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 61–70 of 100
  1. 061Shunyak Data Centres has 100 MW operating and 150 MW under construction. How would you value the operating and development portfolios, and what risk sits in each?Sector valuationHardLazardNew York · 2026
  2. 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.Deal executionWarm upCitiNew York · 2025
  3. 063Hemvik Pharma can borrow Rs 1,000 crore at 9% or issue a 2% convertible at a 30% premium. Compare EPS under each, find the share price at which conversion makes sense, and say what Hemvik is really selling.Capital markets and financingHardEquity capital marketsDebt capital markets
  4. 064A CLO's mezzanine overcollateralisation test fails after defaults. Does it fail, by how much, and how much interest is diverted away from the equity to cure it?Credit and leveraged financeHardNomuraNew York · 2026
  5. 065Sirvel Infra capitalises Rs 30 crore of staff and overhead costs into projects that its peers expense. Restate EBITDA and free cash flow on a peer basis, and work out how much of its value at 8x reported EBITDA is an accounting choice.Reading financialsHardMiddle market IBCorporate development
  6. 066In Kavish Textiles' restructuring, unsecured creditors get the new equity plus rights to buy more at a 30% discount, backstopped for a fee. What does each kind of holder recover?RestructuringHardRestructuring IBLeveraged finance
  7. 067Irvat Chemicals has a March year end and its peers report to December. Calendarise its EBITDA to the twelve months to December 2025 and compare the multiple with the one on its last fiscal year.Comps and relative valueWarm upBulge bracket IBIndustry coverage
  8. 068A sponsor buys Anvara Education at 10x EBITDA with 50% debt. Build a 3 x 3 IRR grid for exits in years 3, 5 and 7 at 8x, 10x and 12x, and say which cell the sponsor should underwrite to.LBOCorePrivate equityLeveraged finance
  9. 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?M&A strategyWarm upCredit SuisseSydney · 2020
  10. 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

Company names and figures are illustrative.