What to Research Before the Interview (with Private Equity Example)

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Before you step into the interview room or go to a coffee chat, you need to do your research on the company. It's critical to do your diligence in order to prepare for the qualitative part of interviews and ask thoughtful questions. At a minimum, you need to dig through the company's website, read news articles, and check salary databases. You should also study up on one deal or investment they have. We'll walk you through an example of how to efficiently research a private equity firm.
** Full Blog Post: www.peakframeworks.com/post/r...
0:00 - Intro
1:33 - What to Research
4:23 - Research Example of Private Equity Firm
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 #Careers

[@mjop183]

I followed your tips on having 2 coffee meet ups and as it turns out, the person met and had a chat with was the director who's team i was suppose to join. He told me to skip the interview with his associate and just join in :D

[@john-tr8jy]

Valuable information provided in a concise and tidy manner. Even better, you actually have experience in this field. Subscribed!

[@marychen4635]

Great content, Matt!

[@jelliclesongs]

Wow. Great vid. Thank you.

[@alexmckenzie2954]

Great video!

[@ilyakharkovich5500]

This video is amzing Thank you

[@jacqueswilliams1347]

Very Good.

[@arpitap4859]

Please make a video on non-target for private equity. You coverd targeted for ib and arivate equity. And non target for ib.

[@jackjohnson5692]

Great channel, keep it up! Can you make a video on what to expect when interning at a BB and how to secure a full-time return?

[@PeakFrameworks]

That's a good suggestion, I'll put it on the list! Might not publish until internship season though.

[@brwler1]

another great video. I have been reading about Private equity as an industry, but frim level info remains scarce. firm specific information about is what I am looking for. A comparison video between the following firms in terms of lifestyle, working hours, culture, type of specialization, compensation, structure of hierarchy would be great. 1. The Blackstone Group Inc. 2. Neuberger Berman Group LLC 3. Apollo Global Management Inc. 4. The Carlyle Group Inc. 5. KKR & Co. Inc. 6. Bain Capital LP 7. CVC Capital Partners 8. Warburg Pincus LLC 9. Vista Equity Partners 10. EQT AB

[@MGPablo]

Great Video Man! Any chance you can make a video for top target or feeder schools for undergrads to go into HF and video looking at a PE vs HF vs IB salary wise throughout the whole career, I’ve been trying to do my own research but every website has different num es and the inconsistency are drastic and you seem you have reliable data, again great video thanks!

[@PeakFrameworks]

There's no real undergrad feeders for HF, not enough HFs hire out of school. Maybe Harvard and Penn and some top kids at the banking schools, but aside from that it's extremely slim. HF salary is really hard to pin down since it's so cyclical, which is why the data is so bad. PE and HF are both >>> IB at the top funds though. PE and HF are similar at the median salary, but top HF is going to be >> PE. HF is much wider variance than PE.

[@AnirudhMandowara]

Hey Matt, I was wondering if you are going to make a consulting target school list in the future?

[@PeakFrameworks]

Yeah, I actually just finished cutting the data (Harvard and Penn are first). I'll probably film and upload within the next two months!

[@KPpicturestudios]

Great video Matt! Quick question - how far in advance of first-year analyst on cycle recruiting should one start reaching out for coffee chats with buyside firms? Is it too soon to start in the spring of your final year of university?

[@PeakFrameworks]

I think final year of university is probably a bit too early. I would network with first / second years in banking who have gone through recruiting and might be headed to PE firms. I think you can start networking as soon as you hit the desk as an analyst. Any earlier and you'll probably get turned down a lot / not have anything interesting to talk about. Senior year is probably the best time to start preparing technically though because you have so much spare time.

[@KPpicturestudios]

@@PeakFrameworks Thanks - that definitely makes sense. Appreciate the response!

[@nikitachunitskiy8006]

Can you please make a video on the top 10 IB banks to work at and what sets them apart from each other. Such as salaries, work-life balance, vacation, team productivity, etc. This could be a pretty good video.

[@sid3277]

Hey man, love the video keep it up! I had a question though, what marks do I need in High School in order to get into Ivey Business School?

[@PeakFrameworks]

In Ontario, probably 90%+ and at least 2 good extra-curriculars, depending on your school. No idea for other areas. I had 95%+ for top 6 and so did many of my friends who went to Ivey..

[@sid3277]

@@PeakFrameworks what marks for Wharton?

[@anthonyfoulgoc1168]

Thanks your videos are sick ! Do you know databases which are more accurate for European firms, from France, Germany, UK ?

[@PeakFrameworks]

No clue mate, sorry!

[@sunny279s]

Hi, I m 36 year old.after 10 year educational gap (with no relevant experience) I finished bsc ecnomics 2020 from non target degree. Can I become financial analyst at any investment bank? Does age matters? Any CFA (to be done) Suggestions?

[@PeakFrameworks]

Depends on the school you went to, if you have alumni in banking then it should be doable. Age matters a little bit, most people over 30 tend to enter at the associate level. I don't think the CFA is that helpful.

[@turk9610]

Best books on the technology sector? I want to move to the TMT sector and need to build up my knowledge

[@PeakFrameworks]

Tech is more about blogs. Keep up with the VCs on Twitter. I read AVC, Tomasz Tunguz, and Stratechery.

[@turk9610]

@@PeakFrameworks Thanks mate

[@2021philyou]

the background music is really annoying. Good information though

[@arpitap4859]

Hey, if i am from postgrad college with finance major, no t from any university in canada. So, what are the chances to grt into ib, pe or hedge funds, consulting etc.. Even they consider college students as candidate?

[@PeakFrameworks]

Uh, did you go to school in the US? If you didn't go to school in US or Canada, you probably can't break into IB / PE unless you went to a selected top school from a few specific countries (UK, Australia...)

[@arpitap4859]

@@PeakFrameworks sorry, but i really didn't understant context what you said, I am asking that, i have completed bachelors degree and i am college student in canada pursing graduate certificate from one of the COLLEGE in canada(not from university). And my major is finance and business So, this fields like ib, pe, vc, consulting, hedge funds, etc. Is this companies are taking college students? Because i never heard that college students are going in this types of careers. Always university students only i have seen. For This types of careers, they considering college student? Is ot compulsory that for this we have to from university?