Case Study CIM/Materials

Based on previous WSO threads, here are some suggestions for obtaining CIM (Confidential Information Memorandum) and other case study materials:

1. Networking with Analysts:

   • Reach out to trusted analysts for old case studies. These are often passed down and can be an excellent source of old PE modeling exams.

2. Using Public Filings:

   • One way to practice is to pull up a recent S-1 filing and use that as the CIM. Build a model and memo around it, covering your recommendation, company/industry analysis, financial overview, risks/mitigants, and further due diligence questions.

3. Model/Materials Exchange Threads:

   • Engage in threads like "Model/Materials Exchange - Anyone have models and other stuff to trade?" where users exchange various models and reference materials. For example, Larry Silverstein mentioned having models from an NYU RE financial modeling course, REFM models, and more, which he is willing to trade.

4. Private Equity Forum:

   • Participate in discussions like "Modeling tests/case studies to share?" where users exchange modeling tests and case studies. For instance, innoutfan offered to exchange a modeling case with a prompt and Excel model answer.

5. WSO Academy Resources:

   • Consider utilizing resources from the WSO Academy, such as the Private Equity Interview Course, which includes LBO modeling tests and other relevant materials.

For more detailed exchanges, you might want to directly message users in the relevant threads or forums. If you need specific links or further assistance, feel free to ask!

Sources: Model/Materials Exchange - Anyone have models and other stuff to trade?, My Path - MBA Banking Associate to PE, Modeling tests/case studies to share?, Modeling tests/case studies to share?