How to do a Finance Deal Summary (Buyside Interviews and On the Job)

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Deal summaries are a very important part of buyside recruiting and your job. You'll need to summarize deals in the interview room, when presenting to investment committee, and when you update other members of your team. Make sure to describe the company's business model, go over the most relevant parties, and mention key financial metrics like EV, revenue, and EBITDA. These principles apply to all kinds of deals: mergers, acquisitions, investments, partnerships, and more.
0:00 - Purpose of the Deal Summary and Info to Include
1:45 - Key Categories of a Deal Summary
5:06 - Example: Private Equity Deal Summary
6:48 - Example: Writing a Deal Summary
Peak Frameworks is a business career prep service started by Matt Ting and Patrick Fong, who have each spent several years working in investment banking and private equity in New York and Silicon Valley. Matt and Patrick met at Evercore, a top tier investment bank, and over the years have tutored and coached dozens of candidates to land their dream business job.
Matt Ting: / matthewting
Patrick Fong (HBS 2021): / patrick-fong-0b773041
#InvestmentBanking #PrivateEquity #FinanceInterview

[@jayhoovy]

I found this channel randomly; glad I stopped by! Great content!!

[@raymond3734]

Useful!

[@Patrick-mm6pc]

Love the content, Matt. I would love a video on how you should go about networking with recruiters.
Thanks. Keep it up.

[@PeakFrameworks]

We do have a video on private equity headhunters on our channel!

[@tootplox]

Have you thought about having ex employees or current describe their experience at specific firms anonymously (with the requisite legalese so it’s fine) with as much specificity as possible.
Have heard tangentially people being sold one thing by headhunters and people in the interview process at MMPE funds and not being true (eg we have certain standards on wlb and FaceTime but it’s the opposite).
Additionally could help for specific groups at larger firms (while people have base expectations for the fund generally, deviations from norm group to group).
Could be a little database that you make and offer it (and have it grow continuously) ancillary to current PE course purchases or as an add-on. I think it could be pretty valuable as it gets bigger (and you could offer for free to drive website traffic by advertising on WSO while building out and actually get volunteers from there). Also think you should consider similar critical mass products eg the more people that use it and give feedback the more you differentiate yourself I think can help bolster your longevity.

[@PeakFrameworks]

That's a great idea, might be hard to implement but it's something for me to think about!

[@davydeiko_ilya]

Please advise how to find partners to buy undervalued companies with capitalization of a few million dollars for takeover?