Threadwell Surface Products
48-Hour Two-Page Investment Memo
Evaluate a Canadian premium metalworking consumables company with outsourced manufacturing and a multi-region growth plan.
Reading a CIM and writing a two-page investment recommendation.
$59 · One-time purchase
Threadwell Surface Products - Information Memorandum.pdf, page 12. Includes an excerpt from the assignment.
What you receive to start
- Threadwell - Investment committee assignment.pdf
- Threadwell Surface Products - Information Memorandum.pdf
What you decide
- Evaluate a Canadian premium metalworking consumables company with outsourced manufacturing and a multi-region growth plan.
What you submit
- Written investment committee memorandum, maximum two pages.
- Be prepared to discuss the recommendation subsequently.
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 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 Extract each ZIP before opening its files. Use desktop Excel for workbooks and a browser for the guided walkthrough.
Evaluate a Canadian premium metalworking consumables company with outsourced manufacturing and a multi-region growth plan.
See the 4 download packages
- Candidate packetThreadwell - Investment committee assignment.pdf, Threadwell Surface Products - Information Memorandum.pdf
- Optional preparationCandidate brief.pdf, Candidate brief.txt, Candidate underwriting model.xlsx
- Worked answerAfter-attempt scorecard.pdf, Optional preparation/Underwriting walkthrough.pdf, Optional preparation/Worked decision and oral defense.txt, Optional preparation/Worked underwriting model.xlsx, Threadwell - Reference IC memorandum.docx, Threadwell - Reference IC memorandum.pdf, Threadwell - Worked walkthrough.pdf
- Guided walkthrough4 lessons, with the matching case files.
48-Hour Two-Page Investment Memo
Evaluate a Canadian premium metalworking consumables company with outsourced manufacturing and a multi-region growth plan.
$59 · One-time purchase