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


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: