MM Partner Call from cold e-mail

I’m a 3rd year Consultant at a Consulting Firm in LA specialized in DDs for a niche sector (packaging)

I was able to secure a phone call with a Partner at a MM fund outside of LA specialized in said niche sector (only 2-3 Associates at the firm) from a cold email with my resume attached.

I’m planning to prepare this weekend, but was wondering if anyone had any guidance on - what to expect in terms of technical questions if any (guessing none, except for conceptual, maybe perspectives of the niche industry)? - if I should directly ask for being placed in the recruitment process? (Asking him if opps are open seems appropriate)

Maybe it’ll just be a casual chat, but hoping to progress to actual IVs so wanted WSOs input

Thanks!

2 Comments
 
Most Helpful

Great job on converting your cold email into a chat! Definitely ask for an interview.

I would guess that he is unlikely to quiz you on the technicals in the context of this call. However, he might ask you about sector-specific trends in your industry.

My best guess is that he is probably impressed by your background and wonders if you are just a cerebral consultant, or can you think like an investor. Make sure to mention "valuation" on your call at least a few times.

I already said this once on WSO - but here is a repeat, in case helpful. This is what I ask at interviews (assume all questions relate to your specific niche):

  1. Are you following the private equity market? What did you think about about Deal X (name one of the recent deals)? Do you think it will be a good investment and why?
  2. What do you think is the worst deal our fund has done? Best deal? What makes them good / bad investments?
  3. Among the companies you know and follow, what would be a PE target?

I am always looking for someone who has an opinion and is beginning to exercise their investment judgment muscle. I am impressed with the people who focus on valuation and understand that if you overpay for a good company, you can lose money and if you buy a mediocre business cheaply, you can make good money.

Also, I am impressed with people who can analyze the industry in a systematic way and dissect the company's business model. Management assessment is also a good brownie point as it demonstrates the maturity of the associate candidate.

Good luck,

Tamara

 

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