PE Buyout IC Paper Template

An investment committee paper for private equity buyout deals. Covers deal thesis, commercial diligence findings, financial performance and projections, returns analysis, deal structure, and key risks — built to PE firm documentation standards.

Ideal for PE associates and vice presidents, M&A professionals, and corporate development teams evaluating acquisitions.

Contents

1. Executive Summary and Recommendations
2. Transaction Overview
3. Investment Thesis
4. Company Overview
5. Market & Competitive Landscape
6. Commercial Diligence Summary
7. Management & Organization
8. Financial Performance & Projections
9. Financial Model & Returns Analysis
10. Deal Structure & Financing
11. Legal & Tax Considerations
12. ESG & Responsible Investment
13. Key Risks & Mitigants
14. Appendices