
What sort of mandate? Just approval from the MD/Partner?
Mandate is the exclusive agreement your bank signs with the client.
I would put any deal you did a lot of work on and keep company name private until the deal is finalized and announced. You can phrase it as "Potential $50M sale of XYZ industry company", anyone interviewing you will understand if it hasn't been totally finalized or the deal fell through.
I would only put this on my resume as an intern if I had significant control over the pitch book, underwrote most of the transaction, spent the whole summer on it, etc. People will definitely ask about any deals you have listed, so if you weren't extremely involved you may be better off just having generic bullet points.
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i think as long as you were able to stay on top of that deals process and you were able to contribute meaningfully (pitchbook, CIM, model components) you should have it listed on ur cv. just make sure you know the shit out of that transaction
What sort of specifics about the deal? And if you weren't able to meaningfully contribute, then could you just incorporate it into a bullet?
Know the name of company and industry (no shit), revenue & ebitda, sales price and EBITDA multiple, why it was done and whether or not you personally think it was a good deal would be the cherry on top.
That's all assuming you're allowed to disclose that info - if not, then don't mention the name of the company.
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Yes--I did it, and I would strongly recommend. It was a conversation starter in early interviews. Regarding the company names being private, I just mentioned their industry etc and put Redacted.
Did you make a separate section for them ie "Selected Transaction Experience" or did you incorporate it into your bullets?
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