Case Study for PE / am a newb

I am interviewing with a PE fund for an Analyst role in a niche space . Background is VC in that same niche. They know my modeling skills are mediocre but they like my industry knowledge / strategy work / network. I have a 5 hr technical case study next week. The exercise will be a 3-statement forecast & valuation analysis.

Most of the exercises I've done so far use historical averages. I don't think that's what they want out of the model I will build.  How do I pick drivers in a forecast? How do I best defend those assumptions?

Any tips welcome I know I'm a newb.

1 Comments
 

Est non culpa laborum quo nulla expedita. Omnis voluptatum sit consequuntur eaque laboriosam voluptas. Eaque aut eligendi non maiores quaerat qui hic. Assumenda tempora et sint assumenda quibusdam laudantium quia ratione. Eos deleniti officiis aliquam odio voluptate. Eveniet non at a esse hic consequatur non.

In voluptatum dolorem natus et. Quae rem similique sed dolorem mollitia et. Eum deserunt sint nemo et. Nihil voluptas maxime libero perspiciatis id. Veritatis et quia at sunt cum. Excepturi distinctio molestias aperiam sint ea optio. Cupiditate architecto porro magnam saepe repellat.

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

Career Advancement Opportunities

August 2026 Private Equity

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

Overall Employee Satisfaction

August 2026 Private Equity

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

Professional Growth Opportunities

August 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

August 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (105) $280
  • 2nd Year Associate (235) $272
  • 1st Year Associate (413) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $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

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...”