Skip Nav

Writing a Credible Investment Thesis

What is a Venture Capital Investment Thesis?

❶Here's the basic structure of a private equity investment memo as laid out by a certified private equity user. Reprinted with permission of Harvard Business School Press.

Broad Experience

Latest Articles
Access to Leading Private Equity Sponsors

History of the business - how it had started off 4. Detailed breakdown of company's daily operations and how they go about doing things e. Detailed Industry overview - Industry growth and growth drivers. Detailed growth strategy e. The following would be the general outline of an investment memo based on what I saw.

Sensitivity tables jesus christ this is not a CIM. Thanks Woozy seems pretty detailed. Whiskey5 anything to add? Or delete in your opinion? Popular Content See all. PE Resources See all. Upcoming Events See all. Recent Jobs See all. 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.

Attachment Size investment memo pdf Log in or register to post comments. Members that upload a resume get 2. Aug 22, - 7: Aug 24, - 6: Aug 25, - 7: Competitive landscape Detailed growth strategy e.

Aug 25, - 1: Aug 28, - Investment Banking Interview Questions and Answers. Aug 25, - 8: Very helpful; thank you. Aug 25, - 4: Investment Banking Interview Case Samples. An investment thesis is the analysis performed by a buyer to assess a potential acquisition against an established set of investment criteria. The investment thesis may be formally written up as a document or slide presentation to the buyer's investment committee for deal approval.

Private equity firms in particular usually develop an investment thesis for every potential acquisition before a letter of intent is issued. The thesis allows the deal captain who is promoting the investment to articulate the rationale behind the transaction and why it makes a good investment. A smart seller will stand out by getting ahead of the process and articulating the investment thesis for the buyer. This can be done by presenting the future strategy of the company, and how it plans to grow and diversify its products and services.

It shows potential buyers that the company understands how to generate high returns for its shareholders. Definition - What does Investment Thesis mean? Divestopedia explains Investment Thesis An investment thesis will consider the following: How does the selling company fit in with the buyer?


Main Topics

Privacy Policy

Private equity firms in particular usually develop an investment thesis for every potential acquisition before a letter of intent is issued. The thesis allows the deal captain who is promoting the investment to articulate the rationale behind the transaction and why it makes a good investment.

Privacy FAQs

Our Investment Manager has over 30 years of experience in private equity investing, including private equity funds (primary and secondary investments) and co-investments. Investment strategy decisions are made by the Investment Committee, whose members have over .

About Our Ads

The investment thesis proved a resounding success. Operating profit jumped to 15 % of sales in On the strength of its turnaround, Wesley-Jessen completed a successful initial public offering in , creating a fold return on equity in less than two years. Private Equity Origination and Investment Thesis Research 1. Egis employs an Industry Targeted sourcing strategy, a highly proactive approach to deal origination.

Cookie Info

Private Equity Leon Capital Group T+ Who We Are The Private Equity Group at Leon Capital Group (LCG) is made up of partners with operating experience that focus on growing great businesses alongside entrepreneurs and management teams. Aug 25,  · 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.