Org chart + Management team + scoring/reviewĨ. sales and marketing (what are their plans/processes)ħ. Detailed breakdown of company's daily operations and how they go about doing things e.g. Suppliers and customers - % of total revenueĦ. Products and Services - Top products, their margins and % of total revenueĥ. History of the business - how it had started offĤ. Source of deal - Background of seller and reason for sale (retirement/spin off etc)ģ. Executive Summary -> investment thesis, why the company, industry average growth rate, brief growth strategy and exit strategyĢ. Potential targets if your company follows a "buy and build strategy"'ġ. DD process timeline and expected completion dateħ. Any potential CEO/CFO lined up through headhuntersĥ. Overview of economic policies and political issues in the countryĤ. Overview of country if you are entering a new marketģ. Company financials - projections + public comps + M&A comps + lbo (base case, management case and what you think is right/your company)ġ.what you plan to do with the company after buying it to get your IRR Detailed Industry overview - Industry growth and growth drivers.Org chart + Management team + scoring/review.sales and marketing (what are their plans/processes) Detailed breakdown of company's daily operations and how they go about doing things e.g.Suppliers and customers - % of total revenue.Products and Services - Top products, their margins and % of total revenue.Source of deal - Background of seller and reason for sale (retirement/spin off etc).Executive Summary -> investment thesis, why the company, industry average growth rate, brief growth strategy and exit strategy.The following would be the general outline of an investment memo based on what I saw. PE/ LBO Model Request - (Upcoming Interview!) **Included An Example Question On Dividend Recap That Needs An Answer**. From Private Equity Associate To VP In Private Equity.attached is an investment memo from blue point capital group.įrom certified user Business and Transaction overview Here's the basic structure of a private equity investment memo as laid out by a certified private equity user. If nothing else, can someone give me an outline of some of the most relevant topics that I should hit upon when I (hopefully) go through recruiting? Appreciate any help, thanks. Fellow monkeys: Does anyone have an example of a PE investment memo that they can share? Ideally, I'd like to see one from a prior case study when you guys went through buy side recruiting.
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