Читать книгу The Private Equity Toolkit - Tamara Sakovska - Страница 30

My framework is called the Thematic Deal Sourcing ICEBERG Roadmap™. Broadly speaking, the thematic deal sourcing process consists of the following steps:

1 Identify a sector theme and build an investment thesis.

2 Conduct an in-depth analysis of the selected industry.

3 Elaborate on your knowledge by mapping out key players operating in the industry.

4 Build a network of experts and company executives to fill knowledge gaps.

5 Establish a long list of potential deal targets and initiate coverage of these companies.

6 Rank the companies by attractiveness and approach two or three potential deal targets at a time.

7 Go visit companies to convert deal ideas into real transactions.

Let's go through these steps in greater detail so that you can understand how I developed this checklist and modify it as needed to create a framework that works for you.