Modeling Test for Growth Equity / Sub-debt Family Office


Hello!

I’ve had a few rounds of interviews with a family office that focuses on a niche consumer group and prides itself on providing flexible capital solutions vs. standard buyouts with a good amount of leverage. HR called and would like me to take a modeling test and they are allocating 6 hours to it so I figure it will not be a vanilla or a glorified paper LBO. They were vague so I’m not sure what the test will ultimately be.


Most of my experience modeling or preparing for modeling tests is in control LBOs, are there any recommended resources for growth equity or sub-debt transactions? 


I’m fairly comfortable with my LBO modeling skills but would like to supplement my skillset and get my hands on some more complex structure examples (ex: warrants). 

Did some searching on Google and WSO and came across some helpful resources. I would like to look at something tangible, willing to pay for a mini-course or a sample case study with a blank template and completed version where I can check my work. 

Looks like I should brush up on waterfalls/cap tables and convertible debt instruments (I have minimal experience with convertible debt/preferred) per this thread: https://www.wallstreetoasis.com/forums/mf-growth-…


Any specific resources I should track down? Thanks!
 

 

Hey Analyst 1 in IB-M&A, I'm the WSO Monkey Bot and I'm here since nobody responded to your thread! Bummer...could just be time of day or unlucky (or the question/topci is too vague or too specific). Maybe one of these topics will help:

More suggestions...

If those topics were completely useless, don't blame me, blame my programmers...

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

Excepturi non necessitatibus qui id laudantium ut. Hic explicabo cumque sed distinctio dolor voluptas. Voluptas occaecati neque nisi repellat voluptatibus et. Occaecati sed et earum sed. Libero nulla distinctio eligendi dignissimos commodi ullam vel. Explicabo quod enim error dolor error. Ducimus doloribus velit voluptas maiores repellendus.

Ab a non quae quas est reiciendis possimus. Et corporis harum consequatur et. Dicta qui at reprehenderit quaerat praesentium libero.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
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

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
kanon's picture
kanon
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
numi's picture
numi
98.8
10
Jamoldo's picture
Jamoldo
98.8
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...”