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
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 11–13 of 13 · filtered from 100Clear filters
  1. 084Exit a portfolio company by IPO at 20x earnings, selling 25% now with a 12-month lock-up and a 10% discount, or by trade sale now at 11x EBITDA? Compare value and timing to the fund.Portfolio operations and exitsHardLarge-cap buyout fundMid-market buyout fund
  2. 086Group case: a 200 MW wind farm with a 32% plant load factor sells at Rs 3.2 a unit under a 25-year power purchase agreement, costs Rs 1,300 crore and runs on Rs 40 crore of opex. Work revenue, the project IRR, and the risks to discuss.Real estate and infrastructureHardInfrastructure fund
  3. 092Take-home SaaS case: ARR Rs 250 crore, net revenue retention 115%, gross churn 8%, new ARR Rs 60 crore a year. Project ARR for five years, value it at 8x, and show what happens if retention falls to 100%.Growth equity and softwareHardSoftware buyoutGrowth equity

Company names and figures are illustrative.