PE Deal Flow Flashcards
1
Q
What are three types of PE deals?
A
1-Auctions
Mega Auctions - assets valued 2B or more.
Auctions
2-Limited Process Deals
3-Proprietary Deals
2
Q
What are the three PE models of deal sourcing?
A
1-Rolodex Model
2-Cold Calling
3-Hybrid Marketing Model
3
Q
Limited Process Deals
A
PE deal where the for sale firm is matched with a small group of PE firms typically sector experienced.
4
Q
Proprietary Deals
A
when selling decision maker is only talking to one PE firm.
5
Q
Rolodex Model
A
most common in PE. Rooted in the names of the principals best relationships.
6
Q
Cold-Calling Model
A
creating highly organized databases and aggressively making phone calls to generate unique investments.
7
Q
Hybrid Marketing
A
The marriage of Rolodex and Cold-Calling models typically has a firm wide calling program. Includes cold calls and warm calls.
