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Private Equity Associate Resume Samples
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0-5 years of experience
Built financial models and monitored portfolio company credit statistics; prepared LBO, DCF and merger models
- Merged Private Equity firm with Hedge fund creating a holding company with $15 billion in AUM
- Assisted in the financial restructuring and recapitalization of a Dutch food processing company
- Participated in the launch of two joint ventures with aggregate $1.5 billion in AUM
0-5 years of experience
Led deal sourcing and evaluation of private equity investments with $10m-$100m in revenue and $1m-$10m in EBITDA
- Developed 7-step origination process to source 12 acquisition deals in manufacturing, aviation, and sporting goods industries
- Led deal analysis by evaluating products, customers, competition, market, trends, revenue, margins, CapEx, EBITDA, and FCF
- Assisted partners in preparing financial forecast, LBO models, and valuation on perspective deals valued $5m-$50m
0-5 years of experience
Synthesized leveraged buy-out (LBO) financial models for distressed pharmaceutical assets/companies
- Researched & analyzed various trends within life sciences for legacy pharmaceutical acquisitions
- Structured distressed pharmaceutical deals through the use of equity, debt instruments, & royalties
- Assisted the firm’s partners in assembling & building the operating company from the ground-up
- Led sourcing efforts of new non-pharmaceutical deal-flow from investment bankers & business brokers
- Maintained & updated Sagamore’s deal process & deal pipeline database for report to funding partners
- Liaised & assembled various meetings/agendas with the firm’s advisory board members
0-5 years of experience
Assisted in all stages of the private equity (search fund) acquisition process including deal sourcing, industry research, banker book
review, management calls and detailed due diligence.
- Deal analysis led to bids on healthcare software and a commercial real estate firm.
- Analyzed company financials, identified key operating metrics, determined risks and evaluated exit opportunities for each deal.
- Researched IT consulting, utility cyber-security, automobile testing, healthcare software and herbal medicine industry.
- Determined addressable market size for each target and performed competitor analysis including researching 10-K filings.
- Prepared various models in Excel (revenue / lease, LBO) for a commercial real estate firm.
0-5 years of experience
Sole professional that assisted PE investor in sourcing and evaluating majority ownership investment opportunities.
- Spent a majority of time focusing on an existing portfolio company increasing cash flow in first year of management by +30%.
- Assessed potential private equity investments on both quantitative and qualitative merits.
- Performed analyses to evaluate the potential financial returns of various private equity investments.
- Participated in management and board presentations on behalf of portfolio companies.
0-5 years of experience
Evaluated private equity investments through comprehensive industry, company and market analysis. Performed Due Diligence for direct and secondary private equity investments.
- Monitored private equity funds for contributions, distributions and changes in valuations to underlying investments.
- Built relationships with general partners, limited partners, companies, pensions, consultants, investment banks, financial advisors and senior management, while developing an understanding of the private equity industry.
- Performed Due Diligence for direct investments and secondary private equity opportunities.
- Assisted with fair value analysis and research.
- Originated prospective direct and secondary private equity investments.
0-5 years of experience
Established and advised over 3m USD of private equity investments across various sectors
- Researched, identified and qualified new investment opportunities based on criteria and portfolio
- Consulted with investment groups and institutional investors identify strategic fit for coinvestment and negotiated private equity funding agreements
- Facilitated meetings with portfolio companies to discuss synergy, business expansion and subsequent rounds of equity funding
- Performed and analyzed valuation of companies and investment opportunities using modelling
- Co-operated alongside legal counsel during the due diligence process of company investments
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Private Equity Associate
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
