Private Equity case studies, worked step by step
- Cases
- 100
- Traced to a firm
- 59
- Topics
- 12
- Hard
- 30
Topic
All topicsGrowth equity and software8Returns attribution and value creation8LBO modelling tests9Screening and ranking businesses9Distressed and special situations7Private credit and direct lending9Paper LBOs10Real estate and infrastructure8Portfolio operations and exits6Deal structuring and pricing9Fund, LP and portfolio analytics7Commercial and market cases10
Showing 1–5 of 5 · filtered from 100Clear filters
- 002Two portfolio exits both returned 2.5x. One was re-rated with flat earnings; the other doubled its earnings at a constant multiple. Show each value bridge and judge which return is repeatable.Large-cap buyout fund
- 014A buyer offers 2.2x for a three-year-old portfolio company today; the plan reaches 3.0x in year 6. The fund has four years of life left and can redeploy at 20%. Hold or sell, and what IRR does each path give?Large-cap buyout fundSecondaries and fund of funds
- 047In a case pack, the plan takes a uniform maker's EBITDA margin from 10% to 15% on Rs 500 crore of revenue growing 8%. Entry and exit at 9x with 4x debt. What share of the IRR depends on the margin plan, and what evidence would you ask for?Mid-market buyout fund
- 072An adhesives maker can raise prices 3% a year but expects to lose 2% of volume a year as a result. On Rs 400 crore of revenue at a 20% margin, what does that do to EBITDA in year 5 and to the sponsor's return?Mid-market buyout fund
- 089Revenue rose from Rs 400 crore to Rs 700 crore in four years, Rs 180 crore of it from acquisitions bought at 1.0x revenue. What was organic, what was the organic CAGR, and did the acquisitions earn their cost at 8% margins?Mid-market buyout fundIndian mid-market PE
Company names and figures are illustrative.