PE case studies - traditional buyout / infra

Based on the most helpful WSO content, there are several insights regarding PE case studies, particularly for traditional buyouts and infrastructure/energy-focused roles:

1. PE Case Study Repository: A thread on WSO suggests creating a shared repository for PE case studies and modeling exercises. While specific case studies aren't directly shared in the thread, members often recommend reaching out via PM or collaborating to access resources. This could be a good starting point to connect with others who might share relevant materials.

2. Case Study Types for Infrastructure PE:

   • Traditional LBO Models: For infrastructure-focused roles, some funds administer LBO-style modeling tests. These typically involve building a 3-statement LBO model and preparing a PowerPoint deck within a 3-4 hour timeframe. Practicing these models is crucial, especially if transitioning from project finance or tax equity modeling.
   • Infrastructure-Specific Models: While not explicitly detailed, infrastructure models may differ slightly, especially in terms of risk-return profiles and cash flow stability. Practicing these alongside traditional LBO models can be beneficial.

3. Resources for Practice:

   • The WSO Free Modeling Series offers lessons on financial statement modeling, DCF, M&A, LBO, and more. This includes templates that could be adapted for infrastructure or energy-specific scenarios.
   • Threads like "Special Sits PE Case Study Example" and "Private Credit Case Study" provide insights into case study formats and expectations, which might help tailor your preparation.

If you're looking for specific case studies, consider engaging with the WSO community directly through forums or leveraging the shared resources mentioned above.

Sources: Interviewing For Infrastructure Investment Roles, Special Sits PE Case Study Example, PE CASE STUDY REPOSITORY, Buyout and distressed case studies?, Private Credit Case Study