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Case Studies

Investment Banking, Private Equity, Growth Equity, Venture Capital & Hedge Fund Case Studies

Work through 100+ full case studies in the format banks and buyside firms actually use. Every one includes the prompt, the supporting materials and an audio walkthrough; most also ship a complete answer deck and a tied-out Excel model, and each case says on its own card exactly what it ships.

Investment Banking

Live case studies and modeling tests drawn from real sell-side, buy-side, financing and restructuring mandates.

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19 case groups

Free

Project Meridian — Special Committee Take-Private

Sell-Side M&A / Special Committee

300 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Qatalyst Partners
View Case Study
Diamond

Project Ashgrove — Accretion/Dilution Test

Accretion/Dilution Modeling Test

30 minIntermediate
Excel Model
Modeled after BofA Securities
View Case Study
Diamond

Project Alderpoint — Sell-Side Process Launch

Sell-Side M&A / Process Launch

120 minIntermediate
Answer DeckExcel Model
Modeled after Goldman Sachs
View Case Study
Diamond

Project Dunmore — Fairness Opinion

Fairness Opinion / Board Materials

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Barclays
View Case Study
Diamond

Project Harrowgate — Merger of Equals

Merger of Equals

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Perella Weinberg Partners
View Case Study
Diamond

Project Quillon — Full Merger Model & Competing Bid

Full Merger Model

90 minAdvanced
Excel Model
Modeled after BofA Securities
View Case Study
Diamond

Project Calderwood — Buy-Side Target Screen

Buy-Side M&A / Target Review

30 minIntermediate
Excel Model
Modeled after Morgan Stanley
View Case Study
Diamond

Project Ravenwood — Founder Sale, Buyer Selection

M&A Qualitative / Sell-Side

30 minAdvanced
Excel Model
Modeled after Moelis & Company
View Case Study
Diamond

Project Brightmoor — Final Bid Evaluation

Sell-Side M&A / Final Bid Evaluation

90 minAdvanced
Answer DeckExcel ModelMemo
Modeled after J.P. Morgan
View Case Study
Diamond

Project Elmscroft — Strategic Alternatives Review

Strategic Alternatives Review

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after LionTree
View Case Study
Diamond

Project Foxglove — Controlling-Shareholder Squeeze-Out

Controlling-Shareholder Squeeze-Out

120 minAdvanced
Answer DeckExcel Model
Modeled after Lazard
View Case Study
Diamond

Project Umberline — Segment Carve-Out

Carve-Out / Divestiture

120 minAdvanced
Answer DeckExcel ModelCIM
Modeled after Evercore
View Case Study
Diamond

Project Ironvale — Run-Off Valuation & Management Buyout

Fairness Opinion / Management Buyout

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Lazard
View Case Study
Diamond

Project Wexbury — Sponsor Ability-to-Pay

Ability-to-Pay Analysis

90 minAdvanced
Answer DeckExcel Model
Modeled after UBS
View Case Study
Diamond

Project Marlowe — Dual-Track: IPO vs. Sale

Dual-Track Exit Analysis

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Morgan Stanley
View Case Study
Diamond

Project Orrington — Public-to-Private Feasibility

Take-Private Feasibility / Sponsor Client

120 minAdvanced
Answer DeckExcel Model
Modeled after Barclays
View Case Study
Diamond

Project Nettlebed — Sponsor-to-Sponsor Secondary Buyout

Secondary Buyout / Ability-to-Pay

90 minIntermediate
Answer DeckExcel Model
Modeled after Jefferies
View Case Study
Diamond

Project Saltmarsh — IPO Readiness & Pricing

Equity Capital Markets / IPO

120 minIntermediate
Answer DeckExcel Model
View Case Study
Diamond

Project Rushmere — Consideration Structuring & Collars

Equity Capital Markets / Deal Structuring

90 minAdvanced
Answer DeckExcel Model
Modeled after Goldman Sachs
View Case Study
Diamond

Project Pemberly — Investment Grade Bond Issuance

Debt Capital Markets / IG Issuance

90 minIntermediate
Answer DeckExcel Model
Modeled after J.P. Morgan
View Case Study
Diamond

Project Quarrystone — Refinancing & Capital Structure Review

Debt Capital Markets / Refinancing

90 minIntermediate
Answer DeckExcel Model
Modeled after Moelis & Company
View Case Study
Diamond

Project Doverline — Debt vs. Equity for a Capex Program

Financing Decision / Capital Structure

60 minAdvanced
Excel Model
View Case Study
Diamond

Project Tarnbrook — LBO Financing Feasibility

Leveraged Finance / Financing Feasibility

90 minAdvanced
Answer DeckExcel Model
Modeled after Deutsche Bank
View Case Study
Diamond

Project Uplands — Dividend Recapitalization

Leveraged Finance / Dividend Recap

90 minAdvanced
Answer DeckExcel Model
Modeled after Deutsche Bank
View Case Study
Diamond

Project Eastgate — Liability Management Exercise

Liability Management / Restructuring

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Evercore
View Case Study
Diamond

Project Fernwood — Distressed Exchange Counterproposal

Distressed Exchange

90 minAdvanced
Answer DeckMemo
Modeled after Evercore
View Case Study
Diamond

Project Glenmoor — 13-Week Cash Flow & Financeability

Liquidity Forecast / Financeability Review

90 minIntermediate
Excel ModelMemo
Modeled after Houlihan Lokey
View Case Study
Diamond

Project Hollowbrook — Recovery Analysis & Liquidation Waterfall

Recovery Analysis / Chapter 7 Comparison

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Houlihan Lokey
View Case Study
Diamond

Project Inglemoor — Chapter 11 Cleansing Materials

Chapter 11 Cleansing Materials

90 minAdvanced
Answer DeckMemo
Modeled after PJT Partners
View Case Study
Diamond

Project Jarrowfield — Section 363 Asset Sale

Distressed M&A / 363 Sale

90 minAdvanced
Answer DeckCIMMemo
Modeled after PJT Partners
View Case Study
Diamond

Project Kirkstall — Emergence Capital Structure

Chapter 11 Emergence / Exit Financing

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Centerview Partners
View Case Study
Diamond

Project Larchmont — Covenant Compliance & Equity Cure

Covenant Analysis / Dual-Track Restructuring

90 minAdvanced
Answer DeckExcel Model
Modeled after Moelis & Company
View Case Study
Diamond

Project Brackenhill — GP-Led Continuation Vehicle

Private Capital Advisory / GP-Led Secondary

120 minAdvanced
Answer DeckMemo
Modeled after Moelis & Company
View Case Study
Diamond

Project Thornbury — Activist Campaign Response

Shareholder Advisory / Activist Defense

90 minIntermediate
Answer DeckMemo
Modeled after Perella Weinberg Partners
View Case Study
Diamond

Project Stonebrook — Unsolicited Approach & Defense

Takeover Defense / Board Materials

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Goldman Sachs
View Case Study
Diamond

Kelvingate — Sponsor Portfolio & Position Review

Sponsor Client Portfolio Review

90 minIntermediate
Answer DeckMemo
Modeled after Kroll
View Case Study
Diamond

Project Sandalwood — Sponsor Capacity & Sources of Funding

Financial Sponsors / Buyer Capacity Screen

90 minIntermediate
Answer DeckExcel Model
Modeled after UBS
View Case Study
Diamond

Project Wickfield — Whole-Business Securitization

Structured Finance / Whole-Business Securitization

120 minAdvanced
Answer DeckExcel Model
View Case Study
Diamond

Project Yarnton — Cross-Currency Hedging Program

Corporate Derivatives / FX Risk Management

90 minIntermediate
Answer DeckExcel Model
View Case Study
Diamond

Project Ashcombe — Rate Hedging & Accelerated Buyback

Corporate Derivatives / Rate & Equity Derivatives

90 minAdvanced
Answer DeckExcel Model
View Case Study
Diamond

Project Ottermere — E&P Net Asset Value

Energy / E&P Net Asset Value

120 minAdvanced
Answer DeckExcel Model
Modeled after Evercore
View Case Study
Diamond

Project Pennmoor — Midstream Buy-In & Yield Capitalization

Energy / Midstream MLP Buy-In

120 minAdvanced
Answer DeckExcel Model
Modeled after Barclays
View Case Study
Diamond

Project Quennell — Solar Take-Private & Sum-of-the-Parts

Renewables / Cross-Border Take-Private

120 minAdvanced
Answer DeckExcel Model
Modeled after Citi
View Case Study
Diamond

Project Blackfern — Mining Net Asset Value

Natural Resources / Mining Valuation

120 minAdvanced
Answer DeckExcel Model
View Case Study
Diamond

Project Brentmoor — Aircraft Lessor Valuation

Transportation Finance / Strategic Alternatives

120 minAdvanced
Answer DeckExcel Model
Modeled after Citi
View Case Study
Diamond

Project Havermore — Availability-Payment Concession

Infrastructure / Concession Financing

120 minAdvanced
Answer DeckExcel ModelMemo
View Case Study
Diamond

Project Drumlin — Lodging Asset-Level Valuation

Real Estate & Lodging / Strategic Alternatives

120 minAdvanced
Answer DeckExcel Model
Modeled after Morgan Stanley
View Case Study
Diamond

Project Eskmont — Casino Resort Take-Private

Gaming & Lodging / Special Committee Take-Private

150 minAdvanced
Answer DeckExcel Model
Modeled after J.P. Morgan
View Case Study
Diamond

Project Talara — Dissolution vs. Cash Tender

Healthcare / Biotech Strategic Alternatives

90 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Leerink Partners
View Case Study
Diamond

Project Uplandcare — Biopharma Strategic Alternatives

Healthcare / Biopharma Strategic Alternatives

90 minIntermediate
Answer DeckMemo
Modeled after Leerink Partners
View Case Study
Diamond

Project Vantrell — Healthcare IT Valuation

Healthcare IT / Special Committee Valuation

120 minAdvanced
Answer DeckExcel Model
Modeled after Qatalyst Partners
View Case Study
Diamond

Project Elmore — Technology Hardware Strategic Alternatives

Technology Hardware / Strategic Alternatives

150 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Goldman Sachs
View Case Study
Diamond

Project Fernpath — Software Valuation & Growth Regression

Software / Sell-Side Valuation

120 minAdvanced
Answer DeckExcel Model
Modeled after Goldman Sachs
View Case Study
Diamond

Project Giantsford — Online Gaming Cross-Border Fairness

Internet / Cross-Border Going-Private Fairness

120 minAdvanced
Answer DeckExcel Model
Modeled after Kroll
View Case Study
Diamond

Project Hallowell — Consumer Subscription Valuation

Consumer Internet / Sell-Side Valuation

120 minAdvanced
Answer DeckExcel Model
Modeled after Qatalyst Partners
View Case Study
Diamond

Project Wyndmere — Spectrum Valuation & Minority Squeeze-Out

Telecom / Spectrum Squeeze-Out

120 minAdvanced
Answer DeckExcel Model
Modeled after Centerview Partners
View Case Study
Diamond

Project Aurendale — Premium Network Valuation

Media / Premium Networks Board Materials

120 minAdvanced
Answer DeckExcel Model
Modeled after LionTree
View Case Study
Diamond

Project Corranmore — Out-of-Home Advertising Fairness Opinion

Media / Cross-Border Going-Private Fairness

90 minIntermediate
Answer DeckExcel Model
Modeled after Kroll
View Case Study
Diamond

Project Quailridge — Insurer Dividend Discount Valuation

FIG / Insurance Take-Private

120 minAdvanced
Answer DeckExcel Model
Modeled after Deutsche Bank
View Case Study
Diamond

Project Rothwell — Up-C Structure & Tax Receivable Agreement

FIG / Wealth Management Fairness Opinion

120 minAdvanced
Answer DeckExcel ModelMemo
Modeled after Jefferies
View Case Study
Diamond

Project Marchmont — Specialty Retail Take-Private

Consumer & Retail / Special Committee

120 minAdvanced
Answer DeckExcel Model
Modeled after Perella Weinberg Partners
View Case Study
Diamond

Project Alderwood — Specialty Chemicals Take-Private

Industrials / Chemicals Special Committee

120 minAdvanced
Answer DeckExcel Model
Modeled after Evercore
View Case Study

Private Equity

On-cycle and off-cycle modeling tests, paper LBOs and investment committee memos in the format buyside firms actually use.

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3 case groups

Free Trial

Project Tallowfield — 10-Minute Verbal Paper LBO

Paper LBO

10 minFoundational
Excel Model
Modeled after KKR
View Case Study
Diamond

Project Nettleford — 15-Minute Paper LBO

Paper LBO

15 minFoundational
Excel Model
Modeled after Warburg Pincus
View Case Study
Diamond

Project Cardinal — Paper LBO with a Cash Sweep

Paper LBO

30 minIntermediate
Excel Model
Modeled after TPG
View Case Study
Diamond

Project Priorsgate — Paper LBO on a Forward Multiple

Paper LBO

30 minIntermediate
Excel Model
Modeled after KKR
View Case Study
Diamond

Project Verrick — Paper LBO with Rollover

Paper LBO

30 minIntermediate
Excel Model
Modeled after Blackstone
View Case Study
Diamond

Project Ozric — Inverted Paper LBO: What Would You Pay?

Paper LBO / Ability-to-Pay

20 minIntermediate
Excel Model
Modeled after Moelis & Company
View Case Study
Diamond

Project Iceford — 30-Minute Quick LBO

Quick LBO Modeling Test

30 minIntermediate
Excel Model
Modeled after TPG
View Case Study
Diamond

Project Brentwold — 45-Minute Basic LBO

Basic LBO Modeling Test

45 minIntermediate
Excel Model
Modeled after Warburg Pincus
View Case Study
Diamond

Project Halverston — 2-Hour Full LBO

Full LBO Modeling Test

120 minAdvanced
Excel Model
Modeled after Fortress Investment Group
View Case Study
Diamond

Project Caldbeck — 60-Minute Take-Private LBO

Basic LBO Modeling Test

60 minIntermediate
Excel ModelMemo
Modeled after KKR
View Case Study
Diamond

Project Marridge — 2-Hour From-Blank: 3-Statement, DCF & LBO

Full Modeling Test (3-Statement + DCF + LBO)

120 minAdvanced
Excel Model
Modeled after KKR
View Case Study
Diamond

Project Oakstead — 3-Hour Full LBO with an IPO Exit

Full LBO Modeling Test

180 minAdvanced
Excel ModelMemo
Modeled after Warburg Pincus
View Case Study
Diamond

Project Pellworth — Operating-Case LBO & Returns Attribution

Operating-Case LBO with Returns Attribution

150 minAdvanced
Excel ModelMemo
Modeled after Blackstone
View Case Study
Diamond

Project Rennick — Software LBO with No Multiple Expansion

Operating-Case LBO with Returns Attribution

180 minAdvanced
Excel ModelMemo
View Case Study
Diamond

Project Southmoor — Healthcare LBO with a Reimbursement Downside

Operating-Case LBO with Returns Attribution

180 minAdvanced
Excel ModelMemo
View Case Study
Diamond

Project Thackerly — Industrial LBO with Volume/Price Decomposition

Operating-Case LBO with Returns Attribution

180 minAdvanced
Excel ModelMemo
View Case Study
Diamond

Project Hollington — Quick Look Memo

Investment Committee Memo (Quick Look)

180 minAdvanced
MemoExcel Model
Modeled after TPG
View Case Study
Diamond

Project Grayling — 105-Minute Case Study & One-Page Memo

Timed In-Office Case Study + IC Memo

105 minAdvanced
Excel ModelMemo
Modeled after TPG
View Case Study
Diamond

Project Shorewell — Take-Home from a 10-K

Take-Home Case Study + IC Memo

180 minAdvanced
MemoExcel Model
Modeled after KKR
View Case Study
Diamond

Project Elverton — Investment Memo from a CIM

Investment Committee Memo

240 minAdvanced
MemoExcel ModelCIM
Modeled after Warburg Pincus
View Case Study
Diamond

Project Farnworth — Corporate Carve-Out IC Memo

Investment Committee Memo (Carve-Out)

240 minAdvanced
MemoExcel Model
Modeled after Fortress Investment Group
View Case Study
Diamond

Project Glassmere — Secondary Buyout IC Memo

Investment Committee Memo (Secondary Buyout)

180 minAdvanced
MemoExcel Model
Modeled after Blackstone
View Case Study
Diamond

Project Ravensmoor — Distressed-for-Control IC Memo

Investment Committee Memo (Distressed-for-Control)

240 minAdvanced
MemoExcel Model
View Case Study

Venture & Growth

Open-ended investment exercises and growth equity underwrites in the format venture and growth funds actually send: form a view, price the round or the structure, and defend a recommendation.

View all

Modeled after 2 firms

3 case groups

Diamond

Harvestly — Long-Term Margins & Valuation

Venture Investment Exercise

480 minAdvanced
MemoExcel Model
Modeled after Greenoaks
View Case Study
Diamond

Quarrow — B2B Marketplace Investment Exercise

Venture Investment Exercise

480 minAdvanced
MemoExcel Model
Modeled after Greenoaks
View Case Study
Diamond

Sablewick — AI Inference Infrastructure Exercise

Venture Investment Exercise

480 minAdvanced
MemoExcel Model
Modeled after Greenoaks
View Case Study
Diamond

Brindlemoor — Consumer Subscription Exercise

Venture Investment Exercise

480 minAdvanced
MemoExcel Model
Modeled after Greenoaks
View Case Study
Diamond

Pellinore — Embedded Payments Exercise

Venture Investment Exercise

480 minAdvanced
MemoExcel Model
Modeled after Greenoaks
View Case Study
Diamond

Oakmarrow — Developer Platform Exercise

Venture Investment Exercise

480 minAdvanced
MemoExcel Model
Modeled after Greenoaks
View Case Study
Diamond

Kestrel AI — Series C at $5B

Venture Investment Memo

480 minAdvanced
Memo
Modeled after Spark Capital
View Case Study
Diamond

Wrenfield — Series A at $80M

Venture Investment Memo

360 minIntermediate
Memo
Modeled after Spark Capital
View Case Study
Diamond

Thornbeck — Series B at $450M

Venture Investment Memo

420 minAdvanced
Memo
Modeled after Spark Capital
View Case Study
Diamond

Calderfield — Series D Pre-IPO Crossover at $3.2B

Venture Investment Memo

420 minAdvanced
Memo
Modeled after Spark Capital
View Case Study
Diamond

Ashvale — Down Round or Structure?

Venture Investment Memo

360 minAdvanced
Memo
Modeled after Spark Capital
View Case Study
Diamond

Brackleigh — Pro Rata or Pass?

Venture Investment Memo

300 minIntermediate
Memo
View Case Study
Diamond

Project Norbury — 3-Statement Model with Growth Equity Returns

3-Statement Model + Growth Equity Returns

60 minIntermediate
Excel ModelMemo
View Case Study
Diamond

Project Lindenmere — Vertical SaaS Minority Investment

Growth Equity Minority Investment

180 minAdvanced
MemoExcel Model
View Case Study
Diamond

Project Tarnwell — Consumer Subscription Growth Investment

Growth Equity Minority Investment

180 minAdvanced
MemoExcel Model
View Case Study
1 Case

Balyasny Asset Management

Balyasny Asset Management Hedge Fund Case Study

Hedge Fund

Modeled after Balyasny Asset Management. Companies and figures are our own; we are not affiliated with or endorsed by Balyasny Asset Management.

View Case Studies
3 Cases

Barclays

Barclays M&A Case Study

M&ALBOEnergy & Power

Modeled after Barclays. Companies and figures are our own; we are not affiliated with or endorsed by Barclays.

View Case Studies
3 Cases

Blackstone

Blackstone Private Equity Case Study

Private Equity

Modeled after Blackstone. Companies and figures are our own; we are not affiliated with or endorsed by Blackstone.

View Case Studies
2 Cases

BofA Securities

Bank of America M&A Case Study

M&A

Modeled after BofA Securities. Companies and figures are our own; we are not affiliated with or endorsed by BofA Securities.

View Case Studies
2 Cases

Centerview Partners

Centerview Restructuring Case Study

RestructuringMedia & Telecom

Modeled after Centerview Partners. Companies and figures are our own; we are not affiliated with or endorsed by Centerview Partners.

View Case Studies
1 Case

Citadel

Citadel Hedge Fund Case Study

Hedge Fund

Modeled after Citadel. Companies and figures are our own; we are not affiliated with or endorsed by Citadel.

View Case Studies
2 Cases

Citi

Citi Energy & Power Case Study

Energy & PowerReal Assets

Modeled after Citi. Companies and figures are our own; we are not affiliated with or endorsed by Citi.

View Case Studies
3 Cases

Deutsche Bank

Deutsche Bank Leveraged Finance Case Study

Leveraged FinanceFinancial Institutions

Modeled after Deutsche Bank. Companies and figures are our own; we are not affiliated with or endorsed by Deutsche Bank.

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1 Case

Dodge & Cox

Dodge & Cox Hedge Fund Case Study

Hedge Fund

Modeled after Dodge & Cox. Companies and figures are our own; we are not affiliated with or endorsed by Dodge & Cox.

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5 Cases

Evercore

Evercore M&A Case Study

M&ARestructuringEnergy & PowerIndustrials

Modeled after Evercore. Companies and figures are our own; we are not affiliated with or endorsed by Evercore.

View Case Studies
2 Cases

Fortress Investment Group

Fortress Investment Group Private Equity Case Study

Private Equity

Modeled after Fortress Investment Group. Companies and figures are our own; we are not affiliated with or endorsed by Fortress Investment Group.

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5 Cases

Goldman Sachs

Goldman Sachs M&A Case Study

M&AEquity Capital MarketsShareholder AdvisoryTechnology

Modeled after Goldman Sachs. Companies and figures are our own; we are not affiliated with or endorsed by Goldman Sachs.

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6 Cases

Greenoaks

Greenoaks Growth Equity Case Study

Growth Equity

Modeled after Greenoaks. Companies and figures are our own; we are not affiliated with or endorsed by Greenoaks.

View Case Studies
2 Cases

Houlihan Lokey

Houlihan Lokey Restructuring Case Study

Restructuring

Modeled after Houlihan Lokey. Companies and figures are our own; we are not affiliated with or endorsed by Houlihan Lokey.

View Case Studies
3 Cases

J.P. Morgan

JP Morgan M&A Case Study

M&ADebt Capital MarketsReal Assets

Modeled after J.P. Morgan. Companies and figures are our own; we are not affiliated with or endorsed by J.P. Morgan.

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2 Cases

Jefferies

Jefferies LBO Case Study

LBOFinancial Institutions

Modeled after Jefferies. Companies and figures are our own; we are not affiliated with or endorsed by Jefferies.

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5 Cases

KKR

KKR Private Equity Case Study

Private Equity

Modeled after KKR. Companies and figures are our own; we are not affiliated with or endorsed by KKR.

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3 Cases

Kroll

Kroll Financial Sponsors Case Study

Financial SponsorsTechnologyMedia & Telecom

Modeled after Kroll. Companies and figures are our own; we are not affiliated with or endorsed by Kroll.

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2 Cases

Lazard

Lazard M&A Case Study

M&A

Modeled after Lazard. Companies and figures are our own; we are not affiliated with or endorsed by Lazard.

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2 Cases

Leerink Partners

Leerink Partners Healthcare Case Study

Healthcare

Modeled after Leerink Partners. Companies and figures are our own; we are not affiliated with or endorsed by Leerink Partners.

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2 Cases

LionTree

LionTree M&A Case Study

M&AMedia & Telecom

Modeled after LionTree. Companies and figures are our own; we are not affiliated with or endorsed by LionTree.

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5 Cases

Moelis & Company

Moelis M&A Case Study

M&ADebt Capital MarketsRestructuringPrivate Capital AdvisoryPrivate Equity

Modeled after Moelis & Company. Companies and figures are our own; we are not affiliated with or endorsed by Moelis & Company.

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3 Cases

Morgan Stanley

Morgan Stanley M&A Case Study

M&ALBOReal Assets

Modeled after Morgan Stanley. Companies and figures are our own; we are not affiliated with or endorsed by Morgan Stanley.

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3 Cases

Perella Weinberg Partners

Perella Weinberg M&A Case Study

M&AShareholder AdvisoryConsumer & Retail

Modeled after Perella Weinberg Partners. Companies and figures are our own; we are not affiliated with or endorsed by Perella Weinberg Partners.

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2 Cases

PJT Partners

PJT Restructuring Case Study

Restructuring

Modeled after PJT Partners. Companies and figures are our own; we are not affiliated with or endorsed by PJT Partners.

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3 Cases

Qatalyst Partners

Qatalyst M&A Case Study

M&AHealthcareTechnology

Modeled after Qatalyst Partners. Companies and figures are our own; we are not affiliated with or endorsed by Qatalyst Partners.

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5 Cases

Spark Capital

Spark Capital Venture Capital Case Study

Venture Capital

Modeled after Spark Capital. Companies and figures are our own; we are not affiliated with or endorsed by Spark Capital.

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4 Cases

TPG

TPG Private Equity Case Study

Private Equity

Modeled after TPG. Companies and figures are our own; we are not affiliated with or endorsed by TPG.

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2 Cases

UBS

UBS LBO Case Study

LBOFinancial Sponsors

Modeled after UBS. Companies and figures are our own; we are not affiliated with or endorsed by UBS.

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4 Cases

Warburg Pincus

Warburg Pincus Private Equity Case Study

Private Equity

Modeled after Warburg Pincus. Companies and figures are our own; we are not affiliated with or endorsed by Warburg Pincus.

View Case Studies

Investment Banking, Private Equity, Growth Equity, Venture Capital & Hedge Fund Case Studies

Case Practice That Looks Like the Job

Most case prep stops at a prompt and a paragraph of guidance. Each case here gives you the same materials a real process would hand you, a hard time limit, and then a complete model answer to grade yourself against — the deck, the memo and the Excel model, built the way a banker would actually build them.

100+
Case Studies
4
Tracks
28
Case Groups
4
Assets per Case

Real Time Limits

Every case carries the time limit a real assessment would give you, from a 30-minute paper LBO to a 90-minute special committee deck.

Complete Model Answers

Read the full answer deck and memo in-page, page by page, so you can see exactly how the analysis is laid out and how the recommendation is defended.

Tied-Out Excel Models

Every model is linked and tied out end to end. Diamond members can download the .xlsx and .pptx and rebuild the model from scratch.

Audio Walkthroughs

Each case comes with a conversational walkthrough of how to approach it under time pressure — where to start, what to cut, and what the interviewer is really testing.

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umich.edu
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smu.edu
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umich.edu
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babson.edu
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ufl.edu
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umich.edu
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uchicago.edu
Pro Tier

I’m doing public equities this summer and next. I know the name is “IB Vine” but at the undergrad level a lot of the technicals across public equities are the same as investment banking. I recommend your software to all my friends!

Piper Sandler

cmc.edu
Pro Tier

I loved this site! 1000% this is the best resource I used in the process.

Lazard

amherst.edu
Diamond Tier

This was the greatest tool ever. I genuinely enjoyed running through the technicals/behaviorals and it was very helpful!

Houlihan Lokey

wustl.edu
Diamond Tier

IB Vine was the most helpful resource I had during recruiting. I will continue to promote it to other students at WashU and elsewhere.

Jefferies

georgetown.edu
Diamond Tier

Awesome product, helped me crush my technicals in my interviews and land a great role. Thank you, seriously was a huge help.

Morgan Stanley

wharton.upenn.edu
Diamond Tier

Very helpful to get real-life questions unlike the 400 guide, especially for merger math. Built deeper understanding of key concepts.

Houlihan Lokey

princeton.edu
Diamond Tier

Extremely helpful study tool that carried me through the recruitment process from start to end.

Evercore

uchicago.edu
Diamond Tier

You guys are doing great work over there with IB Vine. Absolute staple for interview prep.

Rothschild

colorado.edu
Diamond Tier

IB Vine was incredibly helpful and I am forever thankful for all the help.

RBC

oberlin.edu
Diamond Tier

IB Mock was amazing - I used it for multiple hours. Also the flashcards and the lessons features on IB Vine were fantastic. Thank you!

Dragoneer

queensu.ca
Diamond Tier

IB Vine is such a great platform, really impressive. There is so much value in this. The audio podcasts / mock interview library are pretty incredible.

Case Study Preparation

Explore All Case Studies

100+ case studies, each with the full prompt, supporting materials and an audio walkthrough; most also ship a model answer deck and a tied-out Excel model.

Every case has a public page like this one. The member library is the signed-in index members work through.