Energy/Infra Case Studies

Based on the most helpful WSO content, here are some insights and resources for energy, power, and utilities case studies:

1. DIY LBO Modeling Practice:

   • A top suggestion from WSO threads is to pick a relatively simple public company in the energy or utilities sector. Use their 10-K filings and a research report to build an LBO model from scratch. This approach helps you understand sector-specific nuances while honing your modeling skills.

2. Renewables/Energy Transition Resources:

   • Explore resources like Enverus.com (Power & Renewables section) and SEIA.org (Solar Market Insight Reports). These can provide valuable insights into the energy transition landscape, which is increasingly relevant in case studies.

3. Case Study Repositories:

   • Some WSO users have suggested creating shared repositories for PE case studies, including energy-focused ones. While no direct links are provided, engaging with the WSO community or forums might connect you with members willing to share resources.

4. WSO Free Modeling Series:

   • The WSO Free Modeling Series includes lessons on financial statement modeling, DCF, M&A, LBO, and Comps. These templates and lessons are a great starting point for energy-specific modeling.

5. Energy-Specific Case Study Examples:

   • Look for case studies that involve building LBO models for energy companies, evaluating investment opportunities, or analyzing the impact of regulatory changes. For example, one WSO thread mentions a case study involving a CIM and building an LBO to assess investment viability.

6. Battery Storage and Renewable Energy Valuation:

   • For more advanced topics, check out reports on battery storage valuation and renewable energy projects. These are increasingly common in energy-focused case studies.

If you're looking for specific templates or examples, consider reaching out to the WSO community directly through forums or private messages. Many members are open to sharing resources or guiding you in the right direction. Good luck with your preparation!

Sources: Renewables / Energy Transition Primer, Modeling tests/case studies to share?, https://www.wallstreetoasis.com/forums/anyone-willing-to-share-a-pe-interview-case-study?customgpt=1, another case study for people to try _ I attached my model