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 1–3 of 3 · filtered from 100Clear filters
  1. 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.Credit and leveraged financeWarm upDeutsche BankNew York · 2024
  2. 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
  3. 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

Company names and figures are illustrative.