PE Insight Series: First Impressions: PE Executives’ Investment Criteria

In the first installment of the PE Insight Series, Todd Taskey interviews eight private equity executives about how they make their initial assessment of a company.

Private equity executives often sift through thousands of investment decks each week. So what are their criteria for evaluating them, and how can business owners structure their pitches to capture interest?

Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, William Dyer, and John Findlay share their first impression requirements. With host Todd Taskey, the private equity executives talk about their elimination criteria for investment decks, the number of investments they evaluate each week, and how to craft a compelling pitch that resonates with investors.