LBO Modeling - Self Test Materials and Resources


LBO Modeling Resources

Book recommendation:  Investment Banking: Valuation, Leveraged Buyouts, and Mergers and Acquisitions (Wiley Finance) by Pearl, Joshua and Rosenbaum, Joshua

The items below are available on a CBS password protected site. 

  1. Domtar - Sample Exercise Package for LBO Modeling. 
     
  2. Heinz - PE Fellows LBO Modeling Practice Test
     
  3. Sample Grading Rubric for LBO Modeling Test
     
  4. Download the LBO Technical Note published by the Fellows Program.  Please also review the accompanying short-form LBO model spreadsheet and watch the accompanying LBO Modeling Tutorial Video prepared by members of the 2015 Fellows Program Graduates

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LBO Overview sessions will be held on campus for students:

  • at 11am in URIS 330 and
  • at 3:30 PM in URIS 301

Advising: Students and teams may sign up to meet with PE Program staff for individual advising: