case study

Recently I was invited to an interview where I was asked on the spot to build a real estate financial model with the following assumptions: NOI of 1 million Purchase at a 7% cap rate Expense margin of 45% Revenue Growth Yr 1: 7% Yr 2: 6% Yr 3+ 3% Expense ...

52 comments - 5 silver bananas - Apr 12 2019 - 3:26pm - ApplyIce

All, I work at a middle-market fund (started about 8 months ago here) and wanted to learn from someone qualified (associate level or above) who works on the buyside what the best and most efficient way to analyze a CIM is (Confidential Information Memoran ...

45 comments - 11 silver bananas - Mar 28 2018 - 2:04pm - johndoe89

I've got a case study interview coming up in 1-2 wks. It's 3 hours to read the case, do financial analysis, and prepare a presentation/report. I haven't gotten much clarity from the firm on the amount of financial analysis that needs to be ...

29 comments - 0 silver bananas - Apr 12 2019 - 2:28pm - kanon

I have an interview coming up an IBD analyst position which will involve an M&A case study. Typical situation- company X wants you to advise on which company it should acquire of 3 options. Other than the financial aspects- value and profitability. Wh ...

38 comments - 0 silver bananas - Apr 10 2018 - 7:55pm - cp06

Hi, I am about to do a case study interview for a PE FoF's for a junior analyst position. I've been told that I do not need to prepare anything and will be given an hour to read the materials and prepare before presenting my views followed by a ...

28 comments - 1 silver bananas - Mar 31 2017 - 6:43pm - fireandsteel

Long time reader of this forum, first time poster. Would greatly appreciate any insight on CIM Group and their final round pre-mba associate interviews. Has anyone been this year? Any color on format/length of their case study, general interview process, ...

25 comments - 0 silver bananas - May 5 2017 - 12:01pm - frank562

Hi all, Posting in this forum for obvious reasons and hoping this isn't too stupid a question. I'm currently working my way through a real estate case study and I have been tasked with modelling a multi-family apartment asset. Amongst the criter ...

14 comments - 2 silver bananas - Aug 10 2017 - 12:46pm - ilovefrankee

Hey guys, For those of you that have had the pleasure of working on a HF case study, is it worth building a full 3 statement model? The particular company i got is not a balance sheet driven business and I can complete a valuation with an earnings model ( ...

15 comments - 0 silver bananas - Jan 16 2017 - 8:25pm - middlebucket

Hi, this is my case study question, I seek your advice in how I should go about in answering it well. Thank you very much!!:) "You are an independent businessperson meeting with a group of bankers. You have submitted a business loan application to th ...

19 comments - 0 silver bananas - Jun 19 2011 - 2:53am - Weiqi

Hey guys, So I have an MBB first round interview coming up in the next two weeks. I scoured the forums and came to find that the two most often cited resources to use were Case In Point and caseinterview.com I personally started with the latter and found ...

10 comments - 0 silver bananas - Apr 12 2019 - 4:07pm - YoMoneyMakeMoney

hey monkeys, is there anyone in chicago would mind helping me with case interview studies? i bought case-in-point and have been studying on it, have another interview coming up in december and would like to practice with someone. it would only be like 45 ...

16 comments - 0 silver bananas - Nov 23 2010 - 12:35pm - thedude86

good evening monkeys, I had an interview a few days ago for an IB internship position, and the first step was a case study. I've been on the hunt to land IB for a while now (like a lot of you guys) and worked on the modeling/valuation aspects a bunch ...

8 comments - 1 silver bananas - May 9 2017 - 6:16pm - givenchy_lion

I've got a pair of case studies coming up in the next two weeks for private credit funds. These funds are both large ($25B+) and I'm interviewing for the direct lending groups. Anyone have any insight on what a case study would entail, how to di ...

7 comments - 3 silver bananas - Feb 7 2018 - 5:17pm - Gainalyst2015

I'm new to case study interviews and have done a bit of research on WSO and on the web in general. Out of curiosity, how many frameworks did you learn for interviews? I see that Victor Cheng has 4 frameworks while Case in Point has way more. Would yo ...

10 comments - 0 silver bananas - Jan 25 2015 - 12:13pm - 21

I'm a consulting noob whose just starting to get serious about studying for case interviews. In order to get a good foundation, I've memorized pretty much all of the CIP frameworks along with Victor Cheng's Business Situation framework. I f ...

10 comments - 0 silver bananas - Sep 15 2012 - 9:37am - therock555

I have been reading Buffett 's newsletters as well as Pershing Square's presentations whenever I can get my hands on them. (I have linked to them below for your perusal as well). I also try to read Greenlight's quarterly investor letter as ...

10 comments - 0 silver bananas - Aug 22 2012 - 6:31pm - West Coast Analyst

Hey guys, In terms of background, I'm at a BB seeking to go to PE. I'm seeking resources to prepare for PE case studies. In London, do you usually get a case study to do on the spot (you're placed in a room where you have x hours to do a mo ...

6 comments - 1 silver bananas - Jul 4 2017 - 7:43am - Speed777

So I've got a friend who's willing to spend some time to conduct practice case study interviews for me. He has no consulting background so where I can find case studies formatted to allow a person with no consulting background to accurately cond ...

9 comments - 1 silver bananas - Dec 29 2010 - 11:08pm - ConsultingWannabe

I have been in the work force for about a year (2015 grad) and am seeking to move laterally into an analyst position within the restructuring group at a well respected boutique. I participated in a phone screen and was asked to complete a take home case s ...

6 comments - 1 silver bananas - Feb 4 2017 - 10:03am - blood on the leaves

Hi! I am a student at the University of Padua, I was wondering if any of you have access to capital IQ I am doing a case analysis on EGPW and I would really need some report from Capital IQ. Can someone help me? thanks in advance Antonio PS my mail is ant ...

8 comments - 0 silver bananas - Jun 6 2011 - 3:05pm - antonymoro

Just a bit of background...Currently in an investment sales role at a big brokerage house (think CBRE, JLL, Cushman) primarily focused on private capital (we sell assets between $2-$25 million). Looking to make a big transition in the next few years to a ...

6 comments - 0 silver bananas - Jan 24 2016 - 3:25pm - Merchant_of_Debt

I'm talking about these two: http://www.streetofwalls.com/guides/hedge-fund-cas... http://www.streetofwalls.com/guides/1130/?guide_id... Each costs $67, which is a crap ton for ~15 pages of material that I could potentially get for free by asking peo ...

7 comments - 0 silver bananas - Jan 10 2013 - 3:29am - goldman in da house

Morning Monkeys, Many seasoned veterans of WSO will recognize a common thread posted by many prospective monkeys, "Help Me Solve This Case Study," where a prospective candidate will outline a given case study and their attempts for a solution. A ...

6 comments - 2 silver bananas - Jan 30 2013 - 11:20am - mikesswimn

Hi- as most of us go through case studies (both equity and credit) I wanted to discuss how you approach estimates in in-house case studies. Usually, candidates have between 3 to 6 hours depending on the shop to set-up model / thesis / recommendation. One ...

6 comments - 1 silver bananas - Apr 9 2015 - 9:24am - sa-jue

I have been pleasantly surprised with the responses I have seen to people asking for help on the forum, hoping you can assist me in my decisions here... I would like to get into management consulting, specifically MBB, but am wondering if I stand a chance ...

7 comments - 0 silver bananas - Oct 27 2010 - 9:04pm - Engine3r

Interviewing for small shop and will have a case study (5-7 days to prepare). I understand that an LBO analysis is the norm but the job description details DCF and M&A models and capital structure analysis. Should I be focusing my studies on these and ...

6 comments - 0 silver bananas - Jan 2 2015 - 10:35am - barnabyjones

Hi All, I have a 1 1/2 hour case interview with a mega fund based in Asia next week, I was wondering if guys with such experiences could please give me some backgrounds on this. Some backgrounds: I was told that the case study would take 1 hr, then I woul ...

7 comments - 0 silver bananas - Aug 3 2010 - 3:37pm - justanotherday

Hi everyone, I have a case study interview coming up with Nomura (UK) soon. I was wondering if anyone has any ideas on how i can go about preparing for this. cheers (p.s. Note for our american friends: Nomura took over the remnants of Lehman in Europe) in ...

6 comments - 0 silver bananas - Mar 6 2017 - 12:45pm - invicta

Hi, I have been given a take home case study to prepare. The case study asks us to recommend different types of debt products- loans, bonds and private placement. I have been given very basic company financials (EBITDA, and peers financials. Could anyone ...

5 comments - 1 silver bananas - Dec 2 2016 - 9:49pm - chuching

Hey guys, Have a case study coming up with EY for TAS (apparently its 1 hour case and then a 40 min review). Just wondering has anybody done this and what it entails? Thanks. ey TAS case study transaction ts young ...

6 comments - 0 silver bananas - Mar 19 2011 - 5:19pm - Maherj1

So I applied to 14 internships for this coming summer at BB and some boutiques primarily in London and New York. I have passed all the numerical tests, but have not heard back from anyone yet for first round interviews. My application has not been denied ...

6 comments - 0 silver bananas - Dec 31 2010 - 11:12am - vefree213

I have an upcoming case with the FIG arm of a PE firm and had some quick Qs on modelling / PE in the FIG space. I work as a generalist in IBD and do not have any direct FIG experience. Normally, LBOs are done on a EBITDA multiple basis. I know FIG compani ...

5 comments - 0 silver bananas - Sep 16 2014 - 12:00pm - chunkylover53

Hey guys, need some help for an upcoming interview. I have a corp. strategy interview for a small and rapidly growing company. I have been informed that there will be a case study at the interview (final round). I am currently an ibanking analyst and I ha ...

5 comments - 0 silver bananas - Apr 15 2013 - 10:11pm - kelin887

Hi, I'm currently interviewing at a venture financing firm focused on venture debt, and was wondering if you guys have some advice on loan origination & servicing. For instance, what should I look at specifically in terms of: cash balance financi ...

3 comments - 1 silver bananas - Mar 27 2019 - 1:32pm - oasis1234567890...

Hey All, So I got selected to go in for an in person interview with a lean and quite new High Yield Credit HF. The first round consisted of a 60 min online survey that was about 25% behavioral and 75% technical. I was the only candidate selected, based on ...

3 comments - 1 silver bananas - Dec 21 2018 - 10:42am - cjfreeman114

Alot of case interview prep sites and books seems to tailor more towards MBA case interviews. For those coming out out of college, how should case interviews and interview prep be different (if at all)? MBA Undergrad case study case interview ...

4 comments - 0 silver bananas - Aug 1 2010 - 10:41am - scok15

Hey guys, I have been called for a first round interview by KKR for their private equity team. I will be meeting the head of the office (Asia). I was told there would be a round of case studies and case analysis. Since I do not know anyone who has been th ...

4 comments - 0 silver bananas - Mar 6 2009 - 12:39am - randomguy

Hi, I'm looking for serious case study buddies over Skype- looking to go through at least 30 cases together over the next 3 months (too ambitious?) My background: I have 0 case study experience, 2 consulting projects experience. From target school. H ...

3 comments - 0 silver bananas - Sep 20 2014 - 12:05pm - James Lee

Hi- Are there any decent precedent / exemplary models out there in the event-driven space (equities), in particular for a limited time frame (eg interview of 2-3 hours)? Wonder that what degree modelling takes place. I am aware this may differ from fund t ...

3 comments - 0 silver bananas - Mar 25 2014 - 4:01pm - sa-jue

Does anyone know if Jefferies has case-study interviews?? I was told that their interviews are very technical. I am going for Lateral. Thanks, any advise is much appreciated! Investment Banking interview M&A Banking Jefferies case study TMT ...

3 comments - 0 silver bananas - Aug 27 2013 - 4:35pm - blingamink

Hi all, I am being called in for a second round interview at a relative large (over $2bn AUM) PWM firm for a Senior Analyst interview. I have been told that I will be given a case study to do in-person. I wanted to know what to expect from this case study ...

3 comments - 0 silver bananas - Dec 12 2011 - 8:03pm - ap0258

Hey, Wondering if anyone has information on, or has completed the case study/excel test that Royal Bank (RBC) makes potential Equity Research Associates complete. I might have to take it next week, and so any insight would be greatly appreciated. Thanks E ...

2 comments - 1 silver bananas - Jul 12 2018 - 1:38pm - ramfinanceguy121

For a PE case study, if you are asked to provide a memo with several points and one is the following: "financial Model with Returns and Sensitivities," could someone provide insight into what to include here? I am not submitting my actual Excel ...

2 comments - 1 silver bananas - Mar 24 2018 - 8:50am - emk123

If I have been given financial statements for 2 years and 1 month of the first forecasted year of 5 years, how should I use the 1 month for the model? Was it given primary to give me a direction for assumptions in forecasting? Should I actually add it to ...

2 comments - 0 silver bananas - May 4 2017 - 8:44pm - Zed Sheeran

Doing a Private company lbo model with no historical financials but just financial projections and a target IRR. Any thoughts on how to derive working capital / balance sheet since I don't have no historical financials? private equity case study asse ...

2 comments - 1 silver bananas - Oct 10 2015 - 3:53am - palpe

Hey everyone. I got tips from my friends about the type of case interview I will have. I was told it was a "spot the error" type of interview. I will be given a bunch of data sets and then a presentation. I will need to find the errors between t ...

2 comments - 0 silver bananas - Apr 23 2015 - 3:26pm - Celeste-Dustine

What is the best method to compare 3 companies? Would doing a modified version of a case study for each company work? Background: I was asked to compare three companies and determine which would be the best to take on a long position. They asked for a dee ...

2 comments - 0 silver bananas - Jan 25 2015 - 12:56pm - Southern Gent

Hi, I did not know where to post this as I am new here. Please excuse me if I've posted this in a wrong forum. I have a case study question I would be extremely grateful if someone could help me out with. I'm extremely new to this stuff. It' ...

2 comments - 0 silver bananas - May 4 2013 - 1:41pm - chris1990

Hi- hope this is the right place to post this. I am looking for books on how to value SME's (something with case studies). On doing an Amazon search, there are many books out there, but most seem focused on valuation theory. I am looking for somethin ...

2 comments - 0 silver bananas - Jun 9 2012 - 8:44pm - 7568324

Hello all, I have a final round interview with a PE firm coming up, and I've been told all that it consists of is a 2 hour case study. I will be given 1 hour to review the materials provided (not sure if it'll be a CIM, 10k, etc.), followed by a ...

2 comments - 0 silver bananas - Aug 4 2011 - 1:56pm - pacopacopaco595

Hi All, I am a recent graduate from a liberal arts university with a history major. I landed an interview with a boutique consulting firm in Boston and have an interview in two weeks. However, I am a bit worried that I have very little business experience ...

2 comments - 0 silver bananas - Aug 24 2010 - 12:57pm - willmingtonwave

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1 comment - 1 silver bananas - Mar 10 2019 - 4:54pm - renzel

Hi guys, What levels of detail would be expected for multi-day post-MBA case studies please? thanks for the insights! case study ...

1 comment - 1 silver bananas - Feb 14 2019 - 3:17pm - add_vocado

What to expect from a 6h Case Study? Presentation about a company profile. Any advice/ tips? Thank you case study ...

1 comment - 1 silver bananas - Jan 29 2019 - 4:59pm - nitroit

Hi, I have recently attended a mining IBD interview, and has been told that 2nd round of interview would be given a case studies. During the interview, the interviewer asked me some question on valuation of a mining company. Does any one know what kind of ...

1 comment - 1 silver bananas - Jan 27 2019 - 1:46am - Lois-WU CFA Lev...

Hi all, I have an IB interview for an analyst position coming up where I will be given a case study focused on Forecasting. Any tips on how to best prepare for this? How much excel should i brush up on? Thx! IB analyst Investment Banking interview Intervi ...

1 comment - 1 silver bananas - Dec 15 2018 - 1:23pm - jeanmazpo

Let me shed a bit of light on my question with two examples below: A year ago I interviewed at one of the big boutiques and was handed a BS, the IS and CFS with a basic case study. If I recall correctly, I should evaluate if the company could do an acquis ...

1 comment - 1 silver bananas - Dec 10 2018 - 7:45pm - LTLT

Hi guys, I have an EY corporate finance (Energy sector) financial modelling case study for an experienced hire position in the UK in a few days and apparently the modelling case will be on a renewable energy asset. Does anyone have any suggestions on how ...

1 comment - 1 silver bananas - Nov 10 2018 - 6:40pm - ca94

Hi, does anyone have any example case studies for large scale real estate PE interviews? Tx in adv! case study ...

1 comment - 1 silver bananas - Jul 1 2018 - 10:59am - vonfreezy

Hello monkeys, How intensive are the Case Studies generally / or if intern interviews do case study questions while interviewing summer analysts? case study ...

1 comment - 1 silver bananas - May 8 2018 - 4:27pm - Zen.Monkeys

Their website says: "AG Capital, founded in 2008, is one of the fastest growing real estate development companies in New York City. With strong ties in Brooklyn, Queens, and the Bronx, we focus on rehabilitating distressed properties by transforming ...

1 comment - 0 silver bananas - Dec 14 2016 - 5:06am - Willem_I_Am

GA, Currently looking for sound case studies in biotech, biosimilars, pharmaceuticals (non big pharma related). I'm an intern at my company and have found the workload to be very manageable, however my boss has suggested I find a mentor (Duh) for the ...

- 0 silver bananas - Oct 24 2016 - 1:31pm - The Bespectacle...

I made it into the final rounds of interviews with a large credit fund and was presented with a case study. Essentially, I am given a potential purchase opportunity for a loan portfolio and "my fund" needs to put up a competitive bid. The " ...

1 comment - 0 silver bananas - Oct 15 2016 - 2:47pm - ogofnyc

How in depth are the modeling tests for PE interviews? I've heard that you generally get 30 minutes for a basic LBO without a BS and an hour for a more in-depth one that incorporates a full operating model. For example, how much time would you get fo ...

- 0 silver bananas - Sep 21 2016 - 9:20pm - Zezima

Hi Guys, I have several interviews coming up and I have started practicing case studies. I have done a search online and saw the below case study posted on WSO several years ago. Can someone help me with this? I am not sure how to treat the shareholder lo ...

- 0 silver bananas - Apr 6 2016 - 10:03am - warrior109

Hello All, I am in a 3rd round interview at a multi-family office/FofF- I was given this case study problem regarding allocations an side pocket investments to different vehicles. It is a bit on the accounting side (which I don't have too much experi ...

1 comment - 0 silver bananas - Mar 22 2016 - 11:10am - Ginkster9

Hey Guys I have a challenge for U! As we all know WSO people are so bright and creamy that they handle excels in their heads easy. I have a top consulting case interview soon and as I was preparing I came across a BCG interactive online cases. There are 2 ...

1 comment - 0 silver bananas - Feb 7 2016 - 4:40am - statraf2

Hey has anyone done this case study and mind sending me what they have? I am doing it on my own just to see how I like the work and if I can handle it and want to see how I did. case study ...

- 0 silver bananas - Sep 24 2015 - 12:04pm - NYRangerfan2

I have 2 questions regarding case studies: 1) How long are you given to put forth an answer? 2) Are you allowed to use pen/pencil and paper to map out a response or organize your thoughts? Thanks case study ...

1 comment - 0 silver bananas - Jul 29 2015 - 11:33am - Rodgers

A few days ago I had an hour long phone chat with an alum that runs a Tiger Cub. I'm a rising senior, and I was just getting info from the guy concerning ER vs. IBD for eventual long/short equity employment. His fund is fairly secretive, and the only ...

1 comment - 0 silver bananas - Apr 19 2016 - 11:52am - Modern Day Yuppie

I'll be starting my career upon graduation with Accenture as a Systems Integration Analyst shortly, and would like to know if there are any SI/Tech case studies around that could help prepare me for future consulting engagements? consulting tech case ...

- 0 silver bananas - Mar 26 2013 - 11:22am - ank5133

Sent a case study this morning to a 4 person group, $300MM fund. Is there any harm in calling this afternoon to see if they have any questions? Hoping to get in front of any issues. case study follow up ...

- 0 silver bananas - Mar 5 2013 - 10:43am - ninety9prblms

I am just not sure what this case study is trying to accomplish. $800MM O&G fund. All scenarios are for a 1.5 year exit of the O&G drilling parent company. You can use cash or debt to fund any of the projects. Part one is forecasting revenues for ...

1 comment - 0 silver bananas - Feb 18 2013 - 4:07pm - ninety9prblms

Hi Everyone I am also scheduled to take part in an upcoming assessment centre for GE FMP based out of EMEA. In the mail, I have been told that the assessment day would comprise of group case studies, finance/IQ quiz and a set of interviews. Does anyone kn ...

1 comment - 0 silver bananas - Nov 25 2012 - 6:59am - leo89

I will be interviewing soon at CRU International for the research analyst position. They do not have many reviews on glassdoors and I cannot find any reviews about the company on google. Does anyone know anything about the interview process for this compa ...

- 0 silver bananas - May 14 2012 - 12:18pm - FatIdiotKid

I've been notified that I will be taking part in a 1-hour case study group discussion for an Assessment Center at Citigroup. I thought discussions are usually 8-10 minutes.....what discussion could possibly take 60?? Any heads up would be greatly app ...

1 comment - 0 silver bananas - Mar 28 2010 - 11:15am - recession.graduate

I have a Citigroup assessment center for a Management Associate position in a week. What's the best way to prepare for a "group case study"? Any guidelines or helpful tip to remember? Thanks! Group Citigroup Assessment Center case study Man ...

1 comment - 0 silver bananas - Mar 26 2010 - 1:01am - recession.graduate