Master the PE Case Study: LBO Modeling and Investment Presentation
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's included
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.
- 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
Meet your expert
Dan B.
Former PE VP | Deal Execution + Board-Level Experience | $250M → $5B Portco
I’m a former Investment Banker and Private Equity Vice President with experience investing in high-growth software, AI and technology companies, including working on an investment in a company now valued at $5 billion. My PE experience spanned the full investment lifecycle, from sourcing and diligence to financial modeling, deal execution, and portfolio company strategy. My path into private equity wasn’t seamless. I spent close to a year interviewing before breaking in, so I understand firsthand how challenging and frustrating the process can be. Over time, I learned that success goes beyond knowing the technicals—you need to understand how investors think, communicate with conviction, and know what interviewers are actually assessing. I bring experience from both sides of the table and provide direct, practical coaching across IB and PE interviews, technicals, LBOs, case studies, deal discussions, and recruiting strategy.
