When you practice with the PDF, watch out for these three silent killers:
This is where 50% of candidates fail. The Uses must always equal the Sources. private equity interview case study pdf
Common Trap: Fees are tax-deductible for the HoldCo, but you must fund them on day one. Many models deduct fees from equity incorrectly. When you practice with the PDF, watch out
In private equity recruiting (on-cycle, on-demand, or lateral hires), the case study is a practical test of your ability to evaluate a potential investment. Unlike banking case studies (which focus on valuation), PE case studies test: Common Trap: Fees are tax-deductible for the HoldCo
The PDF format is common because the firm sends you a confidential information memorandum (CIM) , financial statements, and sometimes addendums (management presentation, market data, Q&A from sellers) — all bundled into a PDF.
You then build a model, calculate IRR / MOIC, and write a brief investment recommendation (or present slides).
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