What Do You Actually do in Private Equity? (Explaining Specific Tasks)

From a high level, private equity is simply just buying and selling companies. But most people don't understand the actual tasks you do on the job like building LBO models, preparing investment memos, and going through data rooms. In this video, we'll discuss the major functions in private equity and the most common tasks in those functions.

0:00 - Intro
0:35 - 1. Sourcing Investments
2:12 - 2. Performing Due Diligence
4:03 - 3. Negotiating Deals / Investing in Businesses
4:45 - 4. Managing Investments & Portfolio Companies

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.

#PrivateEquity #InvestmentBanking #Careers

[wannabedal-adx]

Hey Matt great video on deep diving into the roles and tasks of a Private Equity firm. Could you do a video on the Funds Flow model that you talked about at 4:40? If I would have to guess that shows how the money raises by LPs and any debt is used to buy whatever stock or other things of the target company. But would love to see more about that and an example. Thanks!

[Woodshadow]

I work in real estate PE. I definitely understand why it is the lower paid industry. It is pretty much the same thing but like 10 times easier to understand. Or maybe it is just one of those things that makes sense to me. It feels like it has been figured out already. it is easy to value an apartment building. Trying to put a value on a new tech company with an unproven product that isn't profitable at the moment and predict what you can sell it for in the future and what it will cost to get there??? HOW...

[joeshang]

Hey Matt - Just wanna say you're the goat. I used all your tips for cold emailing and currently have a 45% response rate over 150+ cold emails in the last few months.

[MrVinilkrishna]

Pls, do more videos on the Pvt equity market.
Love from a new subscriber.

[ASMRsauce]

Can you talk about Private credit too?

[christopherfuccillo]

Hey Matt, love the videos! Could you do a video about PE investor relations and fundraising? Curious about the process, pay, and what they do day to day. Thank you!

[askaazban]

Do you have any thoughts on the "Project Finance" product groups at BBs and if it's a good role? Does it have a pathway to the buyside? Seems pretty niche and can't find much online. It seems to be a hybrid of cap markets/levfin and infra coverage which is confusing me.

[SweezoFilm]

great video as always from the goat 🐐. i got an ib program interview wednesday wish me luck

[nicholaschoi]

Hey Matt, what school/program in Canada would you recommend for someone who’s trying to break into product management?

Queens commerce?
Waterloo comp sci?

[armitageshanks]

Hey Matt, who do u think has a better chance for HF recruiting: a banking analyst or a trader? These days S&T is increasingly automated and swings more towards market making so i think HF recruiting favours bankers more now? Plus, traders cant do HF analyst due diligence and modelling work like a banker, plus specialized strategies like merger arb would defo favour bankers

[JacobMiller-ltnc]

So would coming from tech sales at a top 10 global tech company and a T7 mba be a good transition?

[economicsethan]

Very interesting, thanks for sharing.

[Paige_Me]

Hello Matt! I love your videos! I am a finance professional and I trying to transition into PE. Are there a lot of people in PE leaving for entrepreneurship?

[armitageshanks]

Would u ever be down to make a video on growth equity, Matt?

[SarthakJoshi-ylmb]

Do private equity firm invest in stock market