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Hi [USER=32270]@CHLTC[/USER] I really empathize with your struggles, as case studies/written tasks were always the hardest part of ACs for me as well. I don't think there is a specific method you can prepare, since as you mentioned, they come in a wide variety of formats. In my view, the only way to prepare is by developing the underlying skills every case study will seek to test: time-management and work under pressure, clarity of writing and structure, commercial awareness and analysis, ability to digest large amounts of information, etc.


To do that, I think it is useful to both practice actual case studies and to read more widely about the commercial matters that might be relevant for them. A particularly helpful resource for me was the course offered by TCLA on the matter (which you can find here). It includes a number of mock PE and M&A case studies, recordings of two hour long sessions explaining how to think through written/interview style M&A case studies, and a number of questions that are analyzed in depth by the TCLA team. To link a few useful free resources on TCLA:

  • An amazing guide for M&A case studies by [USER=5063]@Jacob Miller[/USER], which includes both a mock case study and a model answer with detailed explanations of how you should think through the materials (which you can find here).
  • A mock written case study offered by TCLA here.
  • An excellent article written by [USER=1]@Jaysen[/USER] Sutton, which explains the process, types, structures, and general terms of an M&A transaction (which you can find here).
  • A glossary of M&A terms by [USER=36740]@Amma Usman[/USER] here.

Besides these, I have also found a few external resources you may want to take a look at:

Finally, I quoted bellow a recent post I wrote which I think you could find useful - it includes my top tips for any written task:


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