Oaktree Modeling Test /Case Study

Question

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

waving wind · Accepted Answer

"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?

Making Gravy · Answer

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.

moneypants3 · Answer

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)

moneypants3 · Answer

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)

+80	Nothing to do at work & bored to hell	8	47s
+67	Do people over-index on 'moats'	20	3h
+42	Biggest (avoidable) failures in PE Investments?	23	23h
+40	Predicted Net Worth in Trodden Finance Path by 60?	17	14h
+38	Why is ROIC never really a topic when looking at companies IRL	11	2d
+26	SGE Final Round (Investment Summer Analyst) - Case Study & Technicals?	12	6m
+25	Large Cap PE Value Creation vs RX shops? (Coming from McK)	2	5d
+18	Senior IR Lifestyle	3	4d
+12	How to approach Buyside Recruiting	3	3d
+11	Honest opinions needed about lateraling	4	17h

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Oaktree Modeling Test /Case Study

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Oaktree Modeling Test /Case Study

Trending Content - Private Equity Forum