PE Investment Memo Examples?
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.
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.
Private Equity Investment Memo's
Here's the basic structure of a private equity investment memo as laid out by a certified private equity user. attached is an investment memo from blue point capital group.
from certified user @Minnow4"
- Business and Transaction overview
- Financial Performance/Customer Data
- Industry Overview/Competitors
- Management Team
- Strategic Plan/Thesis
- Exit strategy
- Summary of Returns
Recommended Reading
Attachment | Size |
---|---|
investment memo pdf 217.36 KB | 217.36 KB |
Bump, anyone?
Bump
The following would be the general outline of an investment memo based on what I saw.
Extra things that you can add in. 1. Overview of country if you are entering a new market 2. FX graphs 3. Overview of economic policies and political issues in the country 4. Any potential CEO/CFO lined up through headhunters 5. DD process timeline and expected completion date 6. Financing of the deal 7. Potential targets if your company follows a "buy and build strategy"' 8. Sensitivity tables
jesus christ this is not a CIM. your memo should be 2-3 pages MAX
Very helpful; thank you.
Thank you very much. Now please, can you tell us what's the diference between an investment committee memorandum and an information memorandum?
Thanks Woozy seems pretty detailed. Whiskey5 anything to add? Or delete in your opinion?
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