The central question a private equity case study asks is: Firms use this exercise to evaluate you in three critical ways:

Not all case studies are created equal. Depending on the fund (Megafund vs. Middle Market vs. Growth Equity), you will face one of three distinct formats.

Whether submitting a document or presenting, your case study must include:

It's not about being right; it's about being thorough and thoughtful. If you'd like to prepare further, I can help you: Outline a specific LBO model structure. Draft a mock investment thesis. Explain key investment metrics like IRR and MOIC. Let me know how you'd like to proceed! Growth Equity Interview Guide Private Equity Case Study: Example, Prompts, & Presentation

Create a Leveraged Buyout (LBO) model (or a valuation/growth model) to project financial performance and determine investment returns.