If you are just beginning to prepare for these interviews, I can provide a more in-depth breakdown of how to build an LBO model from scratch, or give you tips on how to prepare for the 'why private equity' question. Would that be helpful? Private Equity Case Study: Example, Prompts, & Presentation
Acquisition is financed with €50m of debt, the remaining being financed with equity (no fees). Debt is "bullet" (all debt pay-down occurs at sale at end of Year 3). Interest rate on debt is 10%.
Never sit on the fence. State a clear "Buy" or "Don't Buy" recommendation in the first two sentences of your presentation, and back it up with your model's return metrics. 5. Mistake Checklist to Avoid During the Interview Common Pitfall How to Fix It Destroys credibility with the investment committee.
Working capital remains stable at €10m. Tax rate is 30%. private equity interview case study pdf
Practice building LBO models in under 90 minutes.
Private equity case studies come in several distinct formats, each testing different skill sets.
You do not need a magical "secret PDF." You need discipline. If you are just beginning to prepare for
Specialized PE preparation websites offer PDF examples.
Use the "Blank Sheet" method. Do not look for a finished PDF. Look for a PDF of the prompt (the financial statements). Print that prompt. Then, build your model from scratch in Excel. Finally, convert your output to a PDF.
By leveraging the PDF resources and following the structured framework in this guide, you will be well-equipped to confidently tackle any private equity case study and prove that you have the skills to think like a world-class investor. Debt is "bullet" (all debt pay-down occurs at
Identify the business model, customer base, growth drivers, and risks.
Mitigated by an institutionalized sales process or a robust middle-management layer.