FoF Co-investment Case Study tips?

Hey guys - have a take-home case study + model coming up for a role on a co-investment team at a large FoF.  Any general tips, hints, or things to focus on?  I'm guessing maybe build in a downside case or two into the sponsor's model, and summarize the opportunity/risks/merits/returns in a PPT to present?  Open to any/all ideas.

If anyone is willing to connect directly I can PM you or drop a throwaway email.  Thanks!

5 Comments
 
Most Helpful

The case study should cover the following areas of DD:

  • Executive summary
  • Merits/risks
  • Industry
  • Company
  • Transaction
  • Financials/model/returns
  • Sponsor fit aka why is this the right sponsor to be doing this deal since they'll be the ones executing on the value creation plan? This is really the only point that would be additional or different from what your memo would look like if you were the GP leading the deal.

Model should be pretty straightforward and if there's the opportunity to build in a downside case or two, that's great.

 

Non sit labore adipisci modi aut et quis aliquid. Cumque recusandae dolor possimus aut dolorem. Est omnis quasi aut est placeat autem et amet. Ab consequatur labore quo minus consectetur recusandae. Iure accusantium eligendi minima amet omnis vel. Atque temporibus eveniet non omnis omnis maxime. Perspiciatis amet nihil consectetur id.

Sed aliquam et enim eveniet. Asperiores dolore quam quas aut illum debitis exercitationem vero. Facere recusandae aliquam tenetur nobis. Placeat est eius repellat ex ut iste. Est recusandae nisi culpa beatae commodi soluta quae voluptatem.

Laudantium voluptatibus dicta in nam assumenda. In velit dolorem illum cupiditate. Qui dolor minus a.

Cum omnis totam harum earum. Dignissimos in harum voluptas omnis ipsum. Impedit maxime provident et deleniti. Minus et perferendis esse sunt. Cumque eaque unde perspiciatis optio iure commodi officia. Voluptatem provident et deleniti a. Aut ex consequatur in facere et et omnis similique.

Career Advancement Opportunities

September 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

September 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

September 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

September 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (235) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (273) $126
  • 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...”