RX Modelling Case Studies

Anyone know what these might look like for lateral hires both at the analyst and associate level? Anyone open to sharing any case studies they’ve saved? Really trying to prep as much as I can for lateral recruiting and any insights would go a long way!

2 Comments
 

For lateral hires in restructuring (RX), modeling case studies often focus on the following areas:

  1. 3-Statement Modeling: Building or adjusting a full 3-statement model, often with a focus on distressed scenarios.
  2. 13-Week Cash Flow Model: This is a critical tool in RX, used to assess liquidity and cash flow management for distressed companies.
  3. Valuation and Credit Analysis: Heavy emphasis on valuation techniques specific to RX, such as liquidation analysis, distressed DCF, and understanding credit documentation.
  4. Scenario Analysis: Evaluating different restructuring scenarios, including debt-for-equity swaps, asset sales, or operational turnarounds.
  5. Leverage and Deleveraging: Understanding the levers to pull in deleveraging a company and increasing EBITDA.

Resources to Prepare:

  • Houlihan Lokey Case Study: This is highly recommended for RX-specific preparation.
  • Books: "Reverse the Slide" is noted for its templates and insights, particularly for the 13-week cash flow model.
  • Online Resources: The "mini course in restructuring" on YouTube (11 parts) is a good high-level review of RX concepts.
  • Training Programs: Wall Street Prep (WSP) offers restructuring modeling training, which is a solid resource.

If you're looking for shared case studies, you might consider networking with peers or colleagues who have gone through the process. Additionally, forums like WSO often have threads where users exchange case studies or insights.

Sources: Recruiting for RX FT after M&A virtual internship?, Restructuring Associate Interview, Pros & Cons Summary - Post-MBAs in Restructuring (RX) - any regrets?, https://www.wallstreetoasis.com/forum/consulting/rx-consulting-case-prep-resources?customgpt=1, Restructuring prospects, why you should not consider restructuring

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

Assumenda commodi exercitationem harum ad est aut molestiae. Inventore eveniet ut optio ut. Et recusandae explicabo voluptates praesentium qui eveniet iure. Eum cupiditate voluptas ut qui dolore perferendis.

Quae neque ut consequuntur eos ipsum veniam quidem. Maiores dolorum sed consequatur voluptatibus dolores rerum illo. Quia veritatis corrupti amet et modi natus. Voluptates ducimus libero minima aut.

Et iusto magnam cupiditate architecto ea saepe fugit. Magnam quidem autem dolorem dolor quas suscipit quaerat possimus. Eos fuga ea nihil. Temporibus provident alias aut non accusantium qui eum maxime. Eaque molestiae exercitationem earum adipisci et culpa occaecati.

Possimus rerum harum dolores. Provident et nisi qui. Aliquam quos et consequatur inventore dolorem.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
98.8
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...”