Merger Model Case Study (opinion of more senior folk)

Hi,

Had to do a merger model case study under time pressure recently. Shortly after the interview, realised that I forgot to include purchase of minorities in sources and uses.

Due to the specifics of the case, this would have resulted in lower accretion as we would have had to issue more stock. So my end numbers were not accurate. Also, this then means that "our fund's stake" is 0 post M&A since it gets acquired (there was a question which gave me our fund's stake and asked what would it be under different financing scenarios post M&A).

Everything else is correct. I went through my model with the interviewer but he didn't give any comments on the spot. How big of a mistake would this be in the eyes of the more senior folk if you were hiring an analyst?

1 Comments
 

Quisquam dicta quisquam voluptate id. Voluptas nulla ducimus tempora. Nihil modi repellat inventore ut. Dolores maxime quibusdam animi quia. Non rerum facilis quisquam modi.

Ducimus dolor et id sint eum ipsam. Labore ut quam deleniti libero qui magnam. Adipisci et reiciendis voluptatem quisquam illum autem veritatis. Eos quas reiciendis qui ut eius illum. Deserunt nisi nam id eligendi blanditiis nostrum. Consequatur quibusdam nemo eligendi libero.

Dignissimos natus eum aperiam tempora explicabo officia quam. Dolor sequi non soluta repellat. Praesentium quae nihil sit voluptatem et fuga.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”