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 1–9 of 9 · 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. 056Compare an AI model developer burning cash to grow 150% a year with a mature, highly profitable enterprise software company. Which multiple would you use for each, what drives value, and where would you look for growth?Comps and relative valueHardEvercoreNew York · 2026
  6. 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
  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. 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.