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. 008Buyer and seller are Rs 200 crore apart on a textile business. Value the proposed earn-out bridge to each side and say what could go wrong with the metric.Deal executionCoreElite boutique IBMiddle market IB
  2. 023A food business is sold for an enterprise value of Rs 1,000 crore. Work out the equity price under a locked box and under completion accounts, and say which side prefers which.Deal executionWarm upElite boutique IBMiddle market IB
  3. 036A buyer can acquire a brand business as an asset deal and step up the tax basis, or as a share deal and inherit the old basis. How much is the asset deal worth to the buyer, and how should the seller's extra tax be shared?Deal executionHardMorgan StanleyHong Kong · 2025
  4. 049Build a coverage plan for a private equity sponsor: which of its holdings are likely exits in the next 18 months, what fee pool that implies, and where the buy-side opportunities are.Deal executionCoreLazardNew York · 2025
  5. 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
  6. 077Kanvi Media buys Rashmik Studios for Rs 500 crore in Kanvi shares with a collar between Rs 180 and Rs 220. How many shares are issued, and what do Rashmik's holders receive, if Kanvi closes at Rs 160, Rs 200 and Rs 240?Deal executionHardElite boutique IBMiddle market IB
  7. 090A board has two bids: Rs 1,000 crore conditional on financing with an 85% chance of closing, or Rs 950 crore fully committed. A failed deal leaves a standalone value of Rs 700 crore and six lost months. Which is worth more, and what reverse break fee would make the higher bid clearly better?Deal executionCoreElite boutique IBMiddle market IB

Company names and figures are illustrative.