Have you guys ever heard of data analysis tests as part of PE process?
Have a final round coming up that will involve timed LBO model test + data analysis test. I’m assuming data analysis will involve quickly getting answers from large sets of data in excel, but I’ve never heard of that. Anyone have familiarity with such a test?
Not sure if this counts as data analysis, but have heard of people just getting a massive file of customer data and needing to build a customer cube with cohort analysis, retention, etc
Have gotten this before for venture growth and growth buyout but not classic LBO shops
Had this during my final round as well. Basically gave me the sales database for a company and said you have an hour to pull out an relevant charts, tables, metrics, etc. that you'd use to analyze the business. So I pulled a mix of sales & margin data, by product trends, pricing trends, customer trends, etc.
Any advice on how to prep or specific functions to learn? Assuming it's mostly pivot tables and sumifs?
Yep that's exactly how I approached it.
Yeah we recently started incorporating this into our hiring process as well
Have a round coming up with short LBO + data analysis and consolidation. I'm assuming it will consist of dirty data that will have to fix.
Would love to know what the test you all have incorporated into your process consists of at the end.
Yeah it's basically a data dump of raw information...I'm in LMM so it's similar to the type of detail that a less experienced, more entrepreneurially-run business would deliver to us during diligence. It's fairly open-ended, we usually just tell the candidate to synthesize what they think is relevant from the dataset provided and to summarize the key points in a few slides and to present a recommendation on go / no-go on the investment decision alongside the LBO model and the highlights / investment risks.
Bumping this. Anyone have any practice examples they can share? Have to complete one of these.
Et quidem officia aperiam nihil occaecati dolores ex. Vero itaque dignissimos aut qui.
Voluptatem consequatur quod asperiores est voluptatem. Tempora quo sint est culpa a praesentium. Sed beatae sint tempora voluptas placeat earum repudiandae facilis.
Voluptatum magni autem est nesciunt in consequatur et. Quia quisquam autem perspiciatis labore. Repellendus amet cupiditate numquam dolor eaque.
Alias qui aperiam minus officia impedit. Architecto possimus vel recusandae sequi libero adipisci recusandae dolorem. Esse quidem reprehenderit veniam aliquid nostrum excepturi reiciendis. Odit non suscipit pariatur consequuntur. Qui non animi asperiores et. Qui molestias aut temporibus. Sit et necessitatibus optio iste laboriosam quasi deserunt quae.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...