The Private Equity Case Study: The Ultimate Guide

Learn more: breakingintowallstreet.com/co...
In this tutorial, you’ll learn how to approach an open-ended private equity case study where you have one week (7 days) to select a company, model a potential leveraged buyout, and draft a short presentation recommending for or against the deal.
For all the files and documents, please go to:
www.mergersandinquisitions.co...
Table of Contents:
0:00 Introduction
4:32 Part 1: Typical Case Study Prompt
6:07 Part 2: Suggested Time Split for a 1-Week Case Study
8:01 Part 3: Screening and Selecting a Company
14:16 Part 4: Gathering Data and Doing Industry Research
22:51 Part 5: Building a Simple But Effective Model
26:32 Part 6: Drafting an Investment Recommendation
32:42 Recap and Summary

Пікірлер: 34

  • @financialmodeling
    @financialmodeling2 жыл бұрын

    The files and resources are all available at: www.mergersandinquisitions.com/private-equity-case-study/

  • @bear76917
    @bear769172 жыл бұрын

    Best tutorial ever!! Thanks!! I love all of your videos!

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Thanks for watching!

  • @Rock4Ever80s
    @Rock4Ever80s2 жыл бұрын

    Thank you Brian! I'm receiving a case study tomorrow and will have 5 days to complete it and present it, it's a first for me and this helped me have a better idea of what I should expect 👊

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Good luck!

  • @ryanfernandes5859

    @ryanfernandes5859

    4 ай бұрын

    IN a similar situation this week- how'd it go for you?

  • @karunsomeshwar1649
    @karunsomeshwar16492 жыл бұрын

    Great video! Love the analysis! I work in the Private Equity Secondaries space (buying Limited Partner interest in existing Private Equity funds). The PE secondaries space is gaining a lot of traction as LPs look to redeploy their capital by selling their interests in PE funds. I would love to see a model on that in your channel (This involves detailed modeling of the PE fund’s future performance by modeling exit scenarios of top assets in the fund and what that means for the fund carried interest and potential return to the buyer/LP interest holder).

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Thanks, but it's outside our core focus and there isn't much demand for that type of modeling (most people want to work in direct PE funds), so it's probably not going to happen anytime soon.

  • @alexh.4842
    @alexh.48424 ай бұрын

    this's so professional! hats off... I learned so much from here than from biz school..

  • @financialmodeling

    @financialmodeling

    4 ай бұрын

    Thanks for watching!

  • @T3AMKILL
    @T3AMKILL2 жыл бұрын

    LOVE these videos. Thanks a lot!

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Thanks for watching!

  • @ricardoalvanore7568
    @ricardoalvanore75682 жыл бұрын

    Thanks for the info!

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Thanks for watching!

  • @rafikhovsepyan3713
    @rafikhovsepyan37132 жыл бұрын

    Hi Brian, great to hear from you, thanks a ton! I remember you `ve covered free cash flow conversion rate previously, I think its also a viable financial metric to include in the company selection critetria..or will it be too much (overwhelm the commitee with metrics) - love to hear your say on this..

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    There is a video in this channel on Free Cash Flow Conversion... older but it's still there. Do a search.

  • @rafikhovsepyan3713

    @rafikhovsepyan3713

    2 жыл бұрын

    @@financialmodeling old, but gold ! thank you!

  • @ibrahimshamshad6451
    @ibrahimshamshad64512 жыл бұрын

    Great upload .. Thanks

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Thanks for watching!

  • @boboboss9907
    @boboboss99072 жыл бұрын

    Thanks for the insights. Is such a long case study to be expected for undergraduate PE internships?

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    No, unlikely.

  • @kolyiken
    @kolyiken Жыл бұрын

    Hi Brian. Very precise and thorough. Most likely to be interviewed for a type 1 or type 2 case study. Any recommendation where should I find examples of these sort? Thank you.

  • @financialmodeling

    @financialmodeling

    Жыл бұрын

    Thanks. We have other examples of LBO models and case studies in this channel if you do a search.

  • @finbran7439
    @finbran74392 жыл бұрын

    I am your fan for sure

  • @financialmodeling

    @financialmodeling

    2 жыл бұрын

    Thanks for watching!

  • @jeremyheat44
    @jeremyheat4410 ай бұрын

    Thanks Brian! What is the most efficient way of finding add-on targets? I imagine that can take quite a bit of time, especially if many of the targets are private

  • @financialmodeling

    @financialmodeling

    10 ай бұрын

    There is no efficient way. Capital IQ or PitchBook access helps, but you'll need to do a fair amount of research and will probably have to settle on some "representative" add-on acquisitions rather than specific companies.

  • @tboateng7964
    @tboateng7964 Жыл бұрын

    quite a large chunk of these terms and ideas you're using seem relatively new to me. I have time to learn but before applying for an internship the graduate job route. Where should I start

  • @financialmodeling

    @financialmodeling

    Жыл бұрын

    mergersandinquisitions.com/private-equity/

  • @JJ-zy3zv
    @JJ-zy3zv Жыл бұрын

    Hello - thank you for this. Have a potentially dumb question. Would we ever get asked / would it be possible to build a mini case study for a private company? I'm obviously assuming no I just got access to a free trial capital IQ (I'm a consultant). And as expected for most private companies there is no (or limited) financial information. So doesn't seem practical for a PE case study to ever ask you to build a quantitative thesis for a private company. But wanted to be sure Thank you

  • @financialmodeling

    @financialmodeling

    Жыл бұрын

    A private company case study in a PE interview is unlikely unless they give you all the company's information. If it's open-ended, you pretty much have to select from public companies.

  • @JJ-zy3zv

    @JJ-zy3zv

    Жыл бұрын

    @@financialmodeling thank you!