BundleCase Studies£99

Private Equity Case Study Bundle

About this resource

PE case studies are where most candidates fail. This bundle includes five worked case studies across different sectors and investment theses: SaaSco Ltd (UK B2B SaaS, unit economics and margin expansion), RetailCo Ltd (UK consumer turnaround, store closure and e-commerce buildout), IndustrialCo plc (UK industrials buy-and-build, multiple arbitrage), LogisticsGroup SA (European last-mile logistics, technology-driven margin recovery), and MedDevice AG (German medical devices, regulatory moat and US expansion). Each case includes financial summary, investment thesis, key risks with mitigants, returns analysis, and examiner commentary on what separates strong from weak answers. Also includes a general case study framework for any sector.

What’s inside

01Five Case Studies: What Separates a Pass From a Fail

02SaaSco Ltd: 125% NRR and the Embedded Growth Thesis

03RetailCo Ltd: 35 Loss-Making Stores and the Turnaround Playbook

04IndustrialCo plc: Buy-and-Build at 5–7x Into a 9–11x Platform

05LogisticsGroup SA: Buying Depressed Margins, Exiting at Normalised

06MedDevice AG: Paying 14x for a Regulatory Moat and US Optionality

07The 12-Minute Investment Memo: Framework for Any Case Study

What's included

SaaSco Ltd — ARR-driven SaaS valuation, NRR analysis, margin expansion path (MOIC 5.1x)

RetailCo Ltd — turnaround thesis: store closures, e-commerce rebuild, management change (MOIC 5.0x)

IndustrialCo plc — buy-and-build platform with multiple arbitrage logic (MOIC 3.8x)

LogisticsGroup SA — technology-driven margin recovery play, 7.9% → 11% EBITDA margin (MOIC 5.1x)

MedDevice AG — regulatory moat and US commercial expansion in medical devices (MOIC 3.0x)

case studyprivate equityLBOinvestment memoSaaSturnaroundbuy-and-build

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£99

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