Associate lateral hire - financial modeling test
Hi guys - for a 1st year associate-level (M&A team) lateral hire modelling test, does anyone know what kind of modeling would be given (3-statement forecast/ DCF valuation, Merger, LBO)? Thanks!
Hi guys - for a 1st year associate-level (M&A team) lateral hire modelling test, does anyone know what kind of modeling would be given (3-statement forecast/ DCF valuation, Merger, LBO)? Thanks!
| +255 | Why UBS Is the Worst Place to Start Your IB Career | 40 | 7h |
| +213 | UBS 2nd Year Analyst Q&A (2026) | 38 | 14h |
| +77 | What's your craziest "hardo" story? | 12 | 2h |
| +70 | Firm Thinks I'm Lying About Offer | 20 | 2d |
| +62 | Indiana University Fraternity Pipelines | 36 | 1d |
| +51 | Rogo AI | 21 | 15h |
| +49 | Elite Boutique interview questions | 17 | 10h |
| +48 | Suspended for a Year | 19 | 2d |
| +40 | Stay at Weak Dealflow Team or Lateral? | 12 | 3d |
| +27 | Wolf of Wall Street vs. Reality: Anyone else feel scammed by the movies? | 10 | 4h |
Career Resources
That's a first, don't recall ever hearing associates having to go through a modeling test? You going to a BB/EB? Or some MM firm?
Interested to know as well. Specifically, lateral Associate case study. Have one coming up.
Thanks. MV
I've heard of some EBs giving either 3 statement + DCF + LBO or accretion/dilution, but not both. I think even the best analysts would have a hard time doing both within 4 hours (unless a good portion has been pre-populated), and I can't imagine most firms taking up more than 4 hours on an in person case study.
Yes, that was my thinking as well when they told me about the modelling test. I suppose it's just their way of double-checking you technical side.
Mine is a boutique firm M&A.
Would anyone have some good modelling test samples that a M&A team would give out? Thanks!
Did you receive any tests from people? I ran out of PM's but willing to venmo
I've done 2 of these. Basically 3 statement modelling given historical and assumptions. Followed by dcf , and accretion /dilution. Neither of mine had LBO component
any chance you'd be willing to share with me? thank you in advance!
Would you be able to share with me through PM as well? Really appreciate it!
Were you able to get your hands on any modeling tests? Thanks
Any chance you would be kindly open to let me know about how your experiences with these modelling tests were?
Any advice on how to prep for these? Did you use guides or just pick a public company and go about it?
Vitae itaque veritatis aliquam sapiente velit nostrum. Sed minus nobis minima illum voluptates. Ea totam aut est. Quae vitae facere quidem.
Nobis impedit explicabo aliquam non. Non doloremque fuga ex perspiciatis. Similique sint adipisci et et. Omnis error dolores occaecati iusto assumenda laudantium sit. Sapiente ducimus et nemo. Voluptatem exercitationem quo est.
Animi sequi eligendi cum. Mollitia aut consequatur asperiores omnis. Ducimus nesciunt explicabo labore dolorem distinctio repellat ad. A et nobis autem vitae natus quidem. Quas eveniet dolor aut est maiores autem.
At tempora aut accusantium. Et doloremque non saepe ipsam eum dignissimos ut doloremque.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...