Guidelines
Rules
The Case Competition is open to ALL undergraduates with a strong interest in private equity transactions. Students from any undergraduate institution in the United States may compete.
- All interested students should form teams of 2 to 4 students.
- Each team should decide on a team name and designate one member as the team leader. All submissions and communication should be conducted by the team leader. Register
your team as soon as possible.
- To participate in the competitions, all teams are to submit a one page executive summary to
by Friday, April 9, 2010.
- The top 8 teams will be selected to participate in the Final Round. The final round will be held on Thursday, April 22, 2010. For the final round, teams are expected to perform a detailed LBO valuation of the target company and prepare a case report and presentation.
- Buyout Proposal Restrictions: Limit your company selection to publicly traded companies or private companies with sufficient information available to form an investment thesis. Creativity is encouraged, particularly given the current environment. You are free to explore both US and foreign buyout ideas.
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Important Deadlines
| Friday, April 9, 2010 |
First Round Executive Summary due |
| Sunday, April 18, 2010 |
Final Round Case Report & Presentation slides due |
| Thursday, April 22, 2010 |
Final Round Presentations |
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First Round
The goal of the buyout proposal is to screen, target, and perform due diligence on a potential buyout target. The case write-up and presentation will be a mix of strategic analysis as well as financial modeling. Teams are encouraged to use publicly available information as well as academic resources.
All interested teams are required to submit a one page Executive Summary on a potential buyout target to participate in the First Round. The Executive Summary is a one-page proposal that outlines the key terms of your proposed transaction.
The Executive Summaries are due on Friday, April 9, 2010.
Suggested Guidelines for Executive Summary:
- Brief overview of target company and industry (1/4 of page)
- Detailed section on investment thesis, value creation, and key factors for success (1/2 page)
- Proposed Capital Structure and summary financials (1/4 of page)
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