Equity Investment Case Study


Your key relationship General Partner (“GP1”) has been monitoring the asset for quite some time and has been able to gauge interest from Symantec management to potentially form an equity syndicate alongside one other General Partner (“GP2”), management and YAS for a large take private transaction

As part of the process, your Director has asked you to provide a high level investment analysis and form an underlying recommendation to be provided to the Board Committee of YAS to determine commercial and strategic feasibility

Investment Analysis

1.0. Operating model (3 year historical (FY2014 FY2017); 5 year projected (FY2018 FY2022) using your own sensible assumptions; base and downside case model)

1.0.1 Please use provided equity research and industrial reports for guidance and to determine projections of KPIs and underlying rationale

1.2 Valuation model (DCF and trading comparable analysis)

1.3 Deal structuring and LBO model (Proforma Income Statement and Cash Flow projected statements enough)

1.3.1 Please determine purchase price assumption based on preceding valuation analysis and provide your own rationale on what premium to current market price would be sensible

1.3.2 Take private transaction assuming 75/25 split between Partners/Management & YAS (view on common equity structure vs. SHLs

1.3.3 Please provide your own contemplated capital structure (i.e. debt/equity split at entry including types of debt and equity instruments to support deal structure with what you think is achievable in the current market environment considering the underlying asset

1.4 IRR and MM sensitivity

1.4.1 Please sensitize returns analysis with changes in underlying KPIs

Presentation deck requirements (1 slide for each point)

1.0 Business and KPI overview

1.1 Investment highlight and risks

1.2 Qualitative view on structuring consideration/acquisition tactics and recommendation (minority vs. majority vs full LBO)

1.3 Valuation analysis and conclusion with complementary discussion

1.4 Returns analysis and investment recommendation (both commercial and strategic viewpoint)

1.5 Exit plan; various exit options ––(Explain for each option how you would develop an exit roadmap and high level steps to track the exit plan over the investment period) + recommended exit option


1. Case presentation and

2. Financial model containing the Operating Model, Valuation Model, Deal Structuring and IRR & MM Sensitivity

3. Time: 72 hours

4. Research reports to be used for this project will be provided to the selected candidate

Kemahiran: Kajian Kewangan, Analisis Kewangan, Financial Modeling, Penyelidikan Pelaburan, Powerpoint

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Tentang Majikan:
( 2 ulasan ) Sharjah, United Arab Emirates

ID Projek: #22262167

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