Mergers and inquisitions lbo case study

I will create a special “ bonus area ” inside the BIWS site and you will be able to access the full case study if you’ve signed up for the Fundamentals and Advanced courses. There, you’ll get access to the step-by-step videos, more in-depth explanations, and new in-video quizzes so you can test yourself as you move along.

Merger Docs – Helpful for reviewing the capital structure, rollover details, and anything else that might impact the deal analysis. Most of this is boilerplate and incredibly boring (corporate law is so much fun !), so only a small portion will be useful.

LBO case studies are possible, but more likely for experienced candidates. I haven’t seen that many examples of time-pressured valuation or DCF model -based case studies. They tend to be more common in investment banking case competitions, where you work in a team and you have days or weeks to finish.

Here’s the PDF that lays out exactly what we’re going to cover in this leveraged buyout case study. Part 1: Set up the model and the assumptions and gather data for everything. Part 2: Create revenue and expense scenarios. Part 3: Create the debt schedules, calculate interest, and link the model. (NOTE: Order swapped from what is in the PDF above)