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. 007A strategic buyer with synergies and a private equity sponsor with leverage both bid for a sportswear company. Who can pay more, and by how much?M&A and corporate developmentHardNomuraNew York · 2026Houlihan LokeyLos Angeles · 2026
  2. 035A freight company buys a shipping services business half in shares and half in debt, and purchase accounting creates Rs 600 crore of amortisable intangibles. Compute the cash and reported EPS impact.M&A and corporate developmentHardPoint72New York · 2025
  3. 050Suryakant Chemicals, at 25x earnings, buys Nilanjana Specialty at 30x with 60% stock and 40% debt. Compute the EPS impact and the pre-tax synergies needed to break even, and explain why the deal dilutes.M&A and corporate developmentHardEvercoreMenlo Park · 2025EvercoreMenlo Park · 2025
  4. 096A division is being sold for Rs 500 crore as a share sale. An asset sale would give the buyer a Rs 300 crore tax step-up but cost the seller Rs 30 crore more tax. What price range makes an asset sale work for both sides?M&A and corporate developmentHardMorgan StanleyHong Kong · 2025

Company names and figures are illustrative.