Financial Analysis case studies, worked step by step

Cases
100
Traced to a firm
63
Topics
14
Hard
30
Topic
All topicsCredit analysis and lending14Budgeting, variance and reporting8Valuation9Financial statement analysis6Earnings quality and adjustments6Working capital and cash flow6M&A and corporate development7Costing, pricing and unit economics6Investment evaluation and pitches9Leveraged buyouts7Capital budgeting6Forecasting and scenarios5Financing, capital structure and treasury6Distress and restructuring5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 021A paper LBO with a dividend recap in year 3. What exit multiple does the sponsor need for a 25% IRR, and what did the recap really do?Leveraged buyoutsCoreMoelis & CompanyNew York · 2023Moelis & CompanyNew York · 2023
  2. 081In a buyout, the founder rolls over part of his stake and management gets options that vest only above a value hurdle. What does the founder receive at three exit values, and how do rollover and options differ?Leveraged buyoutsCoreCitiNew York · 2026

Company names and figures are illustrative.