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 1–6 of 6 · filtered from 100Clear filters
  1. 012A pharma distributor's operating team proposes a working capital programme: receivables from 75 to 60 days, inventory 60 to 50, payables 45 to 50. How much cash is released, and what does it do to the IRR on Rs 300 crore of equity?Portfolio operations and exitsCorePortfolio operations team
  2. 015Cash flow build-up for a jeweller: EBITDA Rs 110 crore, Rs 900 crore of gold inventory, a Rs 400 crore gold metal loan, revenue growing 15%. Build cash from EBITDA and show why growth consumes it.Portfolio operations and exitsHardHPS Investment PartnersLondon · 2025HPS Investment PartnersLondon · 2025
  3. 038A portfolio company's EBITDA has fallen from Rs 100 crore to Rs 70 crore against Rs 480 crore of debt and a 5.5x leverage covenant. How large an equity cure is needed, and should the sponsor put the money in given a plan to recover to Rs 90 crore?Portfolio operations and exitsHardPortfolio operations teamPrivate credit
  4. 073Cotton costs rise 8% at an apparel maker with Rs 900 crore of revenue, COGS at 55% and a 12% EBITDA margin. What price increase keeps EBITDA flat, what SG&A cut would, and what does each do to the sponsor's IRR?Portfolio operations and exitsCoreSycamore PartnersNew York · 2026
  5. 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
  6. 087Procurement takes 2% off a Rs 600 crore COGS base. What is the EBITDA gain and the value at a 10x exit, and how does it compare with a 2% price rise on Rs 1,000 crore of revenue?Portfolio operations and exitsWarm upPortfolio operations teamIndian mid-market PE

Company names and figures are illustrative.