Interview Prep Help - Case Study

Would like some advice on how to approach a case study interview question like this given a CIM and financial overview in excel:

Create your own 5-year P&L projection and returns model for the company. On what economic terms would you take a 30% stake in the business (buying shares from existing shareholders)?

Is it just building down to the EBITDA on the IS and standing by your assumptions given your opinion on the market/analysis of the CIM, with returns generated by projected EBITDA expansion and entry/exit multiples? Then seeing if the target IRR is hit on the 30% investment at end of Y5?

1 Comments
 

Minus eos nam assumenda id magni sunt rerum. Est voluptatem ipsa ut nesciunt. Quis autem omnis recusandae voluptatum praesentium nisi. Distinctio corrupti quaerat atque nam. Quod atque quia dicta id maxime.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 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

June 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

June 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • Vista Equity Partners 98.1%

Total Avg Compensation

June 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (98) $365
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (235) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (355) $62
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...”