The Private Equity Deal Process

Matt Roesch is a Vice President at HGGC, a leading middle market private equity firm. HGGC is based in the Bay Area, has $5.6 billion in cumulative capital commitments, and has completed over 300 portfolio investments. During our conversation, Matt discusses his motivation to pursue a career in private equity and perspective on his decision to forgo business school after his completing his associate stint. We also walk through the types of investments HGGC focuses on and the primary strategies the firm deploys to help its portfolio companies succeed. Finally, we do a deep dive on the private equity deal process, including sourcing, due diligence, investment proposals, offer letters, and post transaction dynamics.