Correctly calculate the purchase price based on the given multiple (usually an Enterprise Value/EBITDA multiple). Factor in transaction fees and calculate the required sponsor equity contribution.
You receive a basic prompt, financial statements (often in a PDF or Excel sheet), and must build a streamlined LBO model and a 3-to-5-slide presentation from scratch.
You receive a 3-to-5-page handout in a closed room. You have 2 to 4 hours to build a simplified LBO model and outline a brief investment memo. Step-by-Step Case Study Framework private equity interview case study pdf
Many candidates search for a to find structured templates and past exams. This guide provides a comprehensive framework to master the process, structuring your preparation like the definitive PDF resource you need. 1. The Anatomy of a Private Equity Case Study
Securing a role in private equity (PE) requires passing the ultimate gatekeeper: the investment case study. This test evaluates your financial modeling skills, investment acumen, and communication strategy under intense pressure. Correctly calculate the purchase price based on the
Most candidates assume it is purely about Excel speed. It is not. Partners care less about your exact growth assumption and more about your .
Complete take-home case studies, preparing full written presentations following the executive summary→market overview→competition→growth→risks→quantitative analysis structure. You receive a 3-to-5-page handout in a closed room
Set up a dedicated "Assumptions" tab for revenue growth, EBITDA margins, working capital percentages, and capital expenditures (CapEx). Step 2: Structure the Sources and Uses
Your final deliverable—whether a slide deck or a PDF document—should follow this standard institutional investment committee format: