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 21–30 of 49 · filtered from 100Clear filters
  1. 041Two tile makers propose a merger of equals with a 55/45 ownership split. Run a contribution analysis and say whether the split is fair to the smaller company.Accretion and dilutionCoreBulge bracket IBElite boutique IB
  2. 042Two cement credits: one has stronger metrics and a tighter spread, the other weaker metrics, more diversification and a wider spread. Which offers better value for the risk?Credit and leveraged financeCoreTD SecuritiesNew York · 2026
  3. 043A sponsor signs an LBO with floating-rate debt, and rates rise before close. How much does the rate rise cost in paydown and IRR, and what would the sponsor change?LBOCoreHoulihan LokeyLos Angeles · 2025
  4. 045Value a regulated water utility from its regulated asset base, express the answer as a multiple of that base, and explain what the premium means.DCF and intrinsic valueCoreMiddle market IBBulge bracket IB
  5. 046A city spends Rs 600 crore a year more than it collects and wants to issue municipal bonds. How would you close the gap, and how much could it borrow once it has?Operating cases and estimationCoreMorgan StanleyBaltimore · 2025
  6. 047Case study presentation: four valuation methods give four different ranges for a hotel company. Build the football field and present a view on value.Comps and relative valueCoreRothschild & CoParis · 2025
  7. 049Build a coverage plan for a private equity sponsor: which of its holdings are likely exits in the next 18 months, what fee pool that implies, and where the buy-side opportunities are.Deal executionCoreLazardNew York · 2025
  8. 052An infrastructure company's cost of debt rises with leverage. Compute its WACC at four debt levels and find where it is lowest.Capital markets and financingCoreScotiabankCity of London · 2026
  9. 054In the Kirnav Engineering buyout, management rolls Rs 40 crore of equity alongside the sponsor and also gets an incentive plan. How is the exit equity split, what does the sponsor earn, and what is the difference between the rollover and the incentive?LBOCoreCitiNew York · 2026
  10. 055Rajvik Industries is offered 8x EBITDA for a non-core division, but the sale triggers tax. Should it sell the division or keep it?M&A strategyCoreElite boutique IBCorporate development

Company names and figures are illustrative.