TresVista: IC Preparation and CIM for a PE Sell-Side Mandate
Built company profile, industry analysis, competitive benchmarking, and financial model for a PE sell-side transaction.
Sunny Sharma
AI Analyst at Model ML
From their time as
Research & Investment Analyst
TresVista • 2022 - 2023
Overview
Sunny joined TresVista as a Research and Investment Analyst, embedded within a team serving PE clients in the UK and a US-based hedge fund. One of his early mandates was supporting a sell-side transaction for a PE client whose portfolio company operated in the nutrition and wellness snack bar space.
The Story
Sunny joined TresVista as a Research and Investment Analyst, embedded within a team serving PE clients in the UK and a US-based hedge fund. One of his early mandates was supporting a sell-side transaction for a PE client whose portfolio company operated in the nutrition and wellness snack bar space.
His brief was to build the foundational research and financial analysis that would underpin the Confidential Information Memorandum for the sale process. He owned the company profile from scratch, covering what the company did, its product line history, and the competitive landscape it operated within.
He also conducted industry analysis and competitive benchmarking, sizing the market, assessing growth rates, and positioning the company relative to its peers. This work directly shaped the financial modeling that followed, providing the context against which valuation figures and sensitivities were built.
His outputs went through review with his VP and were incorporated into the final CIM with positive feedback and some constructive revisions. Across his time at TresVista, he maintained a client feedback score of five out of five across two audits, reflecting consistent quality in IC preparation, pitch books, and portfolio company CRM management.