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 1–4 of 4 · filtered from 100Clear filters
  1. 019A software company is being bought at 8x ARR with a senior loan, a mezzanine tranche and equity. Compare risk and return in each layer of the capital structure and say where you would invest and why.Private credit and direct lendingHardHPS Investment PartnersNew York · 2021
  2. 028A warehousing borrower has Rs 60 crore of cash available for debt service and pays Rs 45 crore a year. The lender's floor is 1.25x DSCR. How much more can it borrow on a 7 year amortising loan at 10%?Private credit and direct lendingWarm upOaktree Capital ManagementLos Angeles · 2025
  3. 031You have read the CIM and databook for a stable, capex-light engineering services business with Rs 75 crore of EBITDA. The sponsor wants Rs 300 crore of debt. What leverage, pricing and covenants do you propose, and how do you handle the two biggest risks?Private credit and direct lendingCoreGolub CapitalChicago · 2015
  4. 080Should the credit fund lend Rs 200 crore to a construction company with a Rs 2,400 crore order book, 150 receivable days and Rs 150 crore of mobilisation advances? Value it and test repayment.Private credit and direct lendingHardBain CapitalNew York · 2024

Company names and figures are illustrative.