4 fixed case editions
Investment Committee Decisions
4 practice cases. Each includes its own candidate materials, worked answer and guided walkthrough.
See the prerequisites for each included case.
$139 · One-time purchase
The cases individually total $216. This collection costs $77 less.
Assignment excerpts from cases in this collection.
Cases in this edition
What you receive to start
- 4 candidate packets
What you decide
- Prepare for an oral investment discussion using a historical parking and patient-access information memorandum.
- Review an outsourced pet-food manufacturer’s sales through April 30, 2020.
- Review a traffic and utility hardware manufacturer for an indication of interest. The candidate receives an acquisition memorandum and six independent operating reports.
- Evaluate a Canadian premium metalworking consumables company with outsourced manufacturing and a multi-region growth plan.
What you submit
- Discussion
- Analysis workbook
- Presentation
- Memo or narrative
What’s included
Download the candidate materials, open the guided walkthrough in your browser, and compare your work with the reference files in Review. Each case also includes an offline walkthrough.
Where the worked answer comes from
- 1-Hour Investment Discussion After Advance Reading. Adapted from preparation for an oral discussion. The original assignment called for a conversation. Personal discussion notes and optional valuation models survive. The written debrief is an example of how to defend the decision.
- 4-Hour Raw Sales Data Analysis & Readout. Adapted from a submitted databook and presentation. The analyzed sales workbook and investment readout survive. The practice ledger transforms the issued posting records; the worked analysis compares the same January–April windows.
- 3-Hour Six-Dataset Investment Committee Case. Adapted submitted deck and supporting preparation. The submitted presentation survives. The analysis workbook and optional LBO draw on preparation and are supporting materials. The required deliverable is the deck.
- 48-Hour Two-Page Investment Memo. Adapted submitted memo and supporting preparation. The two-page memo was submitted. The optional LBO adapts a working model used to prepare the memo. Its 22% base decision rule and management-case return have different roles.
For access help or a satisfaction refund within 30 days, email [email protected] from your purchase address. Terms of Use.
Software Offline web reader and PDF viewer. Use the desktop Office applications listed on each case page.
4 practice cases. Each includes its own candidate materials, worked answer and guided walkthrough.
See the 4 case editions
- 1-Hour Investment Discussion After Advance ReadingLantern Court Parking Services · Advance CIM about 24 hours before the meeting. Typical preparation 2–5 hours. One-hour oral discussion.
- 4-Hour Raw Sales Data Analysis & ReadoutMeadowlark Pet Kitchens · Four hours from receipt. Return Excel and PowerPoint at the cutoff.
- 3-Hour Six-Dataset Investment Committee CaseLarch Junction Products · Three hours from receipt.
- 48-Hour Two-Page Investment MemoThreadwell Surface Products · Submit within 48 hours of receipt. Prepare for a separate discussion.
Investment Committee Decisions
4 practice cases. Each includes its own candidate materials, worked answer and guided walkthrough.
$139 · One-time purchase