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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
Studied at Emory University Goizueta Business School
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.
Services included:
Financial Modeling
Investment Evaluation
Private Equity Strategy
Financial Analysis
Technical Interview Prep
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Get help with LinkedIn Review, Financial Modeling, and .

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.
$1,250
10h–15h of coaching