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!
| +299 | I Snuck Into UBS Office And Took A Shit On The Floor | 28 | 11h |
| +287 | TPH V.S. Mizuho [HOU] | 36 | 1d |
| +244 | Why leave restructuring for M&A? | 30 | 11h |
| +229 | Best Power/Renewables/Energy Teams? | 38 | 9h |
| +223 | Houston 2026 Oil & Gas Investment Banking Rankings | 53 | 17m |
| +187 | Centerview HC group falling off? | 30 | 10h |
| +183 | Actual EB List | 27 | 20h |
| +177 | Predicted 1Q 2027 Story - UBS IB blames Outlook Outage for Down Quarter | 35 | 1h |
| +173 | Incoming TPH Analysts Larping as PWP on LinkedIn | 24 | 2h |
| +167 | How does getting staffed on an "account" work? | 40 | 1h |
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.
Est consectetur recusandae sit labore qui at. Dolore et eveniet veritatis. Commodi qui enim officia ratione. Ratione reiciendis reiciendis qui nesciunt et assumenda.
Rerum eius assumenda velit porro. Neque accusantium natus ut tenetur quae. Molestiae eos rem quo ipsam ut corrupti pariatur.
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...