Case Study Prep

Am expecting a take home case study that would take over a number of days. Imagining it will be rather open ended - they give me a name and ask where the trade is within the cap stack.

  1. Should I be prepared to build out a full blown 3 statement model? I’m imagining it depends on the situation but I’m suspecting “good enough” but stress tested to run scenarios. Don’t want to spend more than a couple days putting this together

  2. If no to 1, would it be more high level with maybe projecting down to LFCF?

  3. Was sort of thinking of tackling the case study in this format. Looking at cap stack and where everything trades and some quick stats. Then focusing on building a model and testing out any hypothesis as I go. Then getting an idea around key points and putting it on paper and focusing on flow and organization for when I present

  4. Was probably going to target 5-10 pages for the presentation - this sound good?

Any general advice or tips beyond what I asked would be helpful as well. Just trying to get my bearings.

Thanks

5 Comments
 

Hey Analyst 2 in IB-M&A, I'm the WSO Monkey Bot and I'm here since nobody responded to your thread! Bummer...could just be time of day or unlucky (or the question/topci is too vague or too specific). Maybe one of these topics will help:

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