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 1–4 of 4 · filtered from 100Clear filters
  1. 010Do a paper LBO in your head, then answer quickly as the interviewer changes the entry multiple, the interest rate and the exit multiple.Leveraged buyoutsHardNeuberger BermanLondon · 2026Houlihan LokeyLos Angeles · 2025
  2. 036Paper LBO: a sponsor buys a speciality chemicals business at 7x with amortising senior debt and a PIK mezzanine note, and adds a bolt-on in year 2. Work out the money multiple and IRR.Leveraged buyoutsHardBank of AmericaLondon · 2026
  3. 066Modelling test: Vastrakala Garments has a Rs 250 crore term loan with a 100% cash sweep, a Rs 100 crore PIK note at 14%, a Rs 50 crore revolver and a Rs 10 crore cash floor. Fill in the three-year debt schedule.Leveraged buyoutsHardCarlyle GroupNew York · 2023Carlyle GroupNew York · 2023
  4. 097Paper LBO with a revenue build: a diagnostics chain runs 20 analysers with known daily capacity, rising utilisation and a fixed price per test. Build revenue from capacity, compute the sponsor's return, and say what you would challenge.Leveraged buyoutsHardBain CapitalBoston · 2024

Company names and figures are illustrative.