Prepare for your Morgan Stanley investment banking interview

M&A structuring, valuation analysis, and deal economics cases tailored to Morgan Stanley's emphasis on rigor and creativity.

Socratify AI

The Interview

What Morgan Stanley is looking for

M&A Case Interview

M&A Transaction Analysis

01Deal Structure Creativity

02Financial Modeling Precision

03Synergy Quantification

04Valuation Approaches

Behavioral Interview

01Grit & Resilience

02Analytical Depth

03Communication Clarity

04Team Collaboration

Emphasis on creative deal structures//Strong M&A and advisory franchise//Values intellectual rigor and grit

Practice Library

Morgan Stanley exercises

Ready to ace your Morgan Stanley investment banking interview?

Prepare for your Morgan Stanley investment banking interview

M&A structuring, valuation analysis, and deal economics cases tailored to Morgan Stanley's emphasis on rigor and creativity.

Socratify AI

The Interview

What Morgan Stanley is looking for

M&A Case Interview

M&A Transaction Analysis

01Deal Structure Creativity

02Financial Modeling Precision

03Synergy Quantification

04Valuation Approaches

Behavioral Interview

01Grit & Resilience

02Analytical Depth

03Communication Clarity

04Team Collaboration

Emphasis on creative deal structures//Strong M&A and advisory franchise//Values intellectual rigor and grit

How It Works

Master Morgan Stanley IB Interviews

M&A deal cases with a focus on structuring creativity, evaluated on Morgan Stanley's standards for rigor and problem-solving. · Click to expand

1Your Investment Banking Goals

M&A Analysis

Practitioner

Valuation Frameworks

Practitioner

2Investment Banking Case Prep

Your client is a $5B consumer products company considering a leveraged recapitalization....

CASE INTERVIEWHard

Morgan Stanley

3Frameworks

Framework

Is this acquisition strategically accretive to our client?

What is the combined market opportunity post-merger?

Combined TAM: $45B, growing 18% YoY (vs industry 12%)

Buyer + Target combined market share: 15% (fragmented market)

What revenue and cost synergies can we realistically achieve?

Revenue synergies: $120M from cross-sell + upsell (18-month payoff)

Cost synergies: $45M annually from G&A and R&D consolidation

Are the financial metrics attractive?

Is the purchase price justified by the target's fundamentals?

Target valuation: $500M at 2.5x revenue multiple (vs buyer 6x)

Target EBITDA margin: 28% (vs buyer 35%)

What is the deal payback period including synergies?

Payback: 2.8 years at $50M annual synergies (post-integration costs)

Can we execute the integration successfully?

What are the key integration risks?

Technical debt: Target's legacy platform requires $40M engineering investment

Customer churn risk: 15% historical churn post-acquisition in category

Do we have the talent and bandwidth to integrate?

Integration team: 18 FTE, 18-month timeline (vs buyer's 3 prior deals)

4Feedback

Transaction Structure

Distinctive

Valuation Rigor

Distinctive

Deal Economics

Strong

Communicating Recommendations

Strong

Repeat

Practice Library

Morgan Stanley exercises

Your client is a $5B consumer products company considering a leveraged recapitalization....

CASE INTERVIEWHard

Consumer Products · Leveraged RecapitalizationMorgan Stanley

Analyze a cross-border M&A deal: tax implications, FX considerations, and integration...

LEARNHard

Multi-Sector · Cross-Border M&AMorgan Stanley

Walk me through how you would pitch this deal to the client's board of directors.

LEARNHard

Multi-Sector · Client PresentationMorgan Stanley

Tell me about a time you had to maintain composure under extreme pressure.

BEHAVIORALMedium

Behavioral · Grit & ResilienceMorgan Stanley

Describe a situation where you had to break down a complex problem into manageable pieces.

BEHAVIORALMedium

Behavioral · Analytical ThinkingMorgan Stanley