Larch Junction Products
3-Hour Six-Dataset Investment Committee Case
Review a traffic and utility hardware manufacturer for an indication of interest. The candidate receives an acquisition memorandum and six independent operating reports.
Excel data analysis and investment committee presentations.
$59 · One-time purchase
Larch Junction Products - Information Memorandum.pdf, page 6. Includes an excerpt from the assignment.
What you receive to start
- Candidate instructions.pdf
- Larch Junction Products - Information Memorandum.pdf
- Practice materials acknowledgment.pdf
- Source workbooks/01 Customer shipments.xlsx
- Source workbooks/02 Purchases by supplier.xlsx
- Source workbooks/03 Monthly open orders.xlsx
- Source workbooks/04 Other operating expenses.xlsx
- Source workbooks/05 Capital spending.xlsx
- Source workbooks/06 Earnings reconciliation.xlsx
What you decide
- Review a traffic and utility hardware manufacturer for an indication of interest. The candidate receives an acquisition memorandum and six independent operating reports.
What you submit
- Editable PowerPoint, maximum six slides, covering the recommendation, valuation and funded sources and uses.
- Practice acknowledgment.
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.
The worked-answer packet includes scoring criteria for reviewing your attempt.
Where the worked answer comes from
- 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.
For access help or a satisfaction refund within 30 days, email [email protected] from your purchase address. Terms of Use.
Software Extract each ZIP before opening its files. Use desktop Excel for workbooks and a browser for the guided walkthrough.
Review a traffic and utility hardware manufacturer for an indication of interest. The candidate receives an acquisition memorandum and six independent operating reports.
See the 4 download packages
- Candidate packetCandidate instructions.pdf, Larch Junction Products - Information Memorandum.pdf, Practice materials acknowledgment.pdf, Source workbooks/01 Customer shipments.xlsx, Source workbooks/02 Purchases by supplier.xlsx, Source workbooks/03 Monthly open orders.xlsx, Source workbooks/04 Other operating expenses.xlsx, Source workbooks/05 Capital spending.xlsx, Source workbooks/06 Earnings reconciliation.xlsx
- Optional preparationCandidate brief.pdf, Candidate brief.txt, Candidate underwriting model.xlsx
- Worked answerAfter-attempt scorecard.pdf, Larch - Illustrated walkthrough.pdf, Larch - Operating dataset analysis.xlsx, Larch - Reference investment committee.pdf, Larch - Reference investment committee.pptx, Optional preparation/Underwriting walkthrough.pdf, Optional preparation/Worked decision and oral defense.txt, Optional preparation/Worked underwriting model.xlsx
- Guided walkthrough4 lessons, with the matching case files.
3-Hour Six-Dataset Investment Committee Case
Review a traffic and utility hardware manufacturer for an indication of interest. The candidate receives an acquisition memorandum and six independent operating reports.
$59 · One-time purchase