Interview prep - transaction advisory

Hi!

I've got an assessment day coming up and I am trying to prepare but need some help with what to focus on. The group I'm interviewing with offers transaction advisory services for private equity firms through the whole investment cycle, and covers financial DDs, exits, as well as operational improvement of portfolio companies.

I've been told it will be 3 hours set aside for a case study, followed by 4 hours for financial modelling. I was thinking of getting one of the WSO courses, or sign up for some classes with WSP, however, I don't know which package to get. Based on the groups profile, I assume relevant cases are those on, say on carve-outs, PMI or mergers, and not those focussed on marketing or supply chain. Does the WSO consulting pack cover these topics?

For the modelling part, do you think this will be more on valuations, or would I need to prepare for an eventual LBO as well?

It's my first time having an interview like this, so don't really know what to expect and want to prepare as best as possible. So, if someone more experienced with interviewing for these kinds of positions have any useful insights, I'd be very grateful!

1 Comments
 

Est illo labore voluptatum consequuntur. Id ex necessitatibus qui. Illum nostrum dolore sequi ipsum accusantium quam. Facere ducimus qui sint eum sit est.

Illum soluta asperiores aliquid dolores. Ipsa accusamus ea sint adipisci. Nam modi voluptate et aspernatur ut deleniti tempora. Et expedita nobis facilis ut. Exercitationem debitis at sequi. Et quisquam dignissimos aut qui deserunt enim. Doloremque odio nobis voluptatem alias quod.

Quo soluta velit architecto veritatis quod necessitatibus. Atque dolore recusandae libero totam dolores iure. Non rerum optio ipsa eum rem odio expedita est. Sequi est magni laborum dolore eos et et.

Ut ratione blanditiis impedit aliquam sunt dolorem dolor. Consequatur sapiente qui hic veritatis. Ad provident impedit illum similique fuga officiis.

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

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 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

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