Private Credit Case Studies
Prepping for an interview - does anyone have any case study examples that you could share with me? Would be greatly appreciated.
Prepping for an interview - does anyone have any case study examples that you could share with me? Would be greatly appreciated.
Career Resources
Pm me
Also interested!
Interested. Can you please share with me as well?
Would be interested as well!
Would be interested as well. Thanks!
I am also interested if possible, thanks
Interested as well
Got a bunch of PMs. I only have Oaktree and BX Credit so happy to share those for $
Hey lmk if you can share. I’m trying to learn it. Thanks
James, I would find it extremely useful
Interested!
PM me
Based on the most helpful WSO content, here are some insights and resources for preparing for private credit case studies:
Case Study Format and Expectations:
Key Concepts to Focus On:
Resources and Examples:
Additional Resources:
For more detailed examples or specific case studies, you might want to reach out to users on WSO who have offered to share their resources. Here are some relevant threads: - https://www.wallstreetoasis.com/forum/private-equity/modeling-testscase…</a">Modeling tests/case studies to share? - https://www.wallstreetoasis.com/forums/specialty-lending-gstpg-any-insi</a>…">Private Credit Case Study
Feel free to PM users who have offered to share their materials for more direct assistance.
Sources: https://www.wallstreetoasis.com/forums/anyone-willing-to-share-a-pe-interview-case-study?customgpt=1, Private Credit Case Study, Modeling tests/case studies to share?, Private Credit Secondaries Case Study Insight, Private Credit Interview Advice
I have a few cases - d.m.
have quite a few cases too
Can I pm?
Were you ever able to find any?
Nope
In the same boat. It’s a desert out there for PC cases
What are you guys trying to find? Most private credit case studies are somewhat similar. They give you an LP and you have to put together an IC memo and present it w/ Q&A . The memos will typically require the same stuff including an executive summary, investment thesis, key risk and mitigants, a few pages on the company / how they make money, a page on the sponsor, an S&U and cap table (e.g. how much debt you would put on the business), a term sheet w/ pricing and structure, laying out historical financials, and 3 model output pages w/ commentary (upside, base, downside; sometimes two only which would just be base and downside). Then in the appendix, debt and valuation comps.
Certain funds, if attached to a credit HF or have some liquids will use the “what’s the most interesting security in the structure” question for a publicly traded company with multiple tranches of debt. Similar to the above with a summary and model.
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