Introdutcion
Understanding the private equity deal process is key to succeeding in interviews. Firms want to see that you understand the full life cycle of a deal—from sourcing to exit—and what happens at each stage. This blog outlines the steps in a typical PE deal process and how to speak to them in interviews.
Areas to focus on when outlining the PE deal process include;
- Deal Sourcing: Origination through banker relationships, proprietary outreach, or internal research.
- Initial Screening: Quick assessment of market, financials, and strategic fit.
- Due Diligence: Deep dive into financials, legal, tax, operations, and commercial aspects.
- Investment Committee: Pitching the deal internally for approval.
- Execution: Finalising terms, negotiating with sellers, and closing.
- Portfolio Management: Ongoing oversight, reporting, and value creation.
- Exit: Via sale, IPO, or recapitalisation.
Conclusion
Demonstrating your understanding of the deal process positions you as someone who can hit the ground running. Circle Square offers detailed walkthroughs and real deal examples so you can speak credibly and confidently in interviews.
