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Master the PE Case Study: LBO Modeling and Investment Presentation

Master the PE Case Study: LBO Modeling and Investment Presentation

Offered by Dan B.

Former PE VP | Deal Execution + Board-Level Experience | $250M → $5B Portco

Emory University Goizueta Business School Logo

Studied at Emory University Goizueta Business School

PeakEquity Partners Logo

Worked at PeakEquity Partners

Description

Prepare for your private equity case study with the same framework and mindset used by real investors. We’ll work through the two most important components of the process: building a strong LBO model and presenting a clear, defensible investment recommendation. This package includes LBO modeling, investment analysis, identification of merits and risks, diligence questions, value-creation opportunities, investment presentation development, case-study time management, presentation preparation, Q&A practice, and direct feedback on your work. The goal is not simply to complete one practice case. It’s to develop a repeatable framework that you can confidently apply to future PE case studies.


What you'll get from this package

Repeatable framework for completing PE case studies

Stronger LBO modeling and investment analysis skills

Clear, defensible investment thesis and presentation

Confidence presenting and defending your recommendation


Additional details

Coaching delivered via live sessions.

My coaching style is direct, practical, and tailored to where you need the most improvement. I focus on how investors actually evaluate an opportunity—not just whether your model technically works. I’ll challenge your assumptions, ask the types of questions you should expect in an interview, and give you clear feedback on your model, investment thesis, presentation, and communication. The goal is to help you think like an investor, not just complete the assignment.

Refund Policy

Services included:

Financial Modeling

Investment Evaluation

Private Equity Strategy

Financial Analysis

Technical Interview Prep


Dan B.

Offered by Dan B.

Joined August 2026

Former PE VP | Deal Execution + Board-Level Experience | $250M → $5B Portco

I previously worked as Vice President for a middle-market private equity firm making $50 million equity investments per deal, targeting software and technology companies. Before private equity, I worked in investment banking, representing founders in sell-side M&A transactions.

Experience level: Vice President

$1,250

10h–15h of coaching