Apr 03, 2022

secondary advisory case study modelling test example?

Hi I have a case study / modelling test coming up with an elite boutique (Evercore, PJT, Lazard) for their PE Secondary Advisory team.

I was wondering if anyone had a practice test I could look at please or any idea what to expect? thank you.

521 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '30 Jul 2026 Cohort

5.00/5

Private Equity Other

“Javier Barrena provided really detailed walkthrough on how he approached a similar tasking before, and although I entered the session not knowing how to approach this case study at all, I have a much clearer picture now. This session was extremely effective, and it's fortunate that he had the availability to do this despite my case study task coming in at a very last minute.”

Institute of Technology of Monterrey

Class of '18 Jun 2026 Cohort

4.70/5

Private Equity Other

“I appreciated John sharing a list of headhunters after the session, which was useful. During the call, though, I had to ask very specific, in-depth questions to get any input, and the conversation felt one-directional. More proactive guidance and practical insights would make his sessions much more valuable for mentees.”

See All 11,424 WSO Academy Reviews

7 Comments

WSO Monkey Bot

Associate 2 in IB - Cov, way too quiet in here. What about these resources:

More suggestions...

I hope those threads give you a bit more insight.

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Kosmatos1998

Most Helpful

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Analyst 2 in IB - Gen

Sent you a DM

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napoleonli

sent you a DM

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jimh19901990

have resources, pm

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Analyst 1 in PE - LBOs

If it is for Lazard, I have done it before for an Analyst role

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Carloz129

11mo

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secondary advisory case study modelling test example?

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