Aug 02, 2022

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!

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“Javier Barrena provided really detailed walkthrough on how he approached a similar tasking before, and although I entered the session not knowing how to approach this case study at all, I have a much clearer picture now. This session was extremely effective, and it's fortunate that he had the availability to do this despite my case study task coming in at a very last minute.”

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“Jorge was very practical and generous with his time. He gave me a clear action plan: tighten my elevator pitch to under 2 min, do a weekly modelling case study, and prep technicals, market questions and behaviourals. His networking advice (always ask each contact for 1-2 more names, track fund closes to spot hiring windows, a list of London infra headhunters) was very actionable. He also referred me internally to Nuveen within a week. Only point to improve: I’m still waiting for his feedback on the case studies I sent.”

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5 Comments

Associate 3 in PE - LBOs

Bump.

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Authored by: Certified Private Equity Professional - Vice PresidentCertified Private Equity Pro

Associate 3 in PE - LBOs

Anyone?

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Authored by: Certified Private Equity Professional - Vice PresidentCertified Private Equity Pro

Principal in PE - Other

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.

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Authored by: Certified Private Equity Professional - PrincipalCertified Private Equity Pro

Associate 3 in PE - LBOs

Thanks! Much appreciated.

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Authored by: Certified Private Equity Professional - Vice PresidentCertified Private Equity Pro

Jr.Associate120

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FoF Co-investment Case Study tips?

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FoF Co-investment Case Study tips?

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