Made 2 free anonymized PE case studies. Would love some thoughts.
When I was recruiting, the hardest thing to prep for was the case study, not the paper LBO, the actual "here's a CIM, build a model and tell us if you'd do the deal" exercise. There's almost nothing realistic floating around to practice on. So I wrote up two full anonymized case packets, the kind of materials a firm actually hands you:
- A full 3-statement LBO on a consumer brand (complex debt - tiered ECF sweep, PIK, seller rollover, management options)
- An investment memo debrief on a healthcare/education staffing platform
Each one has the business overview, end markets, historical financials, and every assumption you need to build the model yourself in Excel.
Free to read/download, pepath.net/case-studies
Let me know what you think. Happy to keep adding other industries, concepts, etc.
Interesting and potentially useful website. For the 2 free cases, you are not providing sample solutions to the prompt (model and memo)?
Interesting.
Where is the value-add though. I also also have Claude Code...
Are there model solutions? Why is this any different than me asking Claude to make a few case studies with a few reference studies.
Bruh no android app?
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