Prepare for your Deloitte PE advisory interview

Deal diligence and transformation for Deloitte Corporate Finance's PE platform.

Socratify AI

The Interview

What Deloitte is looking for

Due Diligence Interview

M&A Due Diligence

01Financial DD

02Operational

03Market

04Risk

Value Creation Interview

Value Planning

01Cost Optimization

02Growth

03Integration

04Exit

Behavioral Interview

Behavioral

01Business Acumen

02Transformation

03Stakeholder

04Analysis

Largest PE platform//Transformation//End-to-end

Practice Library

Deloitte exercises

Ready to ace your Deloitte PE advisory interview?

Prepare for your Deloitte PE advisory interview

Deal diligence and transformation for Deloitte Corporate Finance's PE platform.

Socratify AI

The Interview

What Deloitte is looking for

Due Diligence Interview

M&A Due Diligence

01Financial DD

02Operational

03Market

04Risk

Value Creation Interview

Value Planning

01Cost Optimization

02Growth

03Integration

04Exit

Behavioral Interview

Behavioral

01Business Acumen

02Transformation

03Stakeholder

04Analysis

Largest PE platform//Transformation//End-to-end

How It Works

Master Deloitte PE Advisory Interviews

Diligence and value creation. · Click to expand

1Your Private Equity Goals

LBO Modeling

Practitioner

Value Creation Analysis

Practitioner

2Private Equity Case Prep

Design the 100-day value creation plan for a $400M industrial acquisition with margin...

CASE INTERVIEWHard

Deloitte

3Frameworks

Framework

Is the underlying business attractive and defensible?

What are the growth drivers and market dynamics?

Revenue growth: 12% YoY (vs software industry 18%)

TAM: $50B, penetration 0.3% (significant upside)

How sticky and profitable is the revenue base?

Customer retention: 92% NRR, concentrated: top 10 = 35% revenue

EBITDA margin: 26.7% (mature for stage, expansion possible to 32%)

Can we achieve 25% IRR at entry price and exit assumptions?

Is the entry multiple justified by the business profile?

Entry: 6.0x EBITDA ($240M / $40M) — median for category

Comps: SaaS median 8-12x EBITDA, mature software 5-7x

What exit multiple and timeline support 25% IRR?

Exit assumptions: 8.0x EBITDA at year 5 (growth story), $64M EBITDA

Exit value: $512M (25% CAGR on entry $240M with 4x leverage pay-down)

Can we execute the value creation plan and manage downside?

What is our value creation roadmap?

Organic growth: 12% → 18% via go-to-market investment ($8M yr 1-2)

Margin expansion: 26.7% → 32% EBITDA via platform leverage (ops only, no headcount cuts)

What is the downside if we miss targets?

Stress case: flat growth, 25% EBITDA margin, 5.5x exit = 12% IRR (acceptable downside)

Key risks: customer concentration, competitive pricing, integration with platform

4Feedback

LBO Execution

Distinctive

Value Creation Strategy

Distinctive

Returns Analysis

Strong

Investment Judgment

Strong

Repeat

Practice Library

Deloitte exercises

100-day value creation for $400M industrial with margin pressure.

CASE INTERVIEWHard

Industrials · Post-AcqDeloitte

Operational DD for software acquisition.

LEARNHard

Software · Ops DDDeloitte

$50M synergies. Validate and prioritize.

LEARNMedium

Multi · SynergiesDeloitte

Transformation initiative leadership.

BEHAVIORALMedium

Behavioral · TransformationDeloitte

Quick wins vs. long-term value.

BEHAVIORALMedium

Behavioral · ExecutionDeloitte