HELP - Case Studies & Interview Prep

Hi, I have an upcoming weekend interview involving the below: 

Part A: Written Case Study (2h)

  • "Mini LBO model" in Excel (not a 3-statement)
  • Written views on investment opportunity based on CIM materials / Will I be expected to do a PPT presentation or just write on word? What should the structure look like please?
     

Part B: Verbal Commercial Case Study (1h10)

  • 30-min verbal case study prep

  • 45-min interview on the case study / How should I best prepare for this part please? 

Many thanks. I will be sharing my feedback in the comments so please drop me your advice

 

Ah, the thrill of the interview chase! Let's swing into the details for your upcoming adventure:

Part A: Written Case Study (2h)

  • "Mini LBO model" in Excel: You're not crafting a full-blown 3-statement model here, but rather a simplified LBO model. Focus on the key elements:

    • Purchase Price Assumptions: How much is being paid for the company and the mix of debt vs. equity.
    • Financing Structure: Types of debt (senior, mezzanine, etc.) and their costs.
    • Key Drivers: EBITDA, growth rates, and potential synergies.
    • Exit Strategy: Assumed exit multiple and the time horizon to calculate the return.
  • Written views on investment opportunity based on CIM materials:

    • Executive Summary: Start with a clear and concise summary of the investment thesis.
    • Investment Rationale: Discuss the reasons why this is a good investment. Include market opportunity, competitive positioning, and financial performance.
    • Risks and Mitigants: Identify potential risks and how they can be mitigated.
    • Financial Analysis: Summarize the findings of your LBO model, focusing on the potential returns and key financial metrics.
    • Conclusion: End with a strong closing argument that ties back to your investment thesis.

As for the format, it's not explicitly stated in the context, but typically, you might be expected to present your findings in a PowerPoint format. It's a common practice to synthesize your analysis into slides, which are easier to present and digest during an interview. However, if you're unsure, it's best to ask your interviewer for clarification on the expected format.

Part B: Verbal Commercial Case Study (1h10)

  • 30-min verbal case study prep: Use this time wisely to structure your thoughts. Create a framework or "issue tree" to dissect the case study systematically. Identify the key questions to be answered and the data you need to find those answers.

  • 45-min interview on the case study: Here's how to prepare:

    • Practice Structured Thinking: Use frameworks like SWOT, Porter's Five Forces, or the 3 Cs (Company, Competitors, Customers) to analyze the case.
    • Stay Calm and Logical: Under pressure, maintain a clear head to think through problems logically.
    • Communicate Clearly: Articulate your thoughts in a structured manner. Start with your conclusion, then support it with your analysis.
    • Engage with the Interviewer: Treat it as a discussion, not an interrogation. Be prepared to answer follow-up questions and defend your position.

Remember, the key to acing both parts is a blend of solid preparation, clear communication, and a structured approach to problem-solving. Good luck, and don't forget to bring your A-game! Swing back here to share your experience; your feedback will be bananas for others! 🍌

Sources: How to write an MBA admission essay using Structured Thinking approach?, Case study interview for MBB consulting - 24 of my best tips on how to get in, Case study interview for MBB consulting - 24 of my best tips on how to get in

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
[Comment removed by mod team]
 

Here is my feedback. It was for an Asso1 role in a MF in London
LBO model was really standard, we got a 1h test and questions around VCP / Key risks of the investment based on the CIM
Case study was based on a 40-pg CIM with questions around Investment rationale / VCP / Key risks

Really nothing out of the ordinary for a PE role

 

Sequi quisquam eos quo modi sint soluta. Est occaecati ut perferendis corporis eligendi. Nisi modi aliquid expedita dicta. Non omnis ad sequi iusto est et. Tempora quod iste pariatur est soluta hic in.

Ea odio perferendis nobis aut est voluptatem commodi. Nemo ducimus dolorem corrupti eum sed illum id.

Impedit cum illum inventore inventore praesentium. Dolor ab ut dolorum alias repellendus eveniet. Et et quibusdam ut iure suscipit temporibus. Sit fugit fuga sit quibusdam velit.

Quasi ut non ullam rerum doloremque explicabo eveniet. Omnis ea et nulla deserunt est. Non vero quisquam vel nobis officiis nostrum. Rerum rerum fugit eos sequi.

 

Libero ea quia eligendi vel consequatur consectetur et. Quas error qui sequi voluptatem. Animi sunt aut voluptatem recusandae. Ad officia voluptas molestiae enim. Similique vel id aliquam aliquam in aperiam.

Cupiditate vitae adipisci distinctio qui quibusdam in consequuntur voluptatem. Facilis sit nisi culpa expedita. Excepturi sit ut perspiciatis quia in et nobis.

Autem rerum eos asperiores aut quas laudantium. Rem et ullam velit alias delectus aut provident culpa. Quis eum aut mollitia velit illo aut. Non beatae quia voluptatem hic cumque iusto occaecati.

Inventore at ut dolorum id. Quo eligendi accusamus eius a et nihil ut. Minus qui et soluta reprehenderit ea voluptas. Soluta a et corporis nobis ut. Explicabo occaecati totam nihil voluptas eum maiores omnis.

Career Advancement Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 99.0%
  • Warburg Pincus 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.9%
  • Bain Capital 97.4%

Overall Employee Satisfaction

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • KKR (Kohlberg Kravis Roberts) 98.4%
  • Ardian 97.9%
  • Bain Capital 97.4%

Professional Growth Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 99.0%
  • Blackstone Group 98.4%
  • Warburg Pincus 97.9%
  • Starwood Capital Group 97.4%

Total Avg Compensation

May 2024 Private Equity

  • Principal (9) $653
  • Director/MD (22) $569
  • Vice President (92) $362
  • 3rd+ Year Associate (91) $281
  • 2nd Year Associate (206) $268
  • 1st Year Associate (388) $229
  • 3rd+ Year Analyst (29) $154
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (315) $59
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
kanon's picture
kanon
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
numi's picture
numi
98.8
10
DrApeman's picture
DrApeman
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”