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Mokey experts, got case interviews in secondaries PE, direct lending (mezz, unittranche) for associate positions. I have background in lower mid market PE and mid market bank. How should I prep for modelling in this area ? any mock cases that I can look at ? thanks

As title suggests, what to expect when scheduling a 90 min case study / excel exercise with a FSG? They mentioned that it would not be a "crazy" LBO, but I am looking for guidance as to what I should anticipate and brush up on. Any guidance would be appreciated. For context, it is a large reputable...

I'm wrapping up at McKinsey and transitioning into PE, with some travel in the meantime. Thought I'd pay it forward like others did for me (and cover some travel cash lol). I'm offering a 1.5-hour prep session for $150. Here's the structure: 30 min: full case 30 min: debrief + structured feedback 30...

I Need to create a DCF for an Asset management firm. To forecast the Revenue I Need to forecast AuM as revenue is a percentage of AuM (management fee). Future AuM is driver by two ways: Net Inflows (Outflows) Positive Product Returns (Losses) e.g. Dow Jones So I Need to forecast Both options. How? I...

I made it to the next round of the interview process after completing a case study (CIM + LBO and short write-up). What do you think I should expect and prepare for the in-person presentation?

Hi guys - I am preparing for an in-person case study at a BB. I believe it's going to just be pen and paper, followed by a presentation. This is for an associate role in M&A. Can anyone give any tips on how to prepare or what they've experienced at specific banks? Thank you!!

I am looking to move to RX, familiar with the typical books and guides but lacking some RX modeling. Would anyone on here be willing to share some case studies with me looking at RX scenarios?

Hey guys - I have an in -person private credit case study coming up. I am used to the take home versions where you have 2-3 days to do it and then present it. Anyone have any insight as to what it entails? Is it usually more high level than take home? CF model, business overview, key risk and...

What to expect in a Citadel case study? Have progressed to this stage at Citadel (I'm one of a number of folks looking to join this team) but I really like the team (I've met the other guys on the team) and want to do my best on this. I will supposedly get a case study next. What to expect? How can...

I have been given a credit study where I need to write a investment memo on a gym business (Xponential Fitness). what would people suggest I use as the downside case and what evidence would I use to back up the assumptions. Such as a peer experiencing X% drop in revenue etc also where would I get...

Have an all day, in person case study coming up for an event driven / distressed hedge fund and wondering how to approach modeling and analysis. Would appreciate insights from folks familiar with the space Is modeling done quarterly? How many quarters is typical? Should I build a full 3 statement...

Had a weekend case study that I completed on Monday, but I still haven't heard back yet. What is the normal turnaround time? Thinking a week max?

I've got my Flow Traders Case Study interview soon, and I have the option of either doing it in person (I'd be flown over to Amsterdam) or online. I don't know which I should do. Obviously a free trip to Amsterdam sounds nice, but I think I'll perform better in the actual interview if it was over...

I have my final round Flow Traders Case study soon. I've read around on WSO and it seems to be "pretty basic" but with lots of pressure, mental maths, etc. However, where can I even learn the "basics"? Specifically, where can I learn to answer more sophisticated hedging and arbitrage questions with...

Hello, I'm currently preparing for a lot of different interviews. Last time I was presented with various case studies where I had to do a bit of work in Excel and then a bit of work in PowerPoint for a presentation. As I also want to prepare myself well for this, I would like to know where I can...

Hi everyone, I recently applied for an M&A Associate position in the Healthcare sector at Houlihan Lokey in Switzerland, and I’m preparing for the upcoming interview, which will include technical questions, a case study, and financial modeling. I have a few questions and would appreciate any...

Hey guys, so after 2 successful interviews at JLL, I've been invited to complete a take home excel case study. It's for an Analyst in one of their teams in NYC. Anyone have any experience with it or any advice/suggestions?

Working on a multi-week case study for an opportunistic credit with a relatively complex capital structure. Curious what is recommended for summarizing and analyzing covenants? Major pitfall is that I only have access to Capital IQ and Bloomberg at the moment. I notice from time to time that...

Hi, hope everyone's doing well. Could I please ask what would a private debt FoF case study (~2hr) look like? I am thinking of LBO and fund evaluation sort of tests, but was interested to know more about the details and preparation tips especially on the latter. Thank you very much!

Hi! Has anyone interviewed with Advent in the past year and can help me understand what the case study interview and behavioral interview look like, and calibrate expectations in terms of questions to be prepared for? Thank you

Hi everyone, Long story short, I've just received a case study after applying for p72's graduate program (Grad Academy) and I have a few questions that I really could use some answers to... 1) My case study is 5 pages max investment report + 3 statement model (quarterly), is that normal ? I've seen...

Hey Monkeys, I have a PC case study next week. It will be 3hrs, plus 30mins break, then 1hr of discussion. I will be given a CIM, instructions, and excel with company accounts. No need to project a balance sheet in the model. I must produce a model with my own credit case, and an investment memo in...

Monkeys, I had a case study round a few months ago and it was an absolute bastard. I've been trying to crack it in my own time and no matter how many models I make, the bugger won't balance. Can you crack it? The instructions are nuanced, especially as its only 2.5hrs, you have to project...

Has anyone gone through a Superday process for EQT Partners' recruitment cycle? I understand that there are paper LBOs and a full case study. It would help me if someone with experience could share in detail about the process, including information about the paper LBO and case study. Thanks in...

Hi WSO Community, a friend asked me to recommend some courses to prepare for the technical questions of a PE interview (DCF, modeling, company analysis, Bloomberg, Excel, etc)? I know that Wallstreet prep, WSO and Peak Frameworks seem to offer similar classes. What are your thoughts? Do you...

Hi guys, I will be soon going thru my 2nd interview with an MD from an M&A FIG team at an MM bank in London. They told me I would have to do a case study and mentioned that I should focus on valuation multiples and comps and precedent valuations. Any tips/advice on what to study, where to practice,...

Hi folks, just had a 60-minute case study with a small PE fund. It was a 3-statement model with a DCF valuation, assumptions given (except for the DCF, that was all blank) and excel formatted (except for DCF again). Had to give a few thoughts on the business and perform ration analysis though. I...

I am currently working full time as an assistant relationship manager in commercial banking at a global bank and applied for the Point72 Academy for Experienced Professionals. Worth mentioning that I interned at Point72 last summer (not in the L/S team; in an Investment Services team), and I knew...

Hi! I have a private credit interview coming up for a Tier 1 firm. This specific team focuses on private credit in form of trade receivable bundling and trade finance. However, I am pretty sure the interview will be a generic PC case study. I went through the forum and got a few good inputs, and...

Hi all - I have a second round interview coming up for a corporate development associate position. I come from an M&A consulting background, so have more emphasis on market assessments etc, as opposed to core financial modelling skills. For my interview, they have said there will be a quick live...

Fellow Monkeys, I am in the fortunate position of being in the interview process for an internship at Cinven, and got the case study portion of the process scheduled for next week. I haven't been told anything other than that I will have 2h to do the case study and 1h to present and debrief. It was...

Hello fellow monkeys, I'm in quite a pickle with a case competition, and I'd like some input on where I can find free and decently accurate analyst forecasts for a specific company DGE.L. For context, the case opened up the last few days before the semester ended, so I could not reach my schools...

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Hey Monkeys I am to posting so bear with me. Anyone know what to expect for an entry level ~2h case study for Oaktree's RE Debt team? Assuming it is going to give some basic assumptions on exit / entry cap rates, options for debt financing, building characteristics and ask general questions on LIRR...

Hi all, Anyone taken Triton's case study round? 30 min prep followed by discussion apparently. Any tip, insight, resource appreciated

Made it to a case portion for a Corp Dev role in the media industry, and I'm unsure about the approach I need to take. The case wants me to identify an acquisition target for the company based on my understanding of the company and the next 12 months, explain my logic, and create a presentation....

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I am working in a modeling template for practice (simple three statement w/ a few schedules). I have everything filled out but my debt schedule is looking a bit off if I enable accelerated payment on both switches. I think it has something to do with how I linked a few items on the debt schedule but...

Hi everyone, I have a 1st round interview with CD&R in a few days. Has anyone interviewed with CD&R before / able to give me some tips / advice on how to prepare for their 1st round 30 min consulting-like case study interview?

Hey everyone, looking for a steer on what to possibly expect in a 1 hour case study (in-person) for a mid market investment bank. Told the case study covers both analysts and associates, so thats the level. Previous round interviewer mentioned high level tips, case study based on op model and...

Hello hello, Has anybody done a 48 hr case study for PE? What should I expect? If anyone has resources, sample work, case studies etc. that is also appreciated. Thx

I'm currently recruiting for a summer 2024 internship for a PE megafund and was just invited to take a 3-hour case study interview (unproctored) this week. Was wondering what to expect from this? Would it be something like building the 3 financial statements? Or 3 statements + corresponding LBO...

I've been given 48 hours to prepare a case study for a final round interview for a Real Assets analyst role at a global asset manager (e.g. BlackRock). I have never done this before so I am not sure what a good write up should look like. Can anyone point me in the right directions or provide some...

All, I have a project finance modelling test with a bank that's known in this field (MUFG/BNP/ING), anyone done modelling tests with them before? Keen to understand what to expect. Happy to DM if it's easier, cheers.

Anyone has done this previously? Grateful for any insights on the case study

Hi Monkeys, Set to take a 4 hour case study (assuming a modeling test with recommendations) at Cowen here in the upcoming weeks and trying to prepare. Has anyone taken something similar with the firm or have tips in how best to prepare? Would appreciate any insight. Cheers.

Hi Monkeys, I have LBO test coming up. I understand this will include modelling out add on acquisitions Does anyone have a good LBO template to share? Something that incorporates all the important quirks (yearly acquisitions, cash / debt & equity funding) without going into too much details would be...

Hey all, Anyone here applied to the P72 experienced academy, and got past the case study round? Did the case study as well, but didn't get through, and curious to see how those who did tackled the project. Happy to DM if you prefer to communicate privately, cheers in advance.

I have an upcoming FoF case study for a mid-level role (direct PE background). Are there any resources people would recommend to prepare? I found lots of old threads but no case study examples. The case study should cover investing in a fund to get a sense of the candidates thought process and oral...

In a week, I'm about to do a 7d case study on a publicly traded stock with a buy, hold, sell decision. Those who went thru same - how does the task look like? What do people expect? What are the next steps after the case study?