Hi,
Can somebody recommend a reference to a handy math guide for PE cases, explaining financial metrics like DCF, NPV, ROI, PP useful for financial decision making ?
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Math Concepts for PE cases
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Hi,
In addition to Andi's resource, I want to add a couple of points regarding PE cases, based on my experience specializing in PE work as well as interviewing candidates for BCG's PE practice area.
Many PE cases are investment type questions, which are based on Commercial Due Diligence (CDD) type cases on the job. In CDD - financial metrics are important to quantify the upside / returns, but are typically only the last thing we would do on the case.
What is infinitely more important is the business logic and critical thinking that will get you to the assumptions and drivers to actually fill in the numbers for the NPV, ROI etc.
So don't forget to work on your core problem solving skills → this will help you get to a much better answer than just knowing math concepts itself.
All the best!
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Hi there,
I created a cheatsheet that covers all the key Accounting & Finance concepts - feel free to reach out.
Regards, Andi
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Hi there,
Feel free to reach out and I can share a resource I usually make availablet to my candidates.
It presents the most typical terms that you'll come across in cases.
Best,
Cristian
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Hello,
I’d check out WallStreetOasis and WallStreetPrep for some resources like that.
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I love rocketblocks!
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Hello!
After +5 years of candidate coaching and university teaching, and after having seen hundreds of cases, I realized that the economic-related knowledge needed to master case interviews is not much, and not complex. However, you need to know where to focus! Hence, I created the guide that I wish I could have had, summarizing the most important economic and financial concepts needed to solve consulting cases, combining key concepts theorical reviews and a hands-on methodology with examples and ad-hoc practice cases.
It focuses on 4 core topics, divided in chapters (each of them ranked in scale of importance, to help you maximize your time in short preparations):
· Economic concepts: Profitability equation, Break even, Valuation methods (economic, market and asset), Payback period, NPV and IRR, + 3 practice cases to put it all together in a practical way.
· Financial concepts: Balance sheet, Income statement/P&L and Performance ratios (based on sales and based on investment), +1 practice case
· Market structure & pricing: Market types, Perfect competition markets (demand and supply), Willingness to pay, Pricing approaches, Market segmentation and Price elasticity of demand, +1 practice case
· Marketing and Customer Acquisition: Sales funnel, Key marketing metrics (CAC and CLV) and Churn, +1 practice case
Feel free to PM me for disccount codes for the guide, and I hope it helps you rock your interviews!
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