Investment Banking case studies, worked step by step
- Cases
- 100
- Traced to a firm
- 55
- Topics
- 12
- Hard
- 30
Topic
Showing 1–8 of 8 · filtered from 100Clear filters
- 012Value one vending machine on a college campus with a DCF. Build its unlevered free cash flow from the snacks it sells, and say whether it is worth the price.Houlihan LokeyNew York · 2026
- 015An office REIT owns three buildings at different cap rates. Work out its net asset value per unit, its loan to value, and whether the units trade at a premium or a discount.Morgan StanleyLondon · 2025
- 021A middle-market plastics company wants the biggest term loan the bank's policy allows. Size it on leverage and on fixed charge cover, and set covenants with 25% headroom.Deutsche BankNew York · 2024
- 029A shipping company in restructuring is worth Rs 600 crore against Rs 820 crore of claims in five classes. Run the waterfall, find each recovery and name the fulcrum security.EvercoreNew York · 2026
- 050A fastener maker's top customer is 45% of revenue on a contract ending in 18 months. Value the business in each scenario and probability-weighted, and say what the seller should do before launching a sale.Harris WilliamsRichmond · 2024
- 051Size a hospital's revenue and EBITDA from its beds, then value a new wing at maturity against what it costs to build.Credit SuisseMumbai · 2020
- 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.CitiNew York · 2025
- 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?Credit SuisseSydney · 2020
Company names and figures are illustrative.
