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Why Sequel Holdings: Interviews, Careers, & Portfolio

Get to know Sequel Holdings to make the right investment career decision, or prepare for interviews
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    Sequel Holdings Overview

    Sequel Holdings (“Sequel”) is a private equity firm based in Dallas, Texas, founded in 2002 by Alan J. Bernon.

    Specializing in equity investments, Sequel focuses on profitable lower middle market businesses, primarily in the food and beverage sector. The firm also selectively invests in the agribusiness and plastics & specialty materials industries.

    Sequel’s investment strategy is centered on a limited number of portfolio companies where they believe they can have the most significant impact.

    This focused approach allows Sequel to maintain close relationships with portfolio company management teams and act as valuable, hands-on resources for their operating teams.

    Key Investment Criteria:

    • EBITDA: Greater than $5 million
    • Enterprise Values: Between $50 million and $150 million
    • Investment Type: Primarily control ownership securities

    By concentrating on a select number of investments, Sequel Holdings can dedicate the necessary time and resources to drive growth and add value to their portfolio companies.

    Sequel Holdings logo

    Sequel Holdings AUM

    According to the most recent regulatory filings, Sequel Holdings has $355 million in assets under management as of March 31, 2023.

    Sequel Holdings Interview Process & Questions

    While firms may vary their interview processes for different candidates, if you’re interviewing at Sequel Holdings (or a similar firm), you can generally expect the following:

    • Around 4-6 interview rounds
    • Initial interviews typically led by junior investment professionals or the HR team, with more senior staff conducting the later rounds
    • The entire process usually spans several weeks, except for “on-cycle” or “on-campus” recruiting, which may be quicker

    Interviews at Sequel Holdings include a mix of fit questions, behavioral questions, and technical/investing questions.

    For interview preparation, consider using my Growth Equity Interview Guide.

    Why Sequel Holdings

    “Why this firm?” is one of the most common and critical interview questions.

    If you’ve engaged in networking, this is an excellent opportunity to mention anyone you’ve met from the firm and the positive impression they’ve made on you.

    One of the most effective ways to learn about a firm is by listening to interviews with its founders, investors, or professionals working at the firm.

    For example, here’s an interview with Angela Ramsey, comptroller at Sequel Holdings:

    YouTube video

    Sequel Holdings Case Study

    Interviewees are almost always presented with a case study during interviews.

    Case studies allow firms to evaluate your technical skills and communication abilities. At firms like Sequel Holdings, case studies typically concentrate on financial modeling and investment recommendations.In addition, junior roles often include a cold calling case study.

    If you need assistance preparing for case studies, consider checking out our course: Growth Equity Interview Guide.

    Sequel Holdings Salary & Compensation

    Publicly available data on salaries for investment analysts and associates at Sequel Holdings is not available as of writing. However, according to Salary.com, the average salary for Sequel Holdings employees is approximately $86,225 per year. The top earners, in the 75th percentile, make over $97,877 annually.

    Individual salaries can vary based on factors such as job role, department, location, education level, certifications, and additional skills.

    Sequel Holdings Careers, Jobs, & Internships

    To see open roles at Sequel Holdings, check out our job board which features all job opportunities for them and other similar firms.

    Sequel Holdings Portfolio & Investments

    According to Crunchbase, Sequel Holdings has made four acquisitions and one investment across two funds. Some of their notable deals include Uniphase, Chairmans Food, and Piedmont Candy.

    Notable Transaction: Brady Solutions

    On September 28, 2012, Sequel Holdings, a Dallas-based private equity firm, partnered with Gemini Investors to invest in Brady Solutions.

    Brady is a contract blender and packager of dry powdered products and a spray dryer of artificial sweeteners, gelatins, and fruit flavorings. Serving primarily the consumer packaged goods industry and the nutritional supplement market, Brady also manufactures and sells regional brands, including Bell’s spices and stuffing and Bar-Tender’s drink mixes.

    Investment Highlights:

    • This marks Sequel Holdings’ second transaction in the food sector, demonstrating the firm’s continued focus and expertise in this industry.
    • The investment in Brady Enterprises is Sequel Holdings’ sixth transaction in the United States, indicating their significant presence and activity in the American market.
    • This transaction represents Sequel Holdings’ first venture into Massachusetts, expanding their geographical footprint and opening new opportunities for growth in the region.

    This strategic investment aligns with Sequel Holdings’ approach of targeting profitable lower middle market businesses, allowing them to leverage their industry knowledge and resources to drive Brady Enterprises’ growth and success.

    Next Steps

    Sequel Holdings is definitely a great investment firm for any aspiring investor to build a career. To increase your chances of getting selected for the role you’re aiming for, I would recommend checking out my Growth Equity Interview Guide.

    The Growth Equity Interview Guide is a self-paced course which helps professionals get a good grasp of concepts and topics that almost always show up during interviews – case studies, financial modeling, and more.

    Check it out and start learning today!

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    Mike Hinckley

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