Investment Banking case studies, worked step by step

Cases
100
Traced to a firm
55
Topics
12
Hard
30
Topic
All topicsLBO9Accretion and dilution7Reading financials8Restructuring11M&A strategy9Deal execution7Operating cases and estimation8Credit and leveraged finance9Comps and relative value9Sector valuation8Capital markets and financing8DCF and intrinsic value7
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 11–20 of 21 · filtered from 100Clear filters
  1. 053A distributor asks for a working capital line against its receivables and inventory. Compute the borrowing base, the amount it can still draw, and what would shrink the base.Credit and leveraged financeWarm upCorporate bankingLeveraged finance
  2. 057Druvik Software trades at 30x earnings and buys Namyaa Services for 18x earnings, paying entirely in new shares. Is the deal accretive, by how much, and does that make it a good deal?Accretion and dilutionWarm upBulge bracket IBElite boutique IB
  3. 059An electric vehicle charger costs Rs 12 lakh to install. How long does it take to pay back, and how many sessions a day would halve that?Operating cases and estimationWarm upMiddle market IBConsulting style cases
  4. 062Samvit Logistics buys Pathik Couriers for cash funded by new debt. Compute goodwill, including the deferred tax on the intangible written up, and walk through how the combined balance sheet changes.Deal executionWarm upCitiNew York · 2025
  5. 067Irvat Chemicals has a March year end and its peers report to December. Calendarise its EBITDA to the twelve months to December 2025 and compare the multiple with the one on its last fiscal year.Comps and relative valueWarm upBulge bracket IBIndustry coverage
  6. 069Varshik Retirement Fund and Samarthya Pension Trust are considering a merger that would cut the running cost of the combined fund. What are the annual savings, the payback and the gain per member, and what besides cost would drive the decision?M&A strategyWarm upCredit SuisseSydney · 2020
  7. 076Paravi Chemicals' bonds trade at 40 and you expect a restructuring in 18 months with recoveries of 20, 55 or 80 per 100 of face at 30%, 50% and 20%. What are the expected recovery and the expected IRR, and what would make you pass?RestructuringWarm upRestructuring IBLeveraged finance
  8. 082A paint maker with a 40% gross margin is considering a 5% price rise. How much volume can it lose before gross profit falls, and what would you need to believe about customers to go ahead?Operating cases and estimationWarm upMiddle market IBConsulting style cases
  9. 083A food company has Rs 700 crore of debt, Rs 50 crore of cash and a 3.5x net leverage covenant. EBITDA falls from Rs 200 crore to Rs 170 crore. Is the covenant breached, how much headroom was there, and how large an equity cure fixes it?Credit and leveraged financeWarm upCorporate bankingLeveraged finance
  10. 086A tower company owns 20,000 telecom towers with 1.6 tenants each, paying Rs 5 lakh a year per tenant, and each tower costs Rs 3 lakh a year to run. What is EBITDA today, and what is it if tenancy rises to 1.9 with no new towers?Sector valuationWarm upTMT IBIndustry coverage

Company names and figures are illustrative.