Penwick Process Water
48-Hour Take-Home LBO & Five Diligence Requests
Underwrite recurring chemistry and project-based equipment for a regional industrial-water provider. The worked LBO includes a five-year forecast and condensed historical statements. Historical interest expense and other income are not broken out.
Three-statement LBOs and customer transaction analysis.
$89 · One-time purchase
Penwick supplemental databook.pdf, page 19. Includes an excerpt from the assignment.
What you receive to start
- Penwick case instructions.docx
- Penwick confidential memorandum.pdf
- Penwick supplemental databook.pdf
What you decide
- Underwrite recurring chemistry and project-based equipment for a regional industrial-water provider.
What you submit
- Three-statement LBO, sources and uses and recommended valuation range in Excel.
- Investment memo up to four Word pages with exactly five specific diligence data requests.
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 from a submitted model and memo. The original five-year model and four-page recommendation survive. The practice answer adapts the divisional assumptions, two-case pricing test and five diligence requests.
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.
Underwrite recurring chemistry and project-based equipment for a regional industrial-water provider. The worked LBO includes a five-year forecast and condensed historical statements. Historical interest expense and other income are not broken out.
See the 3 download packages
- Candidate packetPenwick case instructions.docx, Penwick confidential memorandum.pdf, Penwick supplemental databook.pdf
- Worked answerAfter-attempt scorecard.pdf, Penwick answer and debrief guide.pdf, Penwick investment committee memo.docx, Penwick three statement LBO.xlsx
- Guided walkthrough5 lessons, with the matching case files.
48-Hour Take-Home LBO & Five Diligence Requests
Underwrite recurring chemistry and project-based equipment for a regional industrial-water provider. The worked LBO includes a five-year forecast and condensed historical statements. Historical interest expense and other income are not broken out.
$89 · One-time purchase