I have an interview in a few days - Boutique Debt Advisory firm on the east coast. Would it be wrong to ask interviewers what the case is roughly about? Its 2 hours, and they do lots of sponsor work, but I'd like to know if I should practice LBOs, Credit Analysis, etc. Is asking for context frowned upon?
Thanks
| +147 | AI Creating More Work | 44 | 1d |
| +143 | Senior Banker's Guide to IB Recruiting / Group Placement (with a Healthcare Bent) | 18 | 13h |
| +141 | Shit PWP Culture | 88 | 18h |
| +117 | Is pay at BofA really that bad? | 58 | 1d |
| +81 | Day at Macquarie | 8 | 4h |
| +44 | Is the life of a VP at a 'top-bank' really good? | 15 | 2d |
| +42 | How bad did I mess up | 9 | 2h |
| +29 | Law school instead of MBA for RX Banking | 5 | 2d |
| +29 | No BB RO 2026 | 10 | 1d |
| +27 | Misrepresented Houston IB | 14 | 1m |
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.
Based on the most helpful WSO content, it's not uncommon for candidates to seek clarity about the format or focus of a case study interview. However, directly asking what the case is about might come across as unprepared or overly reliant on the interviewers. Instead, you could frame your question more tactfully, such as asking about the general skills or areas of expertise the case study is designed to assess. For example, you could say:
"I understand the case study is a key part of the process. Could you share if it will focus more on LBO modeling, credit analysis, or another specific area, so I can ensure my preparation aligns with the expectations?"
This approach shows initiative and a desire to prepare thoroughly without appearing to fish for answers.
Given that the firm does a lot of sponsor work, it's wise to prepare for LBO modeling and credit analysis, as these are likely to be relevant. Additionally, brushing up on cap structure analysis and understanding debt instruments would be beneficial, as these are common in debt advisory roles.
Sources: Case study interview for MBB consulting - 24 of my best tips on how to get in, Case study interview for MBB consulting - 24 of my best tips on how to get in, Consulting Recruiting 2023, Private Equity Interview Questions - 13 Topics to Know
have a few example cases, pm
Sent one over!
No you can definitely ask. “I’m looking forward to the technical round next week. To ensure my preparation is as targeted as possible, could you clarify the high level topics or format?
Qui nam officiis possimus atque dolor qui beatae voluptas. Tempora inventore non nisi assumenda quia repudiandae omnis. Ipsam quia quo eos et consequuntur et aut. Fuga blanditiis et atque.
Qui omnis praesentium eos qui qui. Alias impedit suscipit natus beatae aliquam eos. Mollitia pariatur excepturi autem et sint officia.
Ad numquam delectus eum quia. Quia similique laborum quia et. Reiciendis et et aut neque possimus enim rerum. Unde itaque rerum non perspiciatis vitae debitis qui. Accusamus nihil et assumenda.
Voluptatibus aperiam voluptatem explicabo exercitationem. Ut vero nulla et dolorem et. Et dignissimos dolores ex iusto omnis. Fuga nulla tempore nisi. Occaecati et fuga labore in iusto.
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...