ubs consulting case study

A Comprehensive Guide to Case Interview Prep [tips updated 2024]

• Last Updated June, 2024

Rebecca Smith-Allen

Former McKinsey Engagement Manager

What Are the Best Ways to Prepare for Management Consulting Interviews?

Congratulations!

If you’re on this page, you’re probably considering a career in management consulting or are already in the middle of the interview process.

We’re here to help.

We’re a team of more than 20 former McKinsey, Bain, and BCG consultants and recruiters (our average time in consulting is 13 years each) and we put together this guide to help you prepare for getting your consulting offer.

After reading this, we hope “congratulations” is also what you’ll hear when you leave your second round interviews.

Management Consulting Jobs Are in High Demand

Management consulting jobs are among the most sought-after positions in on-campus recruiting, whether you’re applying as an undergraduate or from a business school. 

Consulting firm recruits also include law school students, Ph.D. program candidates and people who’ve already started their professional careers in other industries.

Management consulting firms are filled with smart, driven people working to solve hard business problems. 

This work is a great launching pad for your career. 

Top consultancies offer competitive salaries and also invest significantly in employee development. A job at a management consulting firm will expose you to multiple different industries and types of business problems. 

There’s a lot to like about a career in consulting!

Competition for Jobs with Top Consulting Firms Is Fierce

But attractive jobs are usually highly competitive, and that’s definitely the case in management consulting. 

Top firms typically make offers to only about 1% of the people who apply. It’s not impossible to get a job with firms like McKinsey, Bain, and BCG (also known as the MBB firms), but it requires preparation.

In particular, successful candidates know that consulting firms use a particular type of interview question — the case study interview — and they know what recruiters are looking for in answers. 

In this article, we’ll help you prepare for management consulting interviews by answering the following questions:

• What is a case interview?
• How do I answer a case question?
• What is the best approach for case prep?

We’ll also provide tips and tricks that will help you to ace your case.  

Whether you’re aiming for a job at one of the MBB firms (McKinsey, Bain, or BCG), with other consultancies such as AT Kearney, L.E.K. or Oliver Wyman, or with the consulting arms of the large accounting firms such as Deloitte, Accenture, PwC, Ernst & Young, or KPMG, we can help you get there.  

What Is a Consulting Case Study Interview (also known as the “Case Interview”)?

A Case Study Interview is a real-time problem-solving test used to screen candidates for their ability to succeed in consulting. 

The case is presented as an open-ended question, often a problem that a specific type of business is facing, that an interviewer asks a candidate to solve.

Sample Case Interview Questions

Sales of drinks in Coffee Bean cafes are decreasing. What is causing the sales decrease?

Turnover of store employees at Burgers R’ Us restaurants has increased over prior years. What would you advise the company to do?

Donations to Caring Hands are decreasing, straining the non-profit’s ability to help the families it targets. What should the organization do to turn this around?

Case Interview 101 – The Basics for Beginners

You don’t need an MBA or an undergraduate degree in economics to land a job in consulting. But you will need to learn some business basics to be able to crack case interviews.

This section covers the concepts non-business students need to become familiar with, such as:

• The income statement – an overview
• Common formulas used in case interviews
• Business concepts you need to know
• Common types of case interviews

Case Interview 101, Part 1: The Income Statement

To solve cases, you first need to understand broadly how companies make money. For any specific case, you’ll want to make sure you understand how that company makes money. 

The most common way companies make money is by selling a product or service for more than it costs to produce, thereby earning a profit . 

Companies use three major financial statements to monitor and report their financial performance: 

(1) The income statement (2) The balance sheet (3) The cash flow statement 

An income statement (or profit and loss statement or statement of revenue and expenses) is a record of a company’s profit or loss over a specific period of time . The profit or loss is calculated by taking the revenues generated and subtracting the expenses incurred over the same period of time. The income statement has 3 major categories: Revenue, Expenses, and Profit or Loss .

Revenue is the total amount of money generated by a company from selling its products or services. It is also referred to as gross sales or “top line” as it sits at the top of the income statement. 

Costs are expenses incurred by a company to make its products or services. In the income statement there are three types of costs: 

• Costs of goods sold (COGS) or cost of sales are the direct costs of making products or providing a service. For a burger restaurant, for example, the COGS would include things like the meat, bun, and hourly labor of cooks, cashiers, and shift supervisors.
• Operating expenses are costs that are indirectly tied to the making of products or services. These include selling, general, and administrative (SGA) expenses, management salaries, depreciation, and amortization. Depreciation and amortization are non-cash expenses that reflect the value of big assets like machinery or buildings going down over time. For example, if our burger restaurant buys a grill to cook burgers on for $1,000 and expects it to last for 10 years, it would spread out the cost over that period, $100 per year. Other operating expenses for our burger restaurant would include things like advertising, the rent on the company’s headquarters, and the salary of the CEO.
• Costs incurred from non-operating activities such as interest paid on loans. These costs are rarely part of case interviews.

Profit or Loss :

Income statements generally show 3 levels of profit (loss) or earnings: Gross Profit; Earnings Before Interest, Tax, Depreciation and Amortization (EBITDA); and Net Profit.

Gross profit or loss

This is calculated by subtracting COGS or the cost of sales from the total revenue generated. If the costs are higher than the revenue generated, then the company has made a loss.

EBITDA and EBIT

EBITDA is calculated by subtracting operating expenses from the gross profit. EBIT is calculated by subtracting depreciation and amortization from EBITDA. 

As mentioned above, depreciation and amortization are non-cash expenses. So if the amount of cash generated by selling a product or service is important to your analysis, you should look at EBITDA. If looking at a more fully loaded cost is the focus of your analysis, use EBIT.

Net Profit or Loss

This is calculated by subtracting interest and tax from EBIT. It is also known as Net Income and refers to the profit (or loss) for the period. This is also known as the “bottom line” as it sits at the bottom of the income statement. This is the ultimate measure of whether a company’s activities are profitable during a certain time period when all costs are considered.  

Case Interview 101, Part 2: Common Formulas Used in Case Interviews

Here is a look at common formulas used in case interviews.

Profitability formula:

The profitability formula is used in profit (or loss) related cases. The profit or loss can be calculated using the following formula:

             Profit (or Loss) = Revenue – Costs

As mentioned above:

• Revenue is the money generated from selling a product or service. It can be broken down into price per unit and number of units sold . 
• Costs are the expenses incurred to make the product or service and can be broken down into cost per unit and number of units sold . 

The formula can further be broken down into:

            Profit (or Loss) = (price per unit x number of units sold) – (cost per unit x number of units sold)

There are other ways to break down revenue and cost depending on the case question.

• Revenue can be broken down by product or service line, customer type, or geographic region (e.g., North American, Europe, Asia)
• Costs can be broken into fixed costs and variable costs, or components such as overhead, salary, etc.

It is often helpful to break costs down into fixed and variable to solve consulting cases, and understanding the difference is important. Fixed costs, like rent for a store or the cost of equipment, are incurred regardless of how many units a company sells; whereas variable costs are only incurred with the production of each additional unit. Because of this, it can be helpful to sell incremental units even at a loss for a short period of time if it helps cover fixed costs.

So the profitability formula can also be written as:

            Profit (or Loss) = (price per unit x number of units sold) – (fixed + variable costs)

P rofitability example:

Your client, a manufacturer, is facing a decline in profits. Your client wants your help solving this problem. We’ll use this example to demonstrate all the formulas in this section.

The first step you could take is to calculate the past year’s profit given the following information:

• Number of units sold = 1 million
• Price per unit = $10
• Cost per unit = $8

          Profit (or Loss) = ($10 x 1 million) – ($8 x 1 million)

          Profit = $2 million

Profit margin formula:

Profit margin indicates how many cents of profit the company generated for each dollar of sale. It’s typically used to measure the financial health of a company . 

You can compare the profit margin of a company against its historical margins to evaluate whether its current performance is better or worse than past performance. You can also compare it against companies in the same industry to evaluate whether its financial performance is stronger or weaker.

Profit margin can be calculated using the formula:

          Profit margin = (Profit / Revenue ) *100%

Profit margin example:

To calculate the profit margin, first, you need to calculate company revenues as follows:

            Revenue = 1 million x $10

           Revenue = $ 10 million

You can now calculate the profit margin as follows:

            Profit margin = ($2 million / $10 million) x 100%

           Profit margin = 20%

Note you can combine both the formulas for faster calculation.

Market share formula:

Market share is the size of the company in relation to the size of the industry in which it operates, where size is typically measured in annual revenues. It is used to compare the size of a company to its competitors and the industry as a whole. It can be used in market entry cases because industries with a lot of small competitors are generally easier to enter than ones with only a few big competitors. It’s also used in profitability cases because, in general, companies with a large market share also have more market power to do things like set prices.

Market share can be calculated using the following formula:

            Market share (%) =total company revenue / total industry revenue  

Market share example:

Using the example from above, say you decide to determine the company’s market share as part of your analysis. In this example, the industry has annual revenues of $ 200 million.

            Market share (%) = $ 10 million / $ 200 million

           Market share = 5%

Growth Rate Formula:

This refers to the specific change of a variable within a specific period of time. Growth rates can be used in assessing the financial performance of a company over time. For example, high revenue growth rates would likely be a sign of strong financial performance. High cost growth rates may be a sign that a company is having financial trouble.

The growth rate is calculated using the formula:

            Growth rate (%) = (New – Old) / Old

Growth rate example:

To calculate the manufacturer’s revenue growth rate. Last year’s revenue was $ 9.5 million therefore the revenue growth rate is:

            Revenue growth rate = ($10 million – $9.5 million) / $9.5 million

            Revenue growth rate =5%

You can assess whether a company’s growth rate is strong by comparing it to other growth rates such as:

• The company’s growth in the prior year.
• The growth of the market or of competitors.
• The rate of inflation.

Mature companies are likely to see single-digit growth rates unless they launch a very successful new product or they acquire a company. On the other hand, startup investors typically expect double- or triple-digit annual growth during a company’s early years.

Return on investment formula:

Return on investment (ROI) is a profitability metric that indicates how well an investment performed (or will perform). It can be used to compare the profitability or efficiency of an investment or decide which of alternative investments to make. 

ROI is calculated using the following formula:

            ROI (%) = Profit / Cost of investment

ROI example:

Suppose our manufacturer mentions that they purchased state-of-the-art machinery to make their product. It cost $8 million. You decide to calculate the ROI on this investment. 

            ROI  = $2 million / $8 million

           ROI=25%

Break-even formula:

Break-even is the point at which the total revenue and total costs are equal, meaning there is no loss or profit at that point. Break-even is typically used to help companies determine the minimum number of units that need to be sold to cover all the costs used to produce those units. 

An executive might want to know that they could break even at 100,000 units sold because if she thought they could sell more than that, it would be profitable to enter the market. If she thought they’d sell less, they wouldn’t enter the market.

Break-even can be calculated using the following formula:

              Breakeven (units) = Fixed costs  / (sales price – variable cost per unit)

Break-even example:

If a product required a $50,000 investment in equipment (a fixed cost), sold for $5, and cost $4 per unit in variable costs, its breakeven would be: 

              Breakeven (units) = $50,000  / ($5 – $4)

              Breakeven= 50,000 units

Payback period formula:

Managers may also look at the payback period on an investment or, in other words, how long it would take to earn back the cash required to enter a new business. This investment could be a new piece of equipment or a marketing campaign needed to create customer awareness of a new product. This is a different way of looking at the same question that the breakeven formula asks: is it worth my while to make this investment?

The payback period can be calculated using the following formula:

              Payback (years) = Investment cost / annual profit

Payback years example:

Using the same example, you decided to calculate the payback years of the new state-of-art machinery

            Payback (years)= $8 million / $2 million

           Payback = 4 years

Capacity of equipment:

The capacity of equipment is the maximum output or units a piece of equipment can produce with the available resources over a set period of time.

Capacity can be calculated using the following formula:

            Capacity (units) =Total capacity / Capacity required to make one unit

Capacity example:

To calculate the capacity of our manufacturer’s machinery, we’d need to know that it can produce a unit every 10 minutes and that the client operates 12-hour shifts.

              Capacity (units) = 12 hours x (60 minutes per hour) / 10 minutes

             Capacity = 72 units / day

The utilization rate of equipment:

Utilization rate is the percent of available time the equipment or machinery is actually used. It measures efficiency and can be used by companies to make informed decisions on timelines and inventory, or whether additional equipment is needed.

The utilization rate of equipment can be calculated by the following formula:

              Utilization rate (%) =Actual output / Maximum output

Utilization rate example:

Using the same example, imagine that the management tells you that in a 12-hour shift, the machine produces 50 units and there are two 45-minute breaks.

First, you would need to calculate the potential output.

               Actual hours of operation = 12 hours – 1.5 hours = 10.5 hours

               Potential output = (10.5 hours / 12 hours) x 72 units

               Potential output = 63 units

Then, calculate the utilization rate.

                Utilization rate = 50 units / 63 units

                Utilization rate = 79%

Utilization rates raise interesting issues in a case. It raises questions such as:

• If potential output is 63 units, why are only 50 being produced (e.g., machine downtime, worker errors), and what can be done to solve these problems?
• Could the company stagger employee breaks to get potential output up to 72 units from 63?

Case Interview 101, Part 3: Business Concepts You Need to Know

Here are some common business concepts that you need to know as you prepare for your interview.

Process : This is a set of actions or operations that lead to results (products or services).

This typically describes how a company makes its products or services. The steps can be performed by workers, equipment, or computers. In a case, this is mostly used in situations where a client would like to make their processes more efficient. For example, a client who is in logistics would like to reduce the cost of its operations by improving the efficiency of its processes, such as by reducing equipment downtime or scheduling deliveries according to time-saving routes. 

Best practices: Best practices are methods or techniques that are considered to be the working standards and guides in a given situation. 

In a business situation, best practices are used to benchmark companies against the standard and can serve as a roadmap on how to improve the efficiency of their operations.

Hypotheses: Tentative answers to a problem or an assumption based on some evidence. 

The hypothesis-driven approach is a common approach to solving problems in the consulting world because consultants don’t want to waste time fully researching all possible solutions. They want to move quickly to the most likely answer and then test whether it is or is not the best answer. This approach can be used to solve case interview questions where you first assume an answer to the case problem and check whether this is true or not through analysis. If it is not true, you revise your hypothesis.

Issue tree: This is a common approach in consulting used to solve complex problems.

An issue tree is used to break down complex problems into key components in a structured manner. In a case interview, you can use the issue tree to break down the client’s problem into manageable chunks or to break down a formula such as the profitability formula into key components.

Read our article for more information on Issue Trees .

MECE: MECE stands for mutually exclusive and collectively exhaustive . 

It is a way of bucketing problems, ideas, or solutions with no overlapping between the buckets and with each item having a place in one bucket only (mutually exclusive), and with the buckets including all possible items relevant to the context (collectively exhaustive). In a case interview, you can use MECE with the issue tree when breaking down problems or when identifying solutions for the client. MECE issue trees are considered the gold standard for problem-solving so this concept is very good to know. 

You can also use the concept of MECE when segmenting a market – for example, if you are sizing a market and intend to lay out different purchasing behavior assumptions for different customer segments. For example:

Customer segment                         Purchase frequency for items from coffee shops

Women under 30                             4 times per week, purchase includes food item plus beverage Men under 30                                     2 times per week, purchase includes only beverage Women 31 and over                         4 times per month, purchase includes only beverage Men 31 and over                                 3 times per month, purchase includes only beverage

Note how in this example, everyone would fall into one customer segment and only one customer segment. Read our article for more about MECE problem-solving .

Root causes: This is the core issue or main reason for a problem . It is used in problem-solving to identify solutions that appropriately address the problem. 

The term root cause is used to distinguish between symptoms of a problem, which may be obvious, and the underlying issue that needs to be solved, which may not be obvious. For example, a decline in sales volume is a symptom. The root cause could be high prices, poor product quality, product unavailability, or any number of other issues. You can’t fix the symptom of declining sales volume until you identify the root cause behind the problem. 

In a case interview, you’ll need to identify possible causes of the client’s problem and then ask questions and do analysis to identify the root cause. Once you do, you can make the most appropriate recommendations for the client.

Break-even analysis: This is the calculation used to determine the point at which the total revenue and total costs are equal meaning there is no loss or profit. 

In business situations, it helps determine at which point the business, investment, or new product or service will become profitable. In case interviews, you can use the break-even analysis to determine whether a client should make a certain investment, say in machinery or a new product line, based on how likely it is that they’ll exceed the break-even threshold.

Case Interview 101, Part 4: Common Types of Case Interviews

In this section, we will review 4 common types of case interviews.

Market-sizing Questions

Market-sizing questions typically appear in cases where clients want to grow or expand their business such as market entry or profitability cases. The client either wants to understand the market size of the current business or of a potential new product line or geography or customer group to understand whether it is big enough to be interesting. 

Sample case questions

“How many cups of coffee does Starbucks sell in a day?” “Estimate the fleet size of Delta Airlines.” “Estimate market size for air-conditioners in New York.”  “Estimate market size for an anti-smoking pill in the U.S.”

You are not expected to know the exact answer to market-sizing questions. Instead, the interviewer wants to see that you can use simple math and logical deduction to build out an answer. For these questions, it is good to memorize a few facts that will help you make assumptions. For example, a good place to start is the population of the U.S. or the population of a U.S. city (or country and city that you live in). 

For more information and examples, read our article on Market-sizing Cases .

Revenue Growth Case Interviews

In revenue growth cases, the client typically wants to grow their business. This can be done by increasing revenue of the current product/service line, by adding a new product/service line, or by selling to a new type of customer or in a new geography. 

They could do this by building a new offering, buying another company, or partnering (joint venture) with another company that already offers what they want to sell. 

“A manufacturer sees its revenue stagnating. It wants to know whether raising price or selling more units is a better path to growing revenue, and how to pursue it.”

“A local theater house thinks there is an opportunity to expand their current offerings to the very loyal client base. What new product or service could they offer their customers? What would be the impact on revenue from expanding their offerings?”

“A regional fast-food chain, serving hamburgers and fries, is experiencing increasing demand outside of its main regions of operation and wants to expand. What regions would have the biggest impact on its revenue?”

You should remember that there are multiple ways to achieve revenue growth. One thing to consider is the client and industry context when tackling revenue growth questions. For example, does the client have a good market size in the industry? Does the client have the capability to offer new products/services? Is the industry highly competitive?

For more information, read our article on Revenue Growth Cases .

Market Entry Case Interviews

In market entry cases, the client wants to know if they can enter a market and be profitable. For example, entering a different geography, new demography, or new product/service line. (Note, there can be overlap between revenue growth cases and market entry cases.)

“A U.S.-based consumer electronics manufacturer is thinking of expanding into emerging markets. What is the potential revenue growth if they choose to expand into India?”

“A telecom operator is looking to diversify their presence in the U.S. and wants to enter the video streaming market. How can they capture a significant market share?”

“A renewable energy company that specializes in large equipment such as windmills wants to enter the retail market and sell smaller equipment directly to individual homes. They would like to know if this is a good idea.”

There are a number of frameworks you can build off of to tackle a market-entry case. For example, Porter’s Five Forces, Business Situation Framework or 3C&P (customer, competition, company, and product), and Supply & Demand among others. It is key to consider the “new” market context as well as the client context to enter this market. 

To find out more on this, read our article on The Market Entry Framework .

Cost Optimization Case Interviews

Cost optimization cases or questions can be part of a profitability case where a client is experiencing declining profitability or when a client wants to improve efficiency.

“A national hotel chain has seen its operational costs significantly increase over the last year and would like you to figure out why.”

“A juice manufacturer has been experiencing a steady increase in revenue over the past 5 years however their cost has been increasing at a faster rate, meaning the profits have not grown as expected. What is the root cause of the significant increase in cost?”

“A tour company would like to reduce their costs due to the falling number of tourists over the past few years. What ways would you recommend for them to reduce their costs?’

For cost optimization cases, remember to break down the cost components. For example, you can break them down into fixed and variable costs or cost of goods sold and operational costs and then brainstorm the categories of each that will likely apply to the company at hand. This will make it easier to identify what costs should be reduced or eliminated.

Check out Types of Case Interviews article for more detail on these types of cases and more.

Why Do Top Consulting Firms Use Case Interview Questions?

Management consultancies are not the only types of firms that use case interview questions to evaluate candidates. 

Investment banks, consumer marketing companies, and others use the case interview structure in their interview process.

Because case interviews show how a candidate would problem solve in real time. 

Solving complex, ambiguous problems is at the heart at what consultants do every day.

This type of interview question mimics the analytic process a consultant might go through in a 3-month project, but it does it in 30 minutes, the time allowed in a typical interview. 

The interviewer can probe whether a candidate’s approach is well-structured, creative, and displays good business sense.

How Do Consulting Recruiters Evaluate Candidates?

The main thing that recruiters are looking for in case study interviews is whether or not they’d feel comfortable putting a candidate in front of a client. To assess that, they ask themselves these questions:

• Is this person able to do the job? Do they have the analytic skills to solve tough business problems?
• Is this person client-ready? Are they knowledgeable, professional, and confident enough to work effectively with client staff and leaders?
• Is this someone I’d want to work with? This interview question is sometimes referred to as the airport test. It comes down to, “Would I want to be stuck in an airport with this person if the weather was bad and our flight was delayed?” It assesses whether an individual is smart, fun and passionate about the projects they take on.
• Is this person coachable? No one expects a recruit to know the answer to every thorny business issue right out of undergrad, or even right out of business school, but they do want someone who is willing and able to take suggestions and improve their analysis. Show you are coachable by listening for feedback as you answer a case study interview question and using suggestions to steer you toward the right solution.

Nail the case & fit interview with strategies from former MBB Interviewers that have helped 89.6% of our clients pass the case interview.

Consulting Case Prep Takes Time – Start Early

If you walk into your first consulting interview without having practiced case study interviews beforehand, you’re in for a painful experience. Case questions can cover any industry and multiple different types of business problems, so you’re unlikely to get lucky and know the answer.

We suggest your start your consulting case prep a few weeks before your interview. Starting with more lead time is even better. This will allow you to watch/read through a few consulting cases to get a sense for what to expect (continue to our case videos below for one example!) It will also give you time to find a couple friends or classmates who are also applying to top consulting firms. You can give each other mock case interviews and be even more prepared.

Learn How to Case Quickly by Mastering Each Part of the Case

When you’re starting your consulting interview prep, it’s important to remember that the “right answer” is not simply a conclusion, but the methodical, the well-structured process used to reach the conclusion. 

To answer a case question correctly, you must:

Step 1: Understand the question you are being asked.

After your interviewer describes the client this case interview will involve and the problem they face, you should repeat this information back to them in your own words. 

This can feel awkward when you practice your first case, but it will help you in the long run.

If you don’t have the client and their problem straight, you could spend a lot of time answering the wrong question. If that happens you will not be moving forward to second round interviews no matter how elegant your analysis is.

Example: Our client is a fast-food retailer that has seen decreasing sales revenue over the past couple of years. They want your help in understanding what they can do to improve sales.

Step 2: Take time to think through all the key aspects of the problem.

Ask for a moment to consider your approach to solving the client’s problem. During this time, write down what you want to learn about the client’s situation before you answer the interview question.

Your approach can lean on business frameworks you’re familiar with during your case interview preparation. 

For instance, in the example of a fast-food chain with declining sales, you should break sales down into price and unit volume to understand whether the client is not selling enough units of their products or whether prices have fallen (or both!)

But you don’t need to use familiar frameworks. In fact, it’s best to develop your own structure for breaking down the problem as it shows you can solve a case without forcing a standard framework on the problem.

For more information on business frameworks, you might want to become familiar with during your case study preparation, see  Case Interview Frameworks .

Step 3: Ask pertinent questions and use the answers to form hypotheses.

After you brainstorm key aspects of the case problem and structure your approach to solving it, share your approach with your interviewer.

If the interviewer suggests a place to start your analysis, follow their lead.

Otherwise, suggest the best place to start digging into the case.

Make sure the questions you ask the interviewer touch on all the key aspects of the problem you identified including the client’s internal organization, the market for their product, and their competition.

Step 4: Summarize your case interview with a persuasive conclusion. 

Once you’re confident you have enough information to understand the case and what needs to be done to solve the client’s business problem, you’ll conclude the interview with a logical summary outlining the problem, key conclusions you’ve reached, and providing a persuasive recommendation on how you’d help the client resolve it.

Below, we’ll go into more depth on how to address each of these 4 points in a case.

Questions to Ask Yourself Before Diving Deeper into Case Prep

Right now, you may be thinking to yourself that consulting interviews sound impossibly difficult. Or you may think that they sound like interesting business problems that you’d enjoy solving. 

Perhaps you’re not sure.

If you think that answering case interviews is not something that would come naturally to you, don’t worry, you’re not alone! 

Getting good at consulting interviews requires a lot of preparation.

Before you commit to putting in the time required to prepare for the management consulting interview process, you should ask yourself if a career in management consulting is right for you.

Key Questions to Ask Yourself Before Pursuing a Career in Consulting

• Do you enjoy solving the types of business problems asked in case interviews?
• Do you have a background in business principles or are you willing to invest the time it will take to develop one?
• Are you passionate about pursuing consulting as a career?

Management consulting jobs might pay well and provide the opportunity to pursue attractive careers, but if you don’t like solving business problems, you probably won’t like the work you’ll do as a consultant. If you don’t enjoy analyzing business cases, save yourself a lot of preparation time and frustration. 

Focus on career options that better meet your interests.

Or, perhaps solving business problems with smart, driven professionals sounds like it’s your dream job. 

If so, move onto the deeper dive into case prep below! 

Case Interview Prep – Diving Deeper

If you’re here, we’re assuming you’re serious about investing time in preparing for a career in management consulting. 

The best way to get smarter about  answering case interview questions is to master this four-part approach.

How to Answer a Consulting Case Interview –  a 4 Part Approach

The 4 parts to answering a case interview are:

• Opening  – This is where you make sure you understand the client’s problem.
• Structure  – This is where you brainstorm all factors relevant to the problem and organize them to ensure you address them in a complete and logical manner.
• Analysis  – This is where you gather data to identify which of the factors related to the business case are the most important. You’ll use this data to create a recommendation for your client.
• Conclusion  – Here, you present your recommendation to “the client” (your interviewer), in a well-structured and persuasive manner.

Case Interview Prep Part 1: The Opening

As we saw in the video above, the opening of a case question is a description of a client and the problem they’re facing. Davis repeated back to the interviewer the type of business the client was in and and their business problem.

Remember, this clarification is an important step in the process.

If you did not remember that the client was a top-three beverage producer and answered the question as if the client was a start-up, your answer would ignore the manufacturing and distribution infrastructure the company already had in place to launch its new product.

That would make your answer completely wrong.

During this portion of the interview, you can ask any clarifying questions you need to. If something is not clear—the client’s product or industry, or the problem they want to solve —ask !

Nailing the opening is probably the easiest part of case prep. Get this right, and you’ll start each case off strong.

Case Interview Prep Part 2: Structure

Once Davis clarified the problem, he asked for a moment to prepare her response. In the structure phase of the case interview, there’s silence for several moments.

As with clarifying the question, this can feel awkward.

But asking for this time will show the interviewer that you’re carefully structuring your problem-solving approach.

It will also ensure that you are not quickly addressing a couple of aspects of the business problem but ignoring others, potentially ones that are critical to solving the client’s problem.

Some quick brainstorming is useful here, but also take a step back to maker sure you consider all aspects of the client’s business, its customer demand, and the competition. 

Organize your questions into a comprehensive approach to address all key aspects of the problem.

Mastering the structure phase of the interview is not as easy as the opening, but it’s critical to ensure you have the structured problem-solving approach that will lead you to the right answer to the case.

Focus on this aspect of case interview preparation until you can structure almost every case right.

Case Interview Prep Part 3: Analysis

In the third part of the case study interview, you’ll dig in and analyze the problem.

After Davis outlined his problem-solving approach, the interviewer told him that the client wanted to understand the beverage market and customer preferences to assess the potential success of the product launch.

The interviewer then provided a chart with helpful data.

This part of the interview is important because gives you the data that will help you close down aspects of the case that aren’t at the heart of the problem you need to solve and to better understand key drivers that will point to the solution.

But you’ll also need to do some consulting math .

You should also refer back to the problem-solving structure you laid-out earlier in the interview to make sure your analysis is comprehensive. You don’t want to get lost down one rabbit hole and ignore other important aspects of the problem.

During this portion of the interview, you’ll be assessed on whether you asked relevant questions, have well-reasoned insights into the client problem, and whether you could lead a case like this if you were hired by the firm.

Many consulting candidates find that the analysis phase of the interview is the toughest of the 4 parts.

You need to balance doing consulting math calculations with interpreting data and make sure you cover all aspects of the problem you identified in the structure phase of the case. 

Stick with this aspect of case preparation until you’re an expert at it–it will pay off in your interviews. 

Case Interview Prep Part 4: Conclusion

Davis concluded the case with a direct answer to the case study interview question as it was initially asked.

This answer should be both persuasive and logical based on all the information gathered over the course of the interview. Your answer should also include the next steps your client should undertake.

During the conclusion, you’ll be assessed on whether you present a well thought-out solution based on the relevant facts of the case.

Like the opening, mastering the conclusion is not difficult. Take you time to nail this aspect of case prep anyway as leaving your interviewer with a strong impression of your casing capabilities is important.

Effective Case Interview Prep: The Bottom Line

The case study interview is not as complex as it seems if you break it into 4 parts.

Practicing each part of the case on its own will make your consulting interview preparation both more efficient and more effective.

Now that you’re familiar with the 4-part approach to a case interview, the next thing to learn is the 4 different formats case interviews can take.

4 Formats for Case Interviews

There are four formats a case interview can take:

• Interviewer-led – In this case interview format, a candidate will still be expected to identify and structure the key elements of  a thorny business issue, and then present them to the interviewer. But after they do, the interviewer will direct them to first address a particular aspect of the case. This interview format is typically used in McKinsey cases.
• Written interview – This is not a common interview format but can be common for particular companies and offices. You will be given a packet of PowerPoint slides and time to review them. During this time, you’ll prepare a presentation using the slides you choose from the ones provided as well as others you create, and you’ll then present it to a panel of interviewers. Written interviews are frequently used by boutique consulting firms and regional offices of larger firms such as Bain’s China offices. For more information, see this article on written case interview.
• Group interview – Multiple candidates are brought in to discuss a case together and then present their solution to an interviewer. The group case is also not a frequently used interview format. For more information, see this article on group case interview.

While the candidate-led consulting interview is the most frequently used format, you’ll probably see more of the interview-led interview format in McKinsey interviews.

You should also be aware of the written and group interview formats so that if you get one during the case interview process, you’re not caught by surprise. But don’t spend a lot of time on preparation for that type of interview unless you’re informed you’ll have one.

Congratulations! 

You’ve made it to the end of our crash course on case interview prep. By reading this article, you now have a strong understanding of:

• What a consulting case interview is,
• How to answer case studies using the 4-part approach, and
• What the 4 different formats for case interviews are.

You are well on your way toward preparing for your first case interview and entering the exciting field of management consulting. 

Still have questions?

If you still have questions on case interview prep, leave them in the comments below. We’ll ask our My Consulting Offer coaches and get back to you with answers.

Also, we have tons of other resources to ensure you get an offer from a top management consulting firm. Check out these topics:

• Case Interview Workshop Video
• Case Interview Examples
• Case Interview Practice

Help with Case Prep

Thanks for turning to My Consulting Offer for advice on case prep. My Consulting Offer has helped almost 89.6% of the people we’ve worked with get a job in management consulting. For example, here is how Brenda was able to get a BCG offer when she only had 1 week to prepare.

8 thoughts on “A Comprehensive Guide to Case Interview Prep [updated 2024]”

In the math calculations of the analysis portion, why was it that there were 8 cans per gallon? Where did that number come from?

Hey, Tonia! Thanks for your question.

In the case, we’re given that the size of the market for US sports drinks is 8 billion gallons. Electrolyte drinks are 5% of this total or .4 billion gallons which equals 400 million gallons.

We’re also given that the product size for drinks in this market are 16 ounces. And in our breakeven analysis, we find out we need to sell 400 million bottles (or cans) to break even. We need to do a conversion to compare our breakeven point of 400 million bottles to the 400 million gallon market size to see what market share we would have to achieve to break even.

Conversion: 1 US gallon = 128 ounces. 128 ounces/ gallon divided by 16 ounces/ bottle = 8. We can fill 8 bottles for each gallon of electrolyte drink we produce. So 1 gallon is 8 bottles (or cans) manufactured by our client.

We divide the 400 million bottle (or can) breakeven point by 8 to get to 50 million gallons. We compare the 50 million gallon breakeven point to the 400 million gallon market size to see that we need to capture 12.5% market share.

Note: In answering this question, I noticed that a UK gallon = 160 ounces, so if you are using UK gallons you will get a different answer!

I hope that helps! Sorry about the confusion between US ounces/gallon and UK ounces/gallon!

Hi, what resources are you typically allowed to use during (virtual) case interviews? Such as a pen, paper, calculator etc.

You’re typically allowed a pen and paper in a virtual case interview but NOT a calculator. Part of what your interviewer is testing for is your quantitative skills, so they want to see that you can do calculations in your head or on paper. See our article on virtual case interviews , for more info. Also, we have an article on practicing your case interview math .

Best of luck!

Can you please explain the ROI formula? I do not understand why (2m-8m)/8m = 25%. That calculation gets a result of -75%

Shouldn’t the formula just be (net profit)/(cost of investment)?

George, thanks for pointing this out! The formula was incorrect, and should be Profit/cost of investment. The correct answer is 25%.

All the best, MCO

thanks for information

great information

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How to Prepare for UBS Investment Banking Interviews

If you're looking to land a job in UBS investment banking, you'll need to prepare thoroughly for the interview process.

Posted May 11, 2023

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Table of Contents

If you have an upcoming UBS investment banking interview, congratulations! You've made it through the initial screening process and have caught the attention of one of the world's most prestigious financial institutions. But before you can land the job, you need to ace the interview. Here are some tips on how to prepare for a UBS investment banking interview:

Understanding the UBS Investment Banking Interview Process

Before diving into interview preparation, it's important to understand the UBS investment banking interview process. Typically, you'll go through several rounds of interviews, including a phone or video interview, a one-on-one interview with a hiring manager, and potentially a case study or group presentation. Each round will test different skills and attributes, so it's important to prepare for each one individually.

It's also important to note that UBS values diversity and inclusion in their hiring process. They actively seek out candidates from a variety of backgrounds and experiences, as they believe this leads to a more innovative and successful team. During the interview process, you may be asked about your experiences working with diverse teams or how you would approach working with colleagues from different backgrounds.

Researching UBS Investment Banking Culture and Values

Just like any other job, you want to make sure that UBS is a good fit for you. Research the company's values and culture to ensure that they align with your own. This will not only help you answer questions in the interview but also show your genuine interest in working there.

One way to research UBS's culture and values is to look at their mission statement and company website. This can give you insight into their overall goals and priorities. Additionally, you can reach out to current or former employees to get a better understanding of what it's like to work at UBS. This can be done through networking events, LinkedIn, or even reaching out to people in your personal network who may have connections at the company.

Crafting Your Personal Narrative for UBS Investment Banking Interviews

Your personal narrative should highlight your experience, skills, and accomplishments while demonstrating why you're the perfect fit for the job. Tailor your narrative to UBS's values and the specific role you're applying for. Practice it until you feel confident and comfortable speaking about yourself and your achievements.

When crafting your personal narrative, it's important to remember that UBS is looking for candidates who can bring a unique perspective and approach to their work. Consider highlighting any experiences or skills that set you apart from other candidates and demonstrate your ability to think creatively and solve complex problems.

Additionally, don't be afraid to show your personality in your personal narrative. UBS values candidates who are not only skilled and experienced, but also personable and easy to work with. Incorporating anecdotes or personal stories into your narrative can help showcase your personality and make you more memorable to interviewers.

Building a Strong UBS Investment Banking Resume and Cover Letter

Your resume and cover letter are often your first chances to make a good impression on a recruiter. Make sure they are polished, concise, and highlight your most relevant experiences and skills. Use specific data points to demonstrate your impact and accomplishments in previous roles.

When crafting your resume and cover letter for UBS Investment Banking, it's important to tailor your application to the specific role you are applying for. Research the job description and company culture to ensure that your application aligns with their values and requirements.

In addition to highlighting your experiences and skills, consider including any relevant extracurricular activities or volunteer work that demonstrate your leadership abilities and commitment to the industry. This can help set you apart from other applicants and showcase your well-roundedness.

Developing Your Technical Skills for UBS Investment Banking Interviews

Investment banking requires a strong understanding of finance and accounting. Brush up on technical skills like financial modeling, valuation, and accounting principles. There are many online resources available to help you practice and improve your skills.

In addition to finance and accounting, it is also important to have a solid understanding of the industry and market trends. Stay up-to-date with the latest news and developments in the investment banking industry by reading industry publications and attending conferences and events.

Another important aspect of developing your technical skills is to practice your communication and presentation skills. Investment bankers often need to present complex financial information to clients and colleagues in a clear and concise manner. Consider taking public speaking courses or practicing your presentation skills with friends or colleagues.

Practicing Common UBS Investment Banking Interview Questions

Practice answering common interview questions, both behavioral and technical. Know how to answer questions about your strengths, weaknesses, and leadership style. Prepare for technical questions related to valuations, financial statements, and investment strategies.

It is also important to research the company and the specific role you are interviewing for. Understand the company's values, mission, and recent projects. This will show your interest and dedication to the position. Additionally, be prepared to ask thoughtful questions about the company and the role during the interview.

Another helpful tip is to practice with a friend or mentor. Have them ask you common interview questions and provide feedback on your answers. This will help you feel more confident and prepared for the actual interview.

Preparing for Behavioral and Situational UBS Investment Banking Interview Questions

Behavioral and situational questions are designed to assess your problem-solving and critical-thinking skills. Prepare to answer questions about conflicts, challenges, or difficult scenarios you've faced in previous roles. Be sure to demonstrate how you overcame these challenges and what you learned from the experience.

Another important aspect to consider when preparing for behavioral and situational UBS investment banking interview questions is to research the company and its values. This will help you understand the type of culture and work environment you may be entering, and allow you to tailor your responses accordingly. Additionally, it's important to practice your responses to common behavioral and situational questions with a friend or mentor, so that you can refine your answers and feel more confident during the interview.

Finally, it's important to remember that behavioral and situational questions are not meant to trick you or catch you off guard. Rather, they are designed to give the interviewer insight into your thought process and problem-solving abilities. So, be honest and authentic in your responses, and don't be afraid to ask for clarification if you need it. With the right preparation and mindset, you can ace your UBS investment banking interview and land your dream job.

Navigating the Case Study Portion of the UBS Investment Banking Interview

During a UBS investment banking interview, you may be given a case study to solve. Remember to keep your approach structured and highlight your ability to solve complex problems. Make sure to show your strong financial modeling and strategic thinking skills.

When solving the case study, it is important to communicate your thought process clearly and concisely. This will demonstrate your ability to work well under pressure and effectively communicate with team members and clients. Additionally, be prepared to defend your assumptions and conclusions with data and analysis.

It is also important to remember that the case study is not just about finding the right answer, but also about demonstrating your ability to think creatively and outside the box. Don't be afraid to propose unconventional solutions or approaches, as long as they are backed up by sound reasoning and analysis.

Tips for Following Up After Your UBS Investment Banking Interview

After the interview, follow up with a polite thank-you email. Use this opportunity to reiterate your interest in the position and highlight any notable takeaways from the interview. This will leave a positive impression on the interviewer and show your professionalism and enthusiasm for the job.

In addition to sending a thank-you email, consider sending a handwritten note to the interviewer. This personal touch can make a lasting impression and show that you are willing to go above and beyond to stand out from other candidates.

It's also important to continue networking with UBS employees and attending industry events. This demonstrates your commitment to the field and can lead to future job opportunities or connections. Keep in touch with your interviewer and express your interest in any future openings that may arise.

Common Mistakes to Avoid During Your UBS Investment Banking Interview

Avoid common interview mistakes such as being late, dressing inappropriately, or failing to research the company beforehand. Make sure to focus on your key strengths and achievements, and avoid rambling or being overly negative about previous experiences. Always remember to stay professional and positive throughout the interview.

Additional Resources for Preparing for UBS Investment Banking Interviews

There are many books, online courses, and resources available to help you prepare for UBS investment banking interviews. Utilize these resources to hone your skills and techniques and ensure you're fully prepared for the interview process.

By following these tips and thoroughly preparing for each stage of the UBS investment banking interview process, you'll increase your chances of landing the job. Remember to stay confident, professional, and passionate about your goals and experience.

One great resource for preparing for UBS investment banking interviews is to network with current or former UBS employees. They can provide valuable insights into the interview process and what the company is looking for in candidates. Additionally, attending industry events and conferences can help you stay up-to-date on the latest trends and developments in investment banking.

Another helpful tip is to practice your interview skills with a friend or mentor. This can help you feel more comfortable and confident during the actual interview. Additionally, consider recording yourself during practice interviews to identify areas where you can improve your communication and presentation skills.

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Oliver Wyman Case: Setting up a Wine Cellar

Oliver wyman case: full electrons ahead, any open questions left check out our faq, what are cases, why are consulting cases so important for your preparation, how can i practice cases, what is the difference between candidate-led and interviewer-led, what are real cases, what are expert cases, what are video case solutions, what does the rating of the cases mean, which are the most interesting cases on preplounge, practice case interviews - browse our extensive case library, a vast selection of management consulting cases.

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Case Interview Prep 2024 (5 steps to an MBB offer)

It's August and in the consulting world, that means one thing... recruitment season!

Today we're going to explain how to prepare for case interviews, step-by-step, updated for 2024.

We've helped thousands of candidates ace their management consulting interviews and get jobs at Mckinsey, BCG, Bain, and other top firms. Below we've summarised the five main preparation steps you'll need to take to succeed in your case interviews.

And here's one of the first things you'll want to know:

Memorising pre-made frameworks will NOT impress your interviewers. You need to learn to create custom frameworks that are tailored to the details of each individual case. We'll cover this in more detail in  section 2   below. 

Here's an overview of your five preparation steps (click to jump to that section):

• Learn what to expect in a management consulting case interview Get a succinct overview of what case inteviews are, how they work and differences between top consulting firms.
• Learn a structured approach to case problems Understand how to solve cases in a methodical and structured manner.
• Solve practice cases (33 free example cases) Find links to example cases from the top firms. Working through cases is a key part of your prep
• Improve your case interview technique Read tips from our experts on how to perform better in case interviews.
• Practice, practice, practice First practice on your own, out loud. After that, doing mock interviews with anyone will improve your chances, but doing mocks with ex-consultants is a game-changer.

You can use this guide as a launchpad for all your case interview prep. When you need to go deeper into a sub-topic (such as using frameworks, case examples, specific firms, even what to wear, etc.), just click on the relevant link.

Click here to practise with MBB ex-interviewers

How we wrote this article

This article was originally written by two ex-consultants, Max and Jon . We also talked to six expert consultants from top firms: Bain, Oliver Wyman, EY, and Accenture. Our particular thanks to John, Garvit , Adrian , and Kai for their input.

We update this article a couple of times a year to make sure it's up-to-date with current case interview practices.

Step 1. Learn what to expect in a consulting case interview ↑

1.1 what is a case interview.

Case interviews (sometimes called case study interviews) are used by consulting firms to test candidates on their problem-solving, maths, communication, and business sense skills. They usually last ~1 hour and they are the core of the consulting interview process.

1.2 What is the format of a case interview?

In a case interview, you are presented with a case study about an imaginary company facing a problem or challenge. You'll need to review the information, ask questions to get more information, and then provide recommendations on what actions the company should take.

Most case interviews are made up of the following six components:

• Case prompt
• Framework development

Framework exploration

• Quantitative question (with or without data)
• Brainstorming

Recommendation

Depending on what firm you're interviewing for, the interviewer may control the case interview by asking you a list of questions, or you may be expected to take the initiative in the discussion.

Some firms, such as Bain and BCG, also use case presentations. In these, you are given a couple of hours to analyse a pack of documents and create a presentation (you can learn how to prepare for that in our guide to written case interviews ).

1.3 Why do consulting firms use case interviews?

Case interviews aim to simulate, as accurately as possible, the day-to-day of a management consultant. If a candidate does well, the interviewer can be fairly confident that they've got what it takes to succeed in the role.

"To make it as realistic as possible, interviewers often use questions from actual situations they've experienced with clients. So case interviews help consulting firms understand if the candidate is someone they can put in front of their client and is fit to represent the brand that the company carries." Garvit (case interview coach, former manager at EY )

Let's take another look at those six components of case interviews. Garvit explained to us that at each stage, you're being tested on a different set of skills as you work your way toward satisfactorily solving the problem.

• Case prompt: tests your ability to filter information and focus on a relevant topic
• Framework development: tests your problem-solving skills
• Framework exploration: tests your problem-solving skills
• Quantitative question: tests your quantitative and analytical ability
• Brainstorming: tests your creative thinking skills
• Recommendation: tests your business sense

1.4 Are case interviews the same across all consulting firms?

There are generally two styles of case interviews used across all main consulting firms: candidate-led and interviewer-led.

Candidate-led (used by Bain, BCG, Oliver Wyman, and almost all other firms): In this format, interviewers give you more control over the pace of the interview. You're expected to take the initiative and lead the way to solving the problem.

Interviewer-led (used by McKinsey): In this format, interviewers tend to control the pace of the interview much more. They will have a list of questions about the case they want to go through with you, and will take you from one question to the next. If they feel you spend too much time on one question, they might interrupt you and ask the next question.

Some consultants say that candidate-led interviews are harder because you have to take charge. Adrian (case interview coach and ex-BCG interviewer), gave four reasons why candidate-led interviews are harder:

• There's more to think about: you're responsible for not only solving the case but also for guiding the discussion, asking the right questions, and managing the flow of information.
• You have to identify what's important without much guidance.
• You have to decide on the direction of your analysis with minimal cues, so you'll need good business intuition.
• It's up to you to keep the conversation focused on relevant areas.

  Another difference between firms is that Bain tends to use a lot more charts in its case interviews compared to McKinsey, BCG, and others. John (case interview coach and ex-Bain interviewer) told us that " at Bain, you could easily see three to six charts in one case, or even more. "

For more information on interviews at specific firms, see our bespoke interview guides:

• McKinsey case interview guide
• Bain case interview guide
• BCG case interview guide
• Oliver Wyman case interview guide
• Deloitte case interview guide
• EY case interview guide
• Accenture case interview guide
• PWC Strategy& case interview guide

1.5 What's the difference between first- and second-round case interviews?

Kai (case coach and ex-interviewer at EY and Accenture) explained that there are, in  fact, significant differences between first- and second-round case interviews:

• Structure: Second-round interviews can often be more unstructured, without any graphs or exhibits, more focused on the brainstorming and creativity part, and on testing your business judgment.
• Complexity : Second-round case interviews may involve more complex cases or scenarios compared to the first round. This is because candidates have already demonstrated basic problem-solving abilities in the initial round.
• Depth of analysis : Second-round interviews may require candidates to delve deeper into their analysis and recommendations, exploring various aspects of the problem in greater detail.
• Behavioural questions : While first-round interviews often focus solely on case studies, second-round interviews may include a behavioural component, such as discussing past experiences or fit with the company culture.

There is also a difference regarding who will be interviewing you.  You can expect a first-round case interview to be run by an Associate (2+ years of experience) or an Engagement Manager (4+ years of experience). In contrast, in the second round, you'll be interviewed by Partners (+10 years of experience) who are more likely to ask you tougher questions.

In theory, the firm takes into account your performance at both first- and second-round interviews when making final offer decisions. However, in practice, your performance during the second round carries more weight.

This is simply because Partners will have a stronger voice when the recruiting group discusses your application. It is therefore particularly important that you do well at your second-round interviews.

1.6 What are the different types of case interview problems?

Case interview problems used at the top consulting firms are generally one of the following:

Profitability Cases : These are the most common type of consulting interview cases. They focus on identifying why a company's profits are declining or stagnant. Candidates need to analyze costs and revenues to pinpoint issues, such as rising expenses, falling sales, or market changes, and then recommend strategies to improve profitability.

Market Entry Cases : These cases involve deciding whether a company should enter a new market. This includes evaluating market attractiveness, competitive landscape, and the company's ability to succeed in that market. Market sizing often plays a key role here, as candidates need to estimate the potential market size and revenue opportunities.

Merger & Acquisition (M&A) Cases : In M&A cases, candidates assess the potential value and risks of a company acquiring or merging with another business. This includes analyzing the strategic fit, financial benefits, cultural alignment, and potential synergies or integration challenges.

Response to Competitive Threat Cases : These cases focus on how a company should respond to a new or existing competitor threatening its market position. Candidates need to evaluate the competitive landscape, assess the company's strengths and weaknesses, and recommend strategies to counter the threat, such as changing pricing, improving products, or entering new markets.

Pricing Cases : Pricing cases revolve around determining the optimal price for a product or service. Candidates must consider factors like cost structure, customer demand, competitor pricing, and the overall market strategy. The goal is to find a price point that maximizes profits while maintaining competitiveness.

Ste p 2. Learn a structured approach to solving cases ↑

Whichever type of case you're given, you can follow this structured approach.

• Ask clarification questions
• Create a case framework
• Explore the framework
• Do the maths
• Make a recommendation

Let's dive into it.

1. Ask clarification questions

As the interviewer lays out the case problem, you need to snap into full concentration mode. You'll need to write down all the key points from the information they give you, and once you've got it down, summarize the problem back to the interviewer.

This has two benefits: it's a great way to make sure you've properly understood the most important details, and it gives you some thinking space to think of clarification questions.

There will ALWAYS be clarification or follow-up questions worth asking. For example, imagine you've been given a case where you need to help a client turn around declining profits. You could ask:

• How much have profits been declining?
• When did the decline begin?
• What is the nature of the decline? Have they been declining at 1% per year for the past 5 years, or is it a recent and sudden 20% drop?
• What’s the CEO’s objective? For example, are they aiming to just stop the profit decline or do they want to reverse the trend?

When the interviewer has answered your follow-up questions and you've written down the additional information, ask for a minute to create a framework.

Case prompt and clarification questions

"I'm rating the candidate on their ability to:

• Prioritize the most important aspects of the case to focus on.
• Employ active listening, including asking good clarifying questions and summarizing key points.
• Ability to build rapport and collaborate with the interviewer as a partner in solving the problem."

Adrian, ex-BCG associate director .

2. Create a case framework

It's time to give your thinking a clear structure. You're going to create a framework, and this will be the foundation that will structure your thinking for the rest of the interview. It will also demonstrate that you have the ability to break down complex problems into manageable components.

The kind of framework you create will depend on the type of case problem you're given but most of the time you'll create an issue tree. You'll need to make sure that your issue tree is both MECE and 80/20 . Read more about using issue trees in case interviews .

You might want to base your issue tree on one of the common case frameworks:

• Profitability
• Porter's 5-forces
• Market entry
• Merger and acquisition

These pre-existing frameworks can be a useful starting point. However, DO NOT simply copy an existing framework. Interviewers immediately spot and penalise candidates who do this because the objective of the framework question is to test your creativity and business acumen – not your ability to memorise frameworks!

In any case, in our experience (we've helped thousands of candidates get MBB offers) pre-existing frameworks are bound to produce average results because all cases are unique.

Read more about the top case frameworks and how to use them

Your framework should be tailored to the specific case, but it doesn't need to be complicated. Look at how simple the below framework is.

When you've created your framework, talk the interviewer through it.

"I'm rating the candidate on:

• ability to break down complex problems into manageable components.
• use of structured frameworks or methodologies to approach the problem.
• ability to clearly articulate their approach."

3. Explore your framework

Once you've explained your framework to the interviewer, you'll want to start exploring it. The best way to do this is usually by making a hypothesis. State a hypothesis that seems most likely, given the information available.

Think aloud as you start exploring this hypothesis. Ask the interviewer questions to explore whether your hyphothesis is valid. If you conclude that your hypothesis is false, eliminate that branch and go to the next one.

" In general, being hyphothesis-driven is a great way to approach cases. It helps you start formulating potential answers early on, and it helps you narrow down the list of criteria that could be driving your answer ." John, case coach and ex-Bain manager .

"Throughout the interview, but especially during this stage, I'm rating the candidate on how well they:

• identify key business drivers and factors that affect the client’s business.
• make decisions under uncertainty or with incomplete information.
• justify decisions with logical reasoning and supporting evidence.
• evaluate the potential risks and trade-offs associated with different options.
• show flexibility by adjusting their approach based on new information or feedback."

4. Do the maths

Now your deeper into the analysis of the case, it's almost certain that you'll come across some calculations that you need to make.

You might be provided with additional charts and data (McKinsey) or you might be asked a quantitative question with no data provided (BCG, Bain), such as " Could you estimate the market size for cars in the US by making assumptions?" .

Calculators are not usually allowed in case interviews. This applies to both in-person and virtual case interviews. That’s why it’s crucial for candidates to practice doing mental maths quickly and accurately before attending a case interview. 

Unfortunately, doing calculations without a calculator can be really slow if you use standard long divisions and multiplications. 

Luckily, there are some tricks and techniques that you can use to simplify calculations and make them easier and faster to solve in your head. We cover them in our free guide to Case interview maths .

Don't forget that when you've run the numbers and got your results, you'll need to interpret those numbers, What do they mean for the client's business? Do they support your hypothesis? What course of action do they support?

Maths and analytical skills

"I'm evaluating the candidate on:

• quantitative analysis: are they comfortable with numbers, can they perform quick calculations?
• data interpretation: have they shown an ability to analyze and draw insights from data?
• logical reasoning: can they make local connections and conclusions from the information they've been given?"

5. Brainstorm solutions

Depending on the type of case problem you're given, you may reach a moment near the end of the case where you're required to brainstorm potential solutions, problems, or causes.

For example: Now that we know that the profit decline is driven by a decrease in number of SUVs sold, what are some of the ideas you have to turn the situation around?"

This type of question is very open-ended. There are no right or wrong answers. It's testing your ability to generate new ideas and solutions in a pressured environment, but you need to do this in a structured way, rather than just throwing some ideas around.

When you're at this moment in the interview, ask for a minute to gather your thoughts and create a mini-framework before you start coming up with solutions.

Here your "framework" can be extremely basic. For the example we gave above, you could create two buckets - sales/marketing ideas and product ideas - and then come up with a couple of suggestions for each.

"I want to see creativity and innovation from the candidate here. I'm hoping to see them:

• think outside the box and propose unconventional solutions.
• generate new ideas that can create additional value for the client."

6. Make a structured recommendation

The last component of every case interview is the recommendation. As the name suggests, this is the part of the interview where you’ll be asked to summarise your findings and explain what the client should do.

When asked to give your recommendation, don't jump straight in. Ask for a moment to gather your thoughts. Then:

• Give your recommendation first
• Then provide 3-5 supporting arguments
• Outline next steps and potential risks

Consulting is a time-scarce businesses, so you need to get straight to what's most important. The same way a newspaper story starts with the headline, you give the recommendation first, then provide supporting arguments.

If the interviewer challenges your recommendation, listen to their argument and be prepared to adapt. However, keep in mind that some interviewers will challenge you simply to see if you have the backbone to defend your ideas when you're confident of being right.

• summarize key findings and insights succinctly.
• provide a coherent and logical conclusion that addresses the client's problem.
• formulate clear and actionable recommendations based on the analysis, and justify their recommendations persuasively.
• handle objections or challenges from the interviewer professionally."

Right, now you've learned a structured approach to case problems, you can start putting it into action on example cases.

Step 3. Solve practice cases (33 free example cases) ↑

The best way to master the case interview process we've outlined above is to practise with realistic example cases. 

Below are several example cases for leading consultancies to get you started.

3.1 McKinsey case interview examples

• Beautify case interview   (McKinsey website)
• Diconsa case interview   (McKinsey website)
• Talbot Trucks case interview   (McKinsey website)
• Shops Corporation case interview   (McKinsey website)
• Conservation Forever case interview   (McKinsey website)
• Loravia Education case (McKinsey website)
• Electro-Light case (McKinsey website)
• McKinsey case interview guide   (by IGotAnOffer)
• McKinsey live case interview extract (by IGotAnOffer)
• Profitability case with ex-McKinsey manager (by IGotAnOffer)
• McKinsey case example  (by CaseCoach) - see below

3.2 BCG case interview examples

• Climate case (BCG website)
• Digital strategy (BCG website)
• IT architecture strategy (BCG website)
• Chateau Boomerang written case interview  (BCG website)
• BCG case interview guide   (by IGotAnOffer)
• Written cases guide   (by IGotAnOffer)
• BCG live case interview with notes (by IGotAnOffer)
• BCG mock case interview with ex-BCG consultant: Revenue problem case (by IGotAnOffer) - see below

3.3 Bain case interview examples

• Milk alternative practice case (Bain channel)
• CoffeeCo practice case   (Bain website)
• FashionCo practice case   (Bain website)
• Associate Consultant mock interview video   (Bain website)
• Case interview tips   (Bain website)
• Bain case interview guide   (by IGotAnOffer)
• Bain live case interview extract (by IGotAnOffer)
• Consultant mock interview video   (Bain website)
• Revenue case with ex-Bain manager (by IGotAnOffer
• Digital transformation case, ex-Bain manager vs ex-Bain consultant (by IGotAnOffer) see below

3.4 Deloitte case interview examples

• Engagement Strategy practice case (Deloitte website)
• Recreation Unlimited practice case (Deloitte website)
• Strategic Vision practice case (Deloitte website)

3.5 Other case interview examples

• Yale SOM consulting club - Playworks case (YouTube)
• Yale SOM consulting club - Airlines case (YouTube)
• Fully interactive mock case (by CaseBinge) - see below

If your target firm isn't included above, or if you want even more practice cases, check out our list of   47 case interview examples . This list includes free cases for other firms like Accenture, Oliver Wyman, PWC, Roland Berger, etc. There are several more McKinsey cases there as well.

Step 4. Improve your case interview technique ↑

Interviewing is a skill in itself, and that applies even more so when you're in a case interview. So once you've practised using the methods we outlined above, take the time to polish your interview technique and make sure you're following these best practices:

Tip #1: Listen carefully and ask clarification questions

At the beginning of the case, your interviewer will lay out the situation of the company you are trying to help (e.g.: Coca-Cola's profits have decreased by 10% over the past 12 months). Your job in that part of the interview is to make sure that you understand the situation correctly by asking the right clarification questions (e.g.: In which countries have profits declined? And for which products?).

This is what partners at McKinsey and other firms do with clients. They sit down with them, listen carefully to the problem they have, and ask clarification questions before trying to solve the problem. They do this because it's impossible to solve a business problem you don't understand in detail. And you should therefore follow a similar approach in your cases.

Tip #2: Structure, structure, structure

Once you understand the situation in detail, your interviewer will expect you to put together a framework that you will use to solve the problem your client is facing. For instance, if your client is facing a profits issue, your interviewer will expect you to look into 1) potential revenue issues and 2) potential cost issues because profits issues can be due to one or both of these factors.

Consultants use frameworks to structure their thinking all the time because it's client-friendly. If you don't solve the problem in a structured way, your client will probably lose track of what you are doing and be unhappy. If you solve it in a structured way, they will know what you are working on at all times and feel that you have things under control. Interviews are the same. If you structure your approach and communicate in a structured way, you'll have a happy interviewer!

Tip #3: Don't reuse frameworks

We mentioned this in section 2 but it's worth repeating because so many candidates fall into this trap: don't reuse generic frameworks. As we explain in our case frameworks guide , interviewers will immediately notice if you do this and you will get penalised. Each case is unique, and you should therefore create a custom framework for every case you do. This might sound difficult, but it actually isn't if you take the right approach.

Tip #4: Think before speaking

Consultants sell advice. Once you have said something, it's hard to take it back. One of the things you learn as a junior consultant is to think first, decide how you are going to say what you want to say, and then finally say it. If you can do that well in your interviews, it will truly set you apart. In practice, it means that you should take some time to organise your thoughts before speaking and that you should avoid jumping to conclusions.

Tip #5: Try to convey confidence

We know this one is hard, but conveying confidence can make a big difference in your interviews. We all have doubts, and we are all stressed when we interview. It's perfectly normal. But you should try to keep these doubts and stress to yourself. You should try to look your interviewer in the eye and speak as confidently as possible. Conveying confidence is a core consulting skill and if you can do it in your interviews, it will take you a long way!

Tip #6: Brush up your maths

Virtually all case interviews involve doing maths computations without a calculator. Having rusty maths at the beginning of your preparation is normal. But in our experience, successful candidates take some time to brush up their maths when they start practicing. You should take the time to refresh your memory and be 100% comfortable doing basic additions, subtractions, divisions, multiplications, and growth rate calculations mentally. We really encourage you to take the time to do this. Trust us, it's worth it!

Tip #7: Don't calculate silently

When you're on the numerical part of the case, it can be tempting to go quiet as you do calculations in your head. This is a mistake. " It's much better if you can keep your interviewer engaged in your thought process and speak your calculations out loud ", says Garvit (ex-interviewer at EY) .

Tip #8: Draw conclusions

As we mentioned above, consultants get paid for their advice. One of the things clients hate is to pay a large sum of money and not get a clear answer about their problem. Even if they are halfway through the project, consultants avoid telling their clients: "We don't know yet." What they say instead is: "Based on what we have seen so far, our current hypothesis is that the profit decline you are experiencing is mainly driven by the Chinese market. We think this is the case for 3 reasons. Reason #1 is etc."

You need to do the same thing in your cases. At the end of the interview, your interviewer will ask for your conclusion. You can't dodge the question. You've got to give a clear answer with supporting arguments based on what you have learned doing the analysis. The trick is to caveat your answer with a sentence such as "Based on this initial analysis, etc." And to also highlight additional areas to explore to confirm that your current understanding is the right one.

Tip #9: Catch the hints

99% of interviewers have good intentions. They're here to help you perform at your best. During your interviews, they will give you hints about whether you are doing well or not. If they try to steer you in a direction, follow them - they're trying to help you. This might sound obvious, but candidates sometimes get so stressed out that they don't pick up on the hints interviewers give them.

Tip #10: Read up on business events

To pass a case interview, you don't necessarily need to be up to date on the latest business deals, but you can sometimes impress the interviewer if you bring in real-world knowledge. " I recommend to candidates that they try and know a bit about everything. Understanding current business and economic trends will help ," says Adrian (ex-BCG interviewer) .

Demonstrating interest and an ability to discuss business topics can also help answer fit or PEI questions .

Tip #11: Do targeted drills as well as mocks

You'll want to do plenty of mock interviews as part of your preparation, but don't think that you should only practise full-length interviews. John (ex-Bain manager) recommends doing targeted drills to ensure you are improving on your blind spots. He says, " For example, if you are consistently strong at chart clearing and brainstorming, but you tend to omit key points in your framework and often make one or two math mistakes, you need to focus on specific exercises targeting framework improvement and math accuracy. " 

Tip #12: Prepare properly for fit/PEI questions

The first 15 minutes of most case interviews is usually a "personal experience interview" where you'll be asked questions about your experience, motivations and working style.

Don't make the mistake of thinking these questions aren't important, they are. Use our Guide to answering PEI questions (written for McKinsey candidates but relevant to all) to prepare.

Step 5. Practice, practice, practice ↑

Your answers to behavioural and case questions are important, but your interviewers will also be evaluating how you COMMUNICATE your answers. It's important to speak in a structured way and to avoid drifting off-topic or spending too much time on each question. 

We recommend that you practise by interviewing yourself out loud . Play the role of both the candidate and the interviewer, asking the questions and answering them, just like you would in an interview. 

This may sound strange, but it will help  you master the rhythm of case interviews. It will also help you to memorise the key details of your answers to behavioural questions, without any crutches (like notes, glancing at your resume, etc.). 

Do your best to replicate the conditions of a real case interview as much as you can. It might help to look in a mirror while you're giving your answers. You may even find it helpful to practise in the same clothes you intend to wear to your interview . 

As you go through this process, if you'd like a broader list of questions to practise with, you can check out our   consulting interview questions article .

Do 30+ mock interviews

Practising by yourself is critical, but we all have gaps that we won't be able to identify without a partner that can see our performance more objectively. 

As a result, we recommend that you do as many mock interviews as possible before your interviews. We've found that most successful consulting candidates do 30+ mock interviews to prepare.

This probably sounds like a lot, and it is, but case interviews are a skill that is developed with experience.

5.1 Do mock interviews with friends and family

First, you can practise case interviews with friends, colleagues, or family. 

These are great ways to catch communication mistakes, but at some point, you'll probably notice that the feedback you are getting isn't helping that much anymore. 

Once you reach that stage, we recommend practising with ex-interviewers from top consultancies.

5.2 Do mock interviews with ex-interviewers

If you know a consultant who has experience running interviews at a top consulting firm, that's fantastic. Practise with them as much as you can!

But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practise multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can practise 1-on-1 with ex-interviewers from leading consulting firms like McKinsey, BCG, Bain, etc. Book your consulting mock interview in a few clicks.

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Help Needed: UBS Assessment Center Case Studies

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I will be having an assessment center with UBS in a few days, and I understand that the assessment center consists of SHL test, case studies, interview (as usual), and group activities. I've tried to google some information regarding it, but no one actually talked about how the entire process is like... I just have a few questions based on what I've seen so far

1. Is the SHL test numerical only, or does it include logic and verbal as well? I have no problem doing things like online tests, but I just want to do some practice to get used to things like timing a few days before actually taking the tests.

2. What kind of case will be in the case studies? I mean is that the type case that you only have 30 mins to work on a 30 pages case? Is it just general business cases (more like a consulting presentation) or some financial modelling case?

3. Same questions for group presentations, plus what's the group size?

Thanks a lot... Cheers!

Not too sure about 2 and 3, but for 1 - most banks I've seen do verbal and numerical SHL tests at the very least, and some also do logic. I think it will be verbal and numerical at the least.

I have my UBS assessment center next week. Can you please talk about your experience?

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