Private Equity Interview Prep

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We Give You BOTH Coaching and Both Simple and Complex Case Studies (with Solutions) Interview Prep Guides, Slides, and Financial Models for Private Equity - Our 93% Success Rate Speaks For Itself

Private equity firms seek to hire the cream of the crop from the investment banking and management consultant industry, but with dry powder at an all-time high, more and more private equity firms are seeking candidates from non-traditional backgrounds. Typically, private equity firms will not only challenge candidates to technical and fit-based interviews, but grueling leveraged buyout (LBO) case studies as well. These case studies can last anywhere from 4 hours to 2 days, and there are often 3 or 4 rounds of interviews before a decision is made.

 

We can help you prepare for both the interview questions and the case studies, and we help you think like a private equity investor. We can provide you with practice LBO case studies that will simulate the case study environment, and then ask detailed questions about both the model and the company, similar to a case study. All case studies come with a full answer key.

 

93% of our clients get a job in their field of choice!

  • Practice case studies that are modelled off of real CIMs and deals
  • Master the paper LBO and all its variants
  • Understand and model transactions using a provided LBO model template
  • Most common technical, fit and deal related questions in private equity interviews
  • Learn to think like a private equity investor
    • Asking the right questions
    • Addressing due diligence issues
    • Using a due diligence checklist
    • Breaking down the value of a platform
    • Building a growth engine,
    • Roll-up strategies
  • Finding niche industries with recurring revenue
  • 83% of clients receive a job offer in private equity. We are the only service completely dedicated to your success. Our philosophy is unique: a successful client is one who gets the job of their dreams, NOT one who keeps coming back!

Paper LBO from Start to Finish – Commonly Asked in Private Equity Interviews

How to do a short LBO case study (1-4 hours) in a private equity interview – 1 minute video

3-Statement LBO Model from Scratch – 2 Hour Case Study

Infrastructure Private Equity

We also specialize in providing private equity interview questions and case studies focused on infrastructure, complete with answer keys.

 

We have case studies focused on renewable energy such as solar and wind power complete with answer keys. The models in these case studies have long projection periods of 20+ years because of contracted revenue streams.

 

We also a set of interview questions focused on some of the unique aspects of infrastructure private equity, such as project financing, the impact of geopolitical and demographic factors, and M&A trends within the sector.

Real Estate Private Equity

Real estate private equity is another area of focus at Finance Interview Coach.

 

More and more large global private equity firms are growing their real estate groups in order to take advantage of unique trends in the space. This includes the movement of office real estate from traditional financial centres to tech hubs in cheaper cities, as well as the strong demand for industrial and logistics real estate due to the increase of e-commerce. There are more and more specialized private equity firms specializing in real estate, sometimes with a narrow geographic focus and othertimes with a broad mandate across multiples sectors and geographies.

 

We can help you analyze and present the most attractive geographies and sectors from a macro perspective and customize your answers to the type of real estate private equity firm you are interviewing with.

 

We also have case studies, paper LBOs featuring a variety of real estate private equity transactions, as well as development models for further analysis.

 

In addition, we will work with an established list of interview questions that have been asked in real interviews to test your understanding of residential, commercial, and industrial real estate from both a macro and a micro perspective.

One Hour Coaching Session

$235/ Hour

USD

  • Any materials we go through will be sent to you (financial models / templates, slide decks, case studies)

Bulk Package: 3 Hours (6% off)

$220/ Hour

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • 2 hour LBO case study

Bulk Package: 5 Hours (13% Off)

$205/ Hour

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • Paper DCF
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
  • Paper LBO

Bulk Package: 8 Hours (19% Off)

$190/ Hour

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • Paper DCF
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
  • Paper LBO
  • 2 hour LBO case study
  • Complex LBO case study in software industry with quarterly modeling required and working with ownership waterfall structures like liquidation preference
  • 1 long complex LBO case studies in knife sharpening industry with 50-70 slides in CIM with PPT and Excel solutions
  • 1 corporate development / FP&A case study
  • 1 venture capital case study

Bulk Package: 10 Hours (25% Off)

$175/ Hour

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • Paper DCF
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
  • Paper LBO
  • 2 hour LBO case study
  • 1 venture capital case study
  • Short LBO case study in restaurant industry
  • Short LBO case study in software industry
  • Complex LBO case study in software industry with quarterly modeling required and working with ownership waterfall structures like liquidation preference
  • 1 long complex LBO case studies in knife sharpening industry with 50-70 slides in CIM with PPT and Excel solutions
  • 1 long complex LBO case studies in the sporting arena industry with 50-70 slides in CIM with PPT and Excel solutions
  • Complex LBO case study in the car washing industry with Excel modeling and Word memo component with solutions
  • Real estate paper LBO
  • Real estate private equity case study for nursing home company
  • Real estate private equity case study for retail property
  • 2 corporate development / FP&A case studies

Our Coaching Methodology

Real Case Studies

Case studies based off real CIMs, providing you with detailed guidance and templates on LBO modeling.

Customized Interview Questions

Fully customized mock interview: walk us through your model, and then we’ll ask advanced qualitative and quantitative questions, just like in a private equity interview.

Feedback

Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement

Our Coaches

Josh Jia

Founder, Partner

(IB, PE, Corp Dev, Resume Review, Financial Modeling, VC, IR)

Investment Banking and Private Equity Professional

  • 8 years of experience
  • Principal at Apex Advisory
  • Private Equity Analyst at Imperial Capital
  • Investment Banking Analyst at BMO, Diversified Group
  • Industry experience in headhunting, VC, HF, and ER
  • Founded Limestone Capital
  • Created 1st finance interview prep course at Queen’s
  • Taught course consisting of ~250 slides, six classes, with hundreds of students attending
  • Placed 100+ candidates into IB and PE roles

Equity Research Analyst, Technology Group, Large Bank

Equity Research Analyst, Hedge Fund, and Investment Banking Professional

  • 2 years of experience as Equity Research Analyst in Technology group at large bank
  • 7 years of experience in hedge funds and investment banking
  • Experience teaching and lecturing in classroom environment
  • Mentored dozens of professionals to help them secure jobs in equity research and hedge funds

Investment Banking Professional

IB expert with TMT and M&A experience at BB

  • 2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
  • 1+ year of experience at a Growth Equity fund
  • Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
  • Experience teaching and lecturing in classroom environment
  • Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity

Investment Banking Coach

Experienced student coach in the IB industry

  • Incoming Investment Banking Analyst at Perella Weinberg
  • Current Investment Banking Analyst at Roth Capital Partners
  • Experience coaching 25+ students into Bulge Brackets and Elite Boutiques
  • Had interviews from 8+ Elite Boutiques
  • Advanced industry recruiting knowledge
  • Non-core recruiting & core school recruiting

Rolan Naiman

Coach

(Corporate Banking / Commercial Banking / Private Debt)

Corporate Banking and Private Equity Professional

  • 4 years of experience
  • 2nd year Corporate Banking Associate in BMO’s Power, Utilities & Infrastructure Group (promoted in July 2020)
  • Prior to joining the Power, Utilities & Infrastructure Group, spent 2 years in BMO’s Project Finance Group
  • Focused on P&U and infrastructure
  • Investment management and trading experience at OPSEU Pension Trust as an Analyst in Investment Strategy & Macro Research, Portfolio Construction
  • Previously Analyst in Scotiabank’s FIG Group
  • Previously an Analyst at RBC

Manager of Strategic Finance and FP&A at FAANG

FP&A, Technology Finance, ER and HF Professional

  • Top-ranked Investment Banking & Equity Research VP with 12+ years of experience. Currently a Strategic Finance and FP&A Manager at one of the FANGs
  • Have worked on the buyside & sellside, at bulge brackets & boutiques, covered multiple sectors
  • Been on the hiring committee for Intern, Analyst, Associate & VP recruitment
  • Mentored 115+ professionals & helped them secure jobs in Banking, Research, S&T, HFs, & Strategic Finance / FP&A over the last 12 years, through resume & cover letter reviews, mock interviews, and career coaching
  • Ivy-league graduate with 100% scholarship throughout

Manager of Investor Relations and Corporate Finance

Investor Relations, Corporate Finance, and Investment Banking Professional

  • 5 years of experience as Manager of Investor Relations and Corporate Finance
  • 2 years of experience as Investment Banking Analyst
  • 8 years of coaching and resume review experience

Our Placements

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Call Structure

 

After understanding your goals and background, we will provide case studies based off real CIMs, providing you with detailed guidance and templates on three-statement LBO modeling. We will give you a chance to walk through the model, and then we’ll ask you tough qualitative and quantitative questions on all components of your model, just like in a private equity interview.

 

Furthermore, we will test you from a list of curated questions that have been asked in real private equity interviews.

 

Feedback is provided after each question in order to promote learning and memory retention. Concise, written feedback will be provided at the end addressing your strengths and areas for improvement.