4 fixed case editions
Take-Home LBO and Investment Memo
Underwrite a steering carve-out, a water services buyout, a four-scenario distributor case and a managed IT investment. Build each LBO and write the recommendation requested in its brief. Penwick’s worked LBO uses condensed historical statements.
See the prerequisites for each included case.
$169 · One-time purchase
The cases individually total $356. This collection costs $187 less.
Assignment excerpts from cases in this collection.
Cases in this edition
What you receive to start
- 4 candidate packets
What you decide
- Evaluate a commercial vehicle steering supplier and recommend what to pay for its standalone operations.
- Underwrite recurring chemistry and project-based equipment for a regional industrial-water provider.
- Evaluate a caster and wheel company with a proprietary engineering operation and a third-party distribution business.
- Price a majority interest in a managed IT provider. Use the operating reports, budget and subsidiary accounts to test the offer in three scenarios.
What you submit
- Model
- Memo or narrative
- Discussion
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
- 6-Hour Carve-Out LBO & Investment Write-Up. Adapted from a submitted model and memo. The original six-hour model and two-page recommendation survive. The worked edition retains the two original cases, typed forecast inputs and native sensitivity tables.
- 48-Hour Take-Home LBO & Five Diligence Requests. 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.
- 72-Hour Take-Home LBO & Four-Case Investment Memo. Authored worked example. The original assignment and information memorandum survive. No historical worked submission was recovered.
- Take-Home MSP LBO and Investment Memo. Adapted from a submitted model and memo. The six-page memo and model adapt a submitted MSP take-home. The practice exhibits use the source account relationships with new customer and entity details, reporting dates and line-by-line financial adjustments. The model retains the corrected cash-tax treatment.
For access help or a satisfaction refund within 30 days, email [email protected] from your purchase address. Terms of Use.
Software Extract the ZIPs first. Use desktop Excel for the models and a browser for walkthroughs.
Underwrite a steering carve-out, a water services buyout, a four-scenario distributor case and a managed IT investment. Build each LBO and write the recommendation requested in its brief. Penwick’s worked LBO uses condensed historical statements.
See the 4 case editions
- 6-Hour Carve-Out LBO & Investment Write-UpKestrel Steering Systems · Six hours to return the model and write-up, followed by a separate 30–60-minute discussion.
- 48-Hour Take-Home LBO & Five Diligence RequestsPenwick Process Water · 48-hour take-home submission followed by a separate one-hour debrief.
- 72-Hour Take-Home LBO & Four-Case Investment MemoKeelway Motion Systems · Submit within 72 hours of receipt.
- Take-Home MSP LBO and Investment MemoHearthline IT Services · Friday issue, due Tuesday at end of day. Separate investment discussion.
Take-Home LBO and Investment Memo
Underwrite a steering carve-out, a water services buyout, a four-scenario distributor case and a managed IT investment. Build each LBO and write the recommendation requested in its brief. Penwick’s worked LBO uses condensed historical statements.
$169 · One-time purchase