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  
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