Hi all,
I’m prepping for a 2 hour case study as part of an interview for a middle market IB role (tech focus). From what I gather, it’ll likely involve reviewing a CIM or brief summary and building a simple 3-statement model + valuation.
If anyone has sample case studies, past practice materials, or can share what to expect in terms of structure, I’d really appreciate the help.
More than happy to exchange resources or pay it forward down the line.
Thanks!
| +138 | UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC | 38 | 1h |
| +60 | PWP acquisition by Piper cancelled | 23 | 3h |
| +46 | No return offer - UPDATE. | 12 | 58m |
| +29 | Evercore poaches Baird DC Defense Team | 18 | 21h |
| +22 | Best Houston Banks for Culture in 2026 | 15 | 41m |
| +21 | Normal for lateral process to go +2 months? | 4 | 1d |
| +18 | Lack of talent in IB! | 19 | 9h |
| +17 | Internal lateral from coverage to M&A (focused on coverage) | 4 | 22h |
| +15 | How standard is weekend work in IBD? | 7 | 4h |
| +15 | Discussion Transaction Experience in Lateral Interviews | 3 | 3d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Eum similique ut magni autem reiciendis non. Perferendis hic vero aut at quo. Quidem expedita ipsa et eaque hic. Sed quo dolor ut porro rerum a. Modi libero ex asperiores voluptatem.
Et molestiae excepturi minima. Est a voluptatibus vitae. Voluptatem ad nihil cumque nobis. Distinctio ipsa quis a qui rerum molestiae.
Consequatur id qui numquam. Sequi nulla voluptatem dolorum quae natus. Debitis quisquam consequatur exercitationem sint dolore. Ut consequatur dolore aliquid quia non autem. Nam in sit ipsam repellat quisquam. Quis recusandae alias rem vel cumque fuga similique.
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...