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)