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 1–10 of 13 · filtered from 100Clear filters
  1. 023A food business is sold for an enterprise value of Rs 1,000 crore. Work out the equity price under a locked box and under completion accounts, and say which side prefers which.Deal executionWarm upElite boutique IBMiddle market IB
  2. 028A software company sits on Rs 3,000 crore of idle cash. Compute the EPS effect of buying back shares at a premium and set out the case for a buyback, a special dividend and holding the cash.Capital markets and financingWarm upEquity capital marketsDebt capital markets
  3. 033A family can sell its spice business today at 10x, or take a dividend recap now and sell in three years. Which path is worth more, and what do you tell them in a 15-minute presentation?M&A strategyWarm upElite boutique IBCorporate development
  4. 034A cloud kitchen has a known order value, cost structure and monthly fixed cost. How many orders a day does it need to break even, and which lever moves break-even most?Operating cases and estimationWarm upMiddle market IBConsulting style cases
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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

Company names and figures are illustrative.