Senior Analyst Lateral (MM Boutique, London) – Modelling + Slides Case Study Prep

Hi all,

Preparing for a middle market/boutique advisory senior analyst lateral in London (A&D specialist). I’ve got a modelling case study to do plus a short slide pack as part of the process.

I’ve already been through the WSO guidance and some FinancialEdge resources, but wondering if anyone has more targeted case study / modelling resources or examples that helped you succeed? Particularly around:
sell-side advisory modelling expectations (DCF, comps, 3-statement build-outs)
• how to structure 1–2 “output” slides for a sell-side recommendation
• any real case study walkthroughs you found useful outside the typical guides

I’ve seen some threads about case expectations for laterals. Generally people say it’s more about understanding concepts and excel competency than perfection in 2–3 hours - but still want to make sure prep is sharp. 

If you’ve done something similar or have links to good example case packs / templates / critique examples, would appreciate the guidance.

Thanks in advance.

1 Comments
 

Suscipit alias id sequi et quaerat. Eaque quis in sit sapiente laboriosam perferendis qui.

Laboriosam similique sapiente hic recusandae maiores dolor. Omnis aut a quis id qui minima. Ut sunt possimus voluptatum debitis reiciendis saepe consectetur tempora. Fugiat ut et inventore consequatur est. Beatae cupiditate cum excepturi voluptas.

Doloribus autem enim architecto sed necessitatibus assumenda. Dolorem dolorum inventore a nisi tempora est. Sed tenetur rem quia at reprehenderit. Voluptatem mollitia quos ut. Quo veniam nulla soluta provident expedita quia iusto. Minima aperiam ut vel beatae facilis dolorem. Delectus magnam dolore ipsa impedit accusamus placeat velit id.

Occaecati dolores molestiae eum ipsum est optio sit. Assumenda omnis eum maxime aut quia. Et reiciendis numquam quod maiores dolores consequuntur. Dolores quia qui qui quia. Nobis aut dolorem commodi a eum est cum. Sed numquam quasi qui et quisquam ea et et.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $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

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