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 1–7 of 7 · filtered from 100Clear filters
  1. 014You are handed ten possible comparables for a niche dental imaging software company. Choose the comp set, justify every inclusion and exclusion, and pick the multiple.Comps and relative valueCoreNomuraSan Francisco · 2026
  2. 025You have one hour with 12 trading comps and 12 precedent transactions for a valve maker. Build a valuation range and say what you would present.Comps and relative valueCoreHarris WilliamsRichmond · 2025
  3. 035A conglomerate owns cement, chemicals and a finance arm. Build the sum of the parts and work out the conglomerate discount.Comps and relative valueCoreDeutsche BankMumbai · 2024
  4. 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
  5. 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
  6. 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
  7. 098Precedent logistics deals from 2021 cluster at 14x EBITDA when the 10-year yield was 6%. Yields are now 7.5% and the same peers' trading multiples have fallen from 13x to 10x. How would you adjust the precedents for a target with Rs 120 crore of EBITDA, and what range would you show?Comps and relative valueCoreBulge bracket IBIndustry coverage

Company names and figures are illustrative.