Case Study (PE Interview)

A timed exercise (typically 2-6 hours, sometimes take-home over 24-72 hours) in which a candidate builds an LBO model and investment recommendation on a real or disguised company, then presents it to the deal team.

Where Case Study (PE Interview) comes up

Investment Banking Case Studies: Spring Week vs Analyst vs AssociateFour different exercises share one name. Preparing for the wrong one is the most common way candidates waste a month.Read the guide — 8 min UK Spring Weeks: Timeline, Assessments, and How Offers Are DecidedWhen applications open, what is actually in the assessment at each bank, and how a week of work experience turns into a summer internship offer.Read the guide — 9 min The Hedge Fund Case Study RoundGiven a company and three days, most candidates produce a model. The ones who get offers produce a decision.Read the guide — 11 min

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Private Equity interview prep

Related Private Equity terms

PIK Interest LBO (Leveraged Buyout)Entry Multiple Exit Multiple Leverage Ratio (Debt/EBITDA)Sponsor

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