Private Equity Case Study Interview??

Have been invited to a case study interview for a secondaries Private Equity firm. The role is for final year undergrads, the interview has no excel based modelling test but likely some calculations and maths involved. What can I expect this case study to involve? Got no idea at the moment and am scared to go in blind.

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Oh, the thrill of the unknown, right? But don't worry, I've got your back! Based on the most helpful WSO content, here's what you can generally expect in a Private Equity case study interview:

  1. Confidential Information Memorandum (CIM): You'll likely be given a copy of a CIM from an old sell-side process. Your task will be to condense the important parts of the CIM and analyze the pros and cons.

  2. Investment Analysis: You might be asked to evaluate whether a company is a good or bad investment. This could involve commenting on the industry, the company's performance in terms of their levers for Free Cash Flow (FCF) or a paper LBO, and explaining additional things you would diligence.

  3. Case Study: The case study will likely involve a real-world business scenario where you'll need to apply your analytical skills and industry knowledge. You might be asked to identify the challenges a company is facing and propose solutions, or analyze a potential investment opportunity.

  4. No Excel-based Modelling Test: While there's no Excel-based modelling test, you mentioned there might be some calculations and maths involved. This could be related to financial analysis, valuation, or investment return calculations.

Remember, the key to acing a case study interview is to showcase your problem-solving skills, analytical thinking, and industry knowledge. So, take a deep breath, trust your abilities, and go show them what you've got! Good luck!

Sources: Private Equity Interview Questions - 13 Topics to Know, Private Equity Recruiting Process (From Banking), What to expect in PE interviews as an undergrad?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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