Best place for PE Case Studies/Modeling Tests

Does anyone know a good place to get a few actual or realistic case study/modeling tests for PE Associate/Snr Associate roles. Seems like most are building a 3-statement with returns analysis and possibly some kind of one page summary of a CIM on positives and negatives. Maybe some have cap table included too...

Any thoughts or resources much appreciated.

3 Comments
 

Ah, the quest for the golden PE case studies and modeling tests! Based on the most helpful WSO content, there are a few avenues you can explore to get your hands on some quality material:

  1. WSO Free Modeling Series: Until December 31, 2023, WSO offers free financial modeling lessons. This includes lessons taught by experienced private equity pros and investment bankers, covering financial statement modeling, DCF, M&A, LBO, Comps, and Excel Modeling. Plus, you get 27 financial modeling templates in a swipe file. It's a treasure trove for anyone looking to brush up on their skills.

  2. WSO Courses: The WSO Academy offers a range of courses, including the WSO Elite Modeling Package, which covers Excel, PowerPoint, Financial Statement Modeling, LBO, M&A, and Valuation Modeling. These courses are designed to help you master the art of financial modeling, which is crucial for PE case studies.

  3. Interview Prep Courses: Specifically, the Private Equity Interview Course on WSO includes 9 LBO modeling tests and more, which could be exactly what you're looking for in terms of practice material.

  4. WSO Community: Engaging with the community on the WSO forums can be incredibly beneficial. You can find threads where members share resources, and you might even find someone willing to exchange modeling cases with you, as seen in previous threads.

  5. PE Case Study Repository: There was a suggestion on the forums for creating a Google Drive repository for PE resources. While it's not clear if this came to fruition, it's worth checking out the forum to see if any generous souls have shared their case studies or modeling tests.

Remember, practice makes perfect, and these resources should give you a solid foundation to build upon. Good luck with your PE modeling adventures!

Sources: Modeling tests/case studies to share?, PE CASE STUDY REPOSITORY, Modeling tests/case studies to share?, PE Case Study 48h

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

Consectetur sit quibusdam voluptate voluptas qui. Facere architecto voluptatem fugiat corrupti. Qui quia error facilis quia ipsa odit qui.

Quia quas et explicabo. Aliquam earum aut similique vel.

Career Advancement Opportunities

June 2026 Private Equity

  • The Riverside Company 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • Blackstone Group 98.9%
  • Warburg Pincus 98.5%
  • Bain Capital 98.1%

Overall Employee Satisfaction

June 2026 Private Equity

  • KKR (Kohlberg Kravis Roberts) 99.6%
  • The Riverside Company 99.2%
  • Ardian 98.9%
  • Blackstone Group 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

June 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

June 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (97) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (234) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (95) $134
  • 1st Year Analyst (271) $124
  • Intern/Summer Associate (37) $80
  • Intern/Summer Analyst (351) $61
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
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
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...”