how do I best prepare for a 4 hour case study + 1 hour presentation? Assuming there is not time for a 3 hour model as slides have to be created as well. ... Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling. ...
Private Equity Case Study: Full Tutorial & Detailed Example
Learn how to prepare for and complete a private equity case study in 7 days with this detailed tutorial and example. Follow the steps to screen, research, model, and present a company for a PE firm.
Private Equity Case Study: Example, Prompts, & Presentation
How To Do A Private Equity Case Study. Let's look at the step-by-step process of completing a case study for the private equity recruitment process: Step 1: Read and digest the material you've been given. Read through the materials extensively and get an understanding of the company. Step 2: Build a basic LBO model.
PE Interview Case Studies
4) Merger model. One hour to merge two companies' financials to create pro forma financial statements and answer questions about the combined entity. However, this is usually just one component of the interview. General the case study portion of the interview involves reading an offering memorandum and answering questions on the spot.
PDF PRIVATE EQUITY INTERVIEWS
Preparation. Practice presenting your background and experience (i.e., take advantage of mock interviews offered by MBACM, PEVC club and friends) Develop concrete examples that illustrate what YOU did. Focus on 3 themes to get across: Relationship skills, Business judgment and Analytical skills/curiosity.
Best Private Equity Case Study Guide + Excel Model + Example
3 Steps to Finish a Private Equity Case Study. 3.1 1. Download and organize all documents in one folder. 3.2 2. Research the industry to understand trends and key metrics. 3.3 3. Read the filings and take notes. 3.4 4. Input financials in Excel and build the LBO model.
Private Equity Case Interview: Step-By-Step Guide (2024)
Private Equity Case Interview Example #4: A private equity firm wants to expand its presence in the consumer goods industry and is looking to acquire a well-established retail brand with a loyal customer base. The acquisition would complement the firm's existing portfolio and provide synergies in distribution, marketing, and brand positioning.
Private Equity Interviews
Type #3: 1-3-Hour On-Site or Emailed LBO Model. These case studies are the most common in on-cycle interviews because PE firms want to finish quickly. And the best way to do that is to give all the candidates the same partially-completed template and ask them to finish it.
PDF The Private Equity Case Study: The Ultimate Guide
Step 1: Do a quick scan of the most recent annual report and presentation, look at the financial statements, and find a revenue/expense breakout with the key drivers highlighted. Step 2: Determine how you might project these drivers and the outside information required to do so (e.g., market size, share, growth rates, etc.)
How would you approach a 4 hour case study?
Hours 3 - 3.5: Think about what "pitch" you're going to make for your case and start to build it into your model keeping in mind the notes you've taken on the business. Compare your results to any guidance provided by management or Consensus estimates if you have them. Clean up any quirks in your model.
COMMENTS
how do I best prepare for a 4 hour case study + 1 hour presentation? Assuming there is not time for a 3 hour model as slides have to be created as well. ... Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling. ...
Learn how to prepare for and complete a private equity case study in 7 days with this detailed tutorial and example. Follow the steps to screen, research, model, and present a company for a PE firm.
How To Do A Private Equity Case Study. Let's look at the step-by-step process of completing a case study for the private equity recruitment process: Step 1: Read and digest the material you've been given. Read through the materials extensively and get an understanding of the company. Step 2: Build a basic LBO model.
4) Merger model. One hour to merge two companies' financials to create pro forma financial statements and answer questions about the combined entity. However, this is usually just one component of the interview. General the case study portion of the interview involves reading an offering memorandum and answering questions on the spot.
Preparation. Practice presenting your background and experience (i.e., take advantage of mock interviews offered by MBACM, PEVC club and friends) Develop concrete examples that illustrate what YOU did. Focus on 3 themes to get across: Relationship skills, Business judgment and Analytical skills/curiosity.
3 Steps to Finish a Private Equity Case Study. 3.1 1. Download and organize all documents in one folder. 3.2 2. Research the industry to understand trends and key metrics. 3.3 3. Read the filings and take notes. 3.4 4. Input financials in Excel and build the LBO model.
Private Equity Case Interview Example #4: A private equity firm wants to expand its presence in the consumer goods industry and is looking to acquire a well-established retail brand with a loyal customer base. The acquisition would complement the firm's existing portfolio and provide synergies in distribution, marketing, and brand positioning.
Type #3: 1-3-Hour On-Site or Emailed LBO Model. These case studies are the most common in on-cycle interviews because PE firms want to finish quickly. And the best way to do that is to give all the candidates the same partially-completed template and ask them to finish it.
Step 1: Do a quick scan of the most recent annual report and presentation, look at the financial statements, and find a revenue/expense breakout with the key drivers highlighted. Step 2: Determine how you might project these drivers and the outside information required to do so (e.g., market size, share, growth rates, etc.)
Hours 3 - 3.5: Think about what "pitch" you're going to make for your case and start to build it into your model keeping in mind the notes you've taken on the business. Compare your results to any guidance provided by management or Consensus estimates if you have them. Clean up any quirks in your model.