Case studies come in several formats, each with its own time constraints and expectations. Understanding which type you might face is the first step in preparation.
Build a streamlined LBO model and a 3-to-5 slide pitch deck from scratch. The Focus: Speed, accuracy, and core investment intuition. The Take-Home Case Study
Cracking a Private Equity (PE) case study is less about getting the "right" number and more about demonstrating a sound investment mindset. You need to show you can link financial modeling to real-world value creation and risk management. Essential Case Study Resources (PDFs & Guides) Comprehensive Walkthroughs Mergers & Inquisitions private equity interview case study pdf
Not all case studies are created equal. Depending on the fund (Megafund vs. Middle Market vs. Growth Equity), you will face one of three distinct formats.
Before opening Excel, you must understand the business. Review the CIM or company materials and focus on three key areas: Case studies come in several formats, each with
Assuming multiple expansion (selling the company at a higher multiple than you bought it) is a rookie mistake. Always assume exit multiple parity or compression in your base case. Next Steps to Prepare
What happens if EBITDA drops 20%? What happens if you sell at a lower multiple? The Focus: Speed, accuracy, and core investment intuition
A private equity firm is considering investing in Company XYZ. The firm's investment thesis is that the company has significant potential for growth and improvement, but requires a strategic partner to help it achieve its goals.
Editor’s Note: Continue reading this article. Near the end, we explain how to download our official "Private Equity Interview Case Study PDF" containing three full-length practice exams with answer keys.
You receive a prompt, an information memorandum (CIM), and a blank Excel sheet at the firm's office.
Case studies come in several formats, each with its own time constraints and expectations. Understanding which type you might face is the first step in preparation.
Build a streamlined LBO model and a 3-to-5 slide pitch deck from scratch. The Focus: Speed, accuracy, and core investment intuition. The Take-Home Case Study
Cracking a Private Equity (PE) case study is less about getting the "right" number and more about demonstrating a sound investment mindset. You need to show you can link financial modeling to real-world value creation and risk management. Essential Case Study Resources (PDFs & Guides) Comprehensive Walkthroughs Mergers & Inquisitions
Not all case studies are created equal. Depending on the fund (Megafund vs. Middle Market vs. Growth Equity), you will face one of three distinct formats.
Before opening Excel, you must understand the business. Review the CIM or company materials and focus on three key areas:
Assuming multiple expansion (selling the company at a higher multiple than you bought it) is a rookie mistake. Always assume exit multiple parity or compression in your base case. Next Steps to Prepare
What happens if EBITDA drops 20%? What happens if you sell at a lower multiple?
A private equity firm is considering investing in Company XYZ. The firm's investment thesis is that the company has significant potential for growth and improvement, but requires a strategic partner to help it achieve its goals.
Editor’s Note: Continue reading this article. Near the end, we explain how to download our official "Private Equity Interview Case Study PDF" containing three full-length practice exams with answer keys.
You receive a prompt, an information memorandum (CIM), and a blank Excel sheet at the firm's office.