PE Case Study Examples
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.
Happy to share where to find them if useful or find them free on the site, and happy to keep adding other industries and concepts.
PEPath
You keep posting this on the PE forum and also never answered other people's questions they asked in your prior post about your website and offering. At first gave you benefit of the doubt but this seems like a money grab now
low effort claude slop - downloaded the PDF yesterday and I couldn't even bother attempting it
I did my undergrad at a top school and earned an MBA from Harvard Business School before exiting my company
Sure ya did buddy, and I did Ivanka
Total horse shit. His app sucks too; it’s robbing you of money and preying on insecure kids recruiting for PE
I did my undergrad at a top school and earned an MBA from Harvard Business School before exiting my company
Well then you didn’t learn enough, bc the product you provide is useless and overpriced
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