Anyone have any info on Epic Investment Partners?

For a case study interview and presentation at Epic Investment Partners, here's how you can prepare effectively, especially as a university student without a strong finance/accounting background:

1. Understand the Case Study Format

• Based on insights from WSO discussions, case studies often involve analyzing a business scenario, such as evaluating acquisition targets, assessing financial performance, or making strategic recommendations.
• You may be required to:
  • Analyze financial data (e.g., valuation multiples like EV/EBITDA, EV/Sales, EBITDA margins).
  • Make a clear recommendation and back it up with logical reasoning.
  • Present your findings concisely and answer follow-up questions.

2. Preparation Tips

• Brush Up on Financial Basics:
  • Learn key valuation metrics like EV/EBITDA, EV/Sales, and EBITDA margins. These are often used in investment-related case studies.
  • Familiarize yourself with financial statements (Income Statement, Balance Sheet, Cash Flow Statement) and how they interconnect.
• Practice Structuring Your Analysis:
  • Use a clear framework to approach the case:
    1. Define the problem.
    2. Analyze the data provided.
    3. Develop a recommendation.
    4. Support your recommendation with evidence.
• Time Management:
  • Allocate time wisely during the 3-hour case study. For example:
    • 1 hour for understanding the problem and analyzing data.
    • 1 hour for drafting your recommendation and preparing slides.
    • 1 hour for refining your presentation and practicing delivery.

3. Presentation Tips

• Clarity and Structure:
  • Start with an executive summary: State your recommendation upfront.
  • Use a logical flow: Problem → Analysis → Recommendation → Supporting Evidence.
• Visuals:
  • Keep slides clean and professional. Use charts or tables to present data effectively.
• Anticipate Questions:
  • Be ready to explain your assumptions and defend your recommendation.

4. Leverage Resources

• If you have access to WSO's Financial Modeling Courses or Interview Prep Courses, these can help you build foundational skills quickly.
• Practice with templates like the Investment Banking Resume Template or Stock Pitch Template available on WSO to structure your work professionally.

5. Mindset

• Even without a strong finance background, focus on demonstrating logical thinking, problem-solving skills, and a willingness to learn. Interviewers value structured approaches and clear communication.

Good luck with your case study and presentation!

Sources: How to prepare for an assessment center?, Q&A: European PE Professional, Most academic style of investing that requires the most thought?, CVC Capital Partners case study - Investment team