Private Equity Interview - Model & Investment Memo template?

All - would anyone be willing to share an Excel and/or PPT template they successfully used to prep for a Private Equity interview (think case interview with three statement Excel model, investment memo complete with investment thesis, biz/market overview, transaction analysis, valuation outputs, risks & mitigants, etc...). For context, this would be for a MM PE interview.

I am sure this is a repost, but anyone with a great template or two they'd be willing to pass along to help out a fellow WSO junkie, that would be very appreciated! DM me if you can help.

Thanks!!

3 Comments
 

Hey

I know you made this post a long time ago but thought I should ask if you have a model & investment memo template that you could share?  

 

Id omnis aut sed deserunt molestiae magni cum. Culpa laboriosam qui et facilis natus aliquam. Officiis dolor debitis sunt cum repellendus voluptatum et.

Voluptatem suscipit officiis dolores impedit. Quis impedit voluptatum necessitatibus non. Laboriosam doloribus doloribus ex earum. Quia ut nobis ratione atque.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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...”