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 21–29 of 29 · filtered from 100Clear filters
  1. 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
  2. 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
  3. 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
  4. 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
  5. 070Build a twelve-month subscriber revenue model for Tvarit Broadband with an 8% price rise in month 7 that lifts churn for three months. What are year-one revenue and closing subscribers, and did the rise pay off?Operating cases and estimationCoreHoulihan LokeyNew York · 2026
  6. 073Deepvik Textiles has Rs 600 crore of floating-rate debt and rates rise by 200 basis points. Walk through the effect on interest, net income, interest cover and free cash flow, then on its cost of capital and enterprise value.Credit and leveraged financeCoreMizuhoNew York · 2026
  7. 079Pitch one stock to buy and one to sell from two invented paint makers: Keshvi at 45x growing 18% with a 30% return on capital, and Ornella at 50x growing 9% with an 18% return and stretching receivables. Build the case and say what would prove it wrong.Comps and relative valueCoreBank of AmericaNew York · 2023
  8. 088Stock pitch: an auto parts maker trades at 14x earnings against peers at 20x, and management guides electric vehicle parts from 10% to 25% of revenue by FY28 at higher margins. Build a variant view, the catalysts and the risks, and say what the market is missing, if anything.Comps and relative valueCoreWells Fargo SecuritiesCharlotte · 2025
  9. 094A distributor of maintenance and repair products has Rs 900 crore of revenue at an 8% EBITDA margin in a Rs 30,000 crore market growing 9% a year where the top five hold 12%. Assess the market and the company's position, then value it at 12x to 14x EBITDA and say what earns the top of the range.Operating cases and estimationCoreHarris WilliamsRichmond · 2025

Company names and figures are illustrative.