I’m in the valuation group and am updating my resume. Am I allowed to say the names of the clients I have valued on my resume? The projects are all finished, so there are no private / ongoing transactions... I see mixed reviews about whether to do this or not. I Wanted to hear everyone’s thoughts.

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Personally I would keep it to what our normal quals would be in a proposal (industry, deal size, etc). This should give a reviewer enough information. Also in Val group - GL on the exit

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Describe your clients, but don’t name them either on your resume or during your interview. It makes you look like you don’t know your business, and any good firm will see you as a potential liability. All firms operate under NDAs and similar terms, so why would they hire you of you are willing to break terms for personal benefit?

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Survey question for the valuation dudes, what exit are yall seeking? When I tried to exit to corporate, it was really difficult.

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I was a manager looking for lateral move. Painful recruiting process but ended up at sr manager of corp dev

I am also in valuation. And I’m pretty sure it’s a “no”. I was thinking it’s okay (given transactions / reorgs are long done etc.) but I think we can’t because technically the clients don’t disclose who provided valuation services on whatever analyses are performed.

Even for C1 clients?

I was valuation as well. I did it both ways. Initially, I had client names on and applied to a few positions. Then at the advice of some friends, I anonymized client names just because of the sensitive nature of this type of stuff. I didn't have any blowbacks from the initial applications. For what its worth, I got job interviews off both versions of the resume so I dont think it made a difference.

Think the rule of thumb regardless of service line is no unless that info is public knowledge in some shape/form. If not then I would describe other things like industry, market cap, etc.

Haha the reason I ask is a guy who went from big 4 val (not PwC) to IB sent me his resume as a reference and he used specific projects that he worked on

Just to clarify, doesn’t really matter now, but The guy sent his resume when he lateraled and included his clients he worked on at big 4

I only allude to the companies in writing. In person, I will name drop a client or 2, but will preface it that those are some of our marquee clients and our relationship is public knowledge.

I think it displays that I'm not a liability with loose lips.

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