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 1–6 of 6 · filtered from 100Clear filters
  1. 020A cement company needs new capacity. Building a plant is cheaper but takes two years; buying a rival's plant earns from day one. Compare the two on value and timing and give the board a view.M&A strategyCoreElite boutique IBCorporate development
  2. 033A family can sell its spice business today at 10x, or take a dividend recap now and sell in three years. Which path is worth more, and what do you tell them in a 15-minute presentation?M&A strategyWarm upElite boutique IBCorporate development
  3. 044A company receives an unsolicited cash offer at a 30% premium. Its own DCF range brackets the offer, and a white knight might pay more in stock with some risk of failing. Should the board accept, reject or pursue the white knight?M&A strategyHardElite boutique IBCorporate development
  4. 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
  5. 081An Indian parts maker wants to buy a German drivetrain firm for EUR 300 million. It can borrow in euros at 5% or rupees at 9%, and the rupee is expected to weaken about 3% a year. Which currency should fund the deal, and what risk does each choice carry?M&A strategyHardElite boutique IBCorporate development
  6. 093Two companies form a transmission joint venture. One contributes land and permits valued at Rs 300 crore, the other Rs 450 crore of cash. The project's NPV is Rs 1,000 crore and the proposed split is 51/49 in the land partner's favour. Is it fair, and what would you change?M&A strategyCoreElite boutique IBCorporate development

Company names and figures are illustrative.