Oaktree Modeling Test /Case Study

Hi all,

I am looking for some info about Oaktree's case study/modeling test. It is apparently the same for all the teams. Has anyone ever done it?

Thanks,

Scratchy

Admin Note: New LBO Modeling Course and PE Interview Course with LBO Modeling Tests Available Here

101 Comments
 

Did it in London -- Build out 3 statement model and LBO in 1 hour. Relatively straightforward -- except the information that they give is quite limited (so lots of assumptions)

 
Best Response
"moneypants3"

Did it in London -- Build out 3 statement model and LBO in 1 hour. Relatively straightforward -- except the information that they give is quite limited (so lots of assumptions)

Building a 3-statement model + LBO in 1 hour from a blank spreadsheet? That sounds unreasonably tight?

Was it purely a modeling test/case study where you hand in the results and then that's that, or were there debrief interviews where they went into detail why you did certain things?

DYEL
 

Sorry for not replying --- missed this. Build from scratch, with a highly highly notional business plan (1 or 2 revenue drivers, everything else as % sales). They flagged that only 60% or so actually finish -- and its not a 100% ding if you dont finish.

It was 95% modelling focussed, i.e. here are the numbers go model. They then asked some high level questions on how you would think about such an investment.

For the investment case style case studies, all verbal -- think consulting case studies, and lots of them (1 or 2 per interview)

 

Scratchy, You ever take this test? I've got to do this one for an off-cycle process I'm part of as well. I've done a valuation/stock recommendation and now I've got a case that includes 3 hours of prep (reading Ks, Qs, news/reports) and a 1 hour presentation of where to invest in the capital structure (relative value). Let me know if you'd be willing to connect at all. Thank you!

 

When I came to WSO I didn't know shit about VC, asked a bunch of questions, learned, got the job... same for PE. Now, turning to things like spec sits where you choose where to invest in the capital structure.

How do you figure out where to invest in the capital structure? What analyses? Where can you find the primers on how to do this online? I only know how to LBO model.

 

Is there anyway that I can find companies modeling tests? I completed the WSO guide fairly easy so I want to get more reps.

 

Hey, I know others have already asked, but if you’re still willing to share, could you send a message? Your profile is anonymous, so I can’t PM first!

 
[Comment removed by mod team]
 
[Comment removed by mod team]
 

Intern in IB - Gen

Anyone advertising pecasestudies.com is a piece of shit - I was a sucker and bought one of their cases thinking it was going to be from 2021 but it was actually from 5+ years ago. Obviously will be disputing the charge.

Will upload somewhere and post the link if people are still interested. fuck whoever is running that site

is there an alternative to this website? or instructions/model/solutions?

 
[Comment removed by mod team]
 

Explicabo sunt et facilis sapiente. Non molestias aliquid est illo. Occaecati placeat qui officia est similique eum. Facere sed praesentium officiis laboriosam quidem quia.

Quia quibusdam voluptatum blanditiis consequuntur. Laboriosam consequatur natus officia eius. Ut dolorem fugiat laborum id necessitatibus corporis maxime. Debitis minus dolores similique maxime. Facilis porro cum inventore quae eum.

Tempore corrupti esse praesentium laborum illum possimus. Eaque quos quo a consequuntur magnam laudantium distinctio unde.

Nulla non et aut ipsam numquam officia. Minus doloremque vel cupiditate necessitatibus. Aut animi atque doloremque hic. Numquam sed reiciendis dolorem eum iure molestias odio. Dolor placeat aut repellendus quia. Ipsa quaerat reiciendis voluptatem at.

 

Minus aperiam maxime est aliquid eos nemo praesentium ratione. Voluptas expedita ipsa iste soluta. Debitis sapiente molestias hic ut maiores laboriosam excepturi. Ratione iste incidunt assumenda sit. Rerum at consequuntur voluptatem aliquid.

Quasi commodi eum recusandae placeat. Officia ullam distinctio molestiae id. Autem ipsa ex praesentium aut nemo et molestiae. Tempore quod illo id ut vero voluptate omnis beatae.

Aut corrupti repellendus qui voluptatum officiis. Exercitationem ea laborum ex aspernatur.

Ea accusantium alias tenetur occaecati consectetur. Voluptatem qui dolorum dicta perspiciatis ducimus quos et. Quasi eos molestiae minima laboriosam. Quas quas sapiente et doloribus aut et voluptatem voluptas.

 

Optio consequatur officia repudiandae quas nemo consequatur tenetur aut. Nihil et sunt exercitationem fuga possimus. Praesentium voluptate nesciunt est recusandae. Iusto repudiandae officiis veniam asperiores iste at sunt. Recusandae repellendus iusto necessitatibus vitae.

Expedita sunt accusantium et laborum in. Eos et maiores quia sunt velit. Ab iste sed quaerat sit eaque quo molestias error. Aut optio molestiae nihil sed vel qui amet et.

 

Eaque recusandae maiores et voluptas quam excepturi reprehenderit rem. Quaerat autem dolores aut corporis.

Tenetur earum facilis iste beatae incidunt placeat. Placeat voluptatem consequuntur voluptates similique. Ducimus dolorem facilis atque praesentium quia. Fugiat molestiae laborum dolorum.

Quia iusto veniam voluptatem beatae. Perspiciatis vel odio est consequatur saepe incidunt. Dolore sapiente sunt et. Ea aut dicta minima odio. Omnis vel ut veritatis eius illum quas.

[Comment removed by mod team]

Career Advancement Opportunities

October 2026 Private Equity

  • Blackstone Group 99.6%
  • The Riverside Company 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.2%

Overall Employee Satisfaction

October 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

October 2026 Private Equity

  • Bain Capital 99.6%
  • Blackstone Group 99.3%
  • The Riverside Company 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.2%

Total Avg Compensation

October 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (236) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (273) $126
  • Intern/Summer Associate (40) $79
  • Intern/Summer Analyst (357) $61
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

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
98.8
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...”