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 1–3 of 3 · filtered from 100Clear filters
  1. 005You are handed a deck on a proposed acquisition. The target is worth less on its own than the asking price, and the gap is meant to be closed by synergies. Should the company go ahead?M&A strategyCoreMoelis & CompanyNew York · 2026Harris WilliamsRichmond · 2024
  2. 007A sponsor and a strategic buyer both want a dairy. Work out each bidder's maximum price and explain who can usually pay more, and why.M&A strategyHardHoulihan LokeyLos Angeles · 2026
  3. 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

Company names and figures are illustrative.