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 1–8 of 8 · filtered from 100Clear filters
  1. 001A software sponsor wants to grow a platform-as-a-service business by hiring sales reps. What is the payback on a rep, and how many can the plan afford?Growth equity and softwareCoreVista Equity PartnersAustin · 2021
  2. 003Pitch an early-stage agritech marketplace you like: why this company and this industry, and what would the fund need to believe to invest at a Rs 600 crore valuation?Growth equity and softwareCoreInsight PartnersNew York · 2023
  3. 029Pitch a company in two minutes: a 300 store pharmacy chain with 9% same store growth and an 11% EBITDA margin. Structure it as thesis, returns, risks and what would make you wrong.Growth equity and softwareWarm upTPGBeijing · 2014
  4. 037A growth fund buys a minority stake in a fintech at 10x revenue and expects to exit at 5x revenue in five years. What revenue growth does it need for a 25% IRR, and is that believable?Growth equity and softwareHardGrowth equitySoftware buyout
  5. 053Pitch me a company: an intercity bus ticketing platform. Size its revenue from the buses on it, say why now, and defend a valuation against a sceptical interviewer.Growth equity and softwareCoreSilver LakeSan Francisco · 2022
  6. 056Explain a company we should invest in: a modular kitchen maker growing 25% with a 45% gross margin and four months of orders. Give the thesis and the two diligence questions that would decide it.Growth equity and softwareWarm upGeneral Atlanticnew york · 2022
  7. 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
  8. 097A growth fund puts Rs 150 crore in for 15% of an edtech company with Rs 200 crore of revenue growing 40%. What exit value gives 3x in five years, and what revenue and multiple does that need?Growth equity and softwareCoreGrowth equity

Company names and figures are illustrative.