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You need to just assess / underwrite the PortCo you would be working for. Do you think they’ll hit their investment thesis / CoC return target? Are they a strong, well performing business? Do the leadership team / PE firm have a history of successful exits? How long has the investment been held for so far?
If the company is in a market / geo / industry that has exposure to tariffs that could definitely impact the business, but it’s impossible to discern from your post
Thank you!.. to add some context, it’s a firm with $50B in AUM,
Mostly acquiring LMM
They do perform well, and have story of successful exits
They bought the company a few months back
And definitely will get hit by tariffs
I work for a portco and my wlb is mostly l
I’ll DM you, also at McK and wondering how different it is