2 Hour 3-Statement LBO Case Study – Private Equity – Built from Scratch

Watch me build a 3-statement LBO model from scratch. Great practice and review for private equity case study interviews!

About me: My name is Josh Jia have 8 years of investment banking and private equity experience. Since founding Finance Interview Coach, I have helped place over 100 people in finance related roles at top banks like Goldman Sachs, Morgan Stanley, and JP Morgan, as well as top PE firms like Apollo, Onex, and Blackstone.

We also provide interview coaching for corporate development, equity research, hedge funds, venture capital, corporate / commercial banking, private debt, and FP&A.

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About Apex Advisory: Apex Advisory specializes in advising companies, venture capital funds, and private equity firms. Consultation services include financial modeling, investment memorandums, due diligence, strategy, and data science. Please visit for more information.


  1. A couple of questions:
    1) Should the Minimum cash amount be included under "Uses" given that should be the minimum operating cash needed to operate the business and therefore included
    2) Why is OID not included as part of the Uses?
    3) How come the existing cash is not used to net off the refinanced debt portion?

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