Question - LBO Case Study?

Will likely be writing an LBO case study in the coming months. Was curious, is it an expectation to develop the template from scratch during one of these cases? Or is it reasonable to come in with a template that allows you to plug and play for the most part? You would have to know the model conceptually in order to address it in the investment memo, but curious as to if its prohibited to come in with a template.

4 Comments
 
Best Response

Paper LBO is literally on paper, don't think it's possible to upload a template to a notepad.

It's a case by case basis, but general rule of thumb is you'll be building a model from scratch. If it's in their office, you likely will not have access to the internet and/or they'll prohibit you from using templates. In some cases they'll provide you with a template or outline as a jumping off point.

You'll get faster at it the more you practice and find process that works best for you. Keep it simple until it's done and then layer in complexity / bells & whistles if time permits -- always better to have a finished product that's simple than a half-way completed model that's nicely formatted and has a bunch of toggles but doesn't provide an answer.

 

Rem blanditiis dolores ut rerum provident impedit. Omnis itaque reprehenderit in occaecati in ut nemo deserunt. Dolor temporibus eligendi iusto eveniet ipsa aut sint nam.

Dolores vel ea sint libero placeat quis. Non reiciendis tempora id rerum et est odit. Eum autem consequuntur temporibus dolorem sit sit repellat. Facilis quidem nobis ea quod soluta iure asperiores cumque.

Quae laborum qui eum molestiae aut. Repudiandae aut nam veniam ut. Blanditiis sed in quia a id voluptatibus similique. Reiciendis totam rerum quod quia minus. In quas dolorum quo voluptate modi. Tempora molestias culpa commodi quis corporis doloremque molestias.

Career Advancement Opportunities

August 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.2%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

August 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

August 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

August 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (105) $280
  • 2nd Year Associate (235) $272
  • 1st Year Associate (413) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $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

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...”