LMM PE Firm: Data Analysis Case + Solution (Project Green)

The Project Green: Case Study is intended to be a multi-day exercise utilizing the provided instructions and customer data. The case study reflects the format and level of difficulty that has been given by an actual private equity firm. Please note that completed analysis is included for your benefit, but please work to complete on your own before checking the solution.

Firm Overview

Type: Lower Middle Market Private Equity Firm

Latest Fund Size: ~$900M

Industry Focus: Business Services and Technology-Enabled Services

Project Green Overview

Project Green is a leading provider of environmental, health, and safety compliance services. Read the entire instructions in the attached excel workbook and complete the required data analysis exercise using the given redacted customer data. For assumptions that aren't specified, please use your judgement in finding a reasonable approach.

Note: The business has 800+ customers that utilize the Company's services on a recurring / reoccurring basis.

Project Green Snapshot

Be advised: The below images only represent a small portion of the included case study and modeling test. The snapshot is meant to provide a glimpse into the format and style of the test being offered.

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