Good modeler, terrified of case studies
Been out of the industry for a year or two post-MBA working in the same industry as one of my portcos. Looking to edge my way back into PE, though, and have gotten good traction on some preliminary processes.
I know my deals and metrics and associated risks/rationales cold, and I've kept sharp at modeling through both paper-ing my ASO-era transactions. I am *terrified* of doing the qualitative part of case studies, though, because I feel rusty about breaking things down once the modeling is done with beyond the very simple "we need revenue growth but that could be risky and here's what I'd diligence"-style analysis.
What tips do you all have for rebuilding this investor's mindset / case study muscle? Are there any practice resources I should be using? I have the firm ones floating around but they all lack "answer keys" to the case study portion (most lack answer keys even for the model portion). Should I be looking at Porter's Five? My notes from Victor Cheng back in the day?
Feeling antsy and would appreciate any guidance about how to get across the finish line when it comes to my prep.
Based on the most helpful WSO content, here are some tips and resources to help you rebuild your investor's mindset and case study skills:
Tips for Rebuilding Investor's Mindset:
Practice Both Self and Live Cases:
Use Business School Case Books:
Focus on Intellectual Capital:
Structured Practice:
Recommended Resources:
PDFs from MBA Programs:
Books on Interview Prep:
Books on Consulting Habits:
TED Talks:
Additional Advice:
By integrating these tips and resources into your preparation, you can rebuild your case study muscle and approach your PE interviews with greater confidence. Good luck!
Sources: Q&A: Former MBB Consultant, How to learn to evaluate investment? (PE case study interview), Q&A: I grew up in Consulting and reinvented my brand 3 times, Breaking into MC - A Preparation Guide, Q&A: Former MBB Consultant
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