How to prepare for a corporate financial advisory M&A 'case interview' at a big four?

Question

Hi,

I have an upcoming case study style interview with one of the big four in the M&A Corporate Financial Advisory team, specialising in life sciences. I can find a lot of resources online for preparation regarding business consulting case interview prep, but I am wondering how best to prepare for a corporate finance role. Likely the interview will involve a sellside case such as reviewing an investment presentation and pitching a company to a potential buyer. If anyone has any advice I would be much appreciative!

Thank you.

Answer 1

For a corporate finance role like this, the preparation will be a bit different from standard consulting case prep. Since the focus is likely on sell-side M&A, it’s important to be comfortable analyzing financial statements and key metrics like EBITDA, revenue growth, and valuation multiples, as these are central to valuing a company. You should also practice pitching, focusing on how to articulate a company’s strengths—like market position, growth potential, and potential synergies for a buyer.

Given the specialization in life sciences, take some time to research industry trends, such as regulatory challenges or areas of innovation, so you can tailor your analysis. It’s also a good idea to review investment presentations and think about how you’d critique and improve them. Finally, practice presenting your ideas clearly and confidently, as strong communication is key in client-facing roles. Looking at some case studies in the life sciences sector might also help you understand what buyers typically focus on. Good luck!

Answer 2

My last interview was also called a case interview and was one in the sense that I was presented with a business situ... (read entire answer)

My last interview was also called a case interview and was one in the sense that I was presented with a business situation and had to make suggestions for action based on this i... (read entire answer)

Answer 3

Having worked in both consulting and finance, I’d say the main difference is the focus. In consulting, it’s about big... (read entire answer)

Having worked in both consulting and finance, I’d say the main difference is the focus. In consulting, it’s about big-picture problem-solving, like helping a client expand into... (read entire answer)