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Add case study: PE / LBO case with full structure and recommendation #6

@DogInfantry

Description

@DogInfantry

What's needed

The 3 existing case studies cover profitability, market entry, and market sizing. A PE/LBO case is the most common gap people ask about — and private equity is a major destination for MBB consultants and MBA grads.

Where to add

CASE-STUDIES.md — new Case 4 at the bottom, following the existing format.

What the case should include

Situation: A PE fund is considering acquiring a mid-market company ($150–500M revenue range). Pick any sector you know well — industrials, healthcare services, software, consumer are all good choices.

The case should show:

  • How a consultant structures a PE commercial due diligence (CDD)
  • Market sizing and growth rate assessment for the target's core market
  • Competitive positioning analysis (customer concentration, switching costs, moat)
  • Revenue quality assessment (recurring vs transactional, customer cohort analysis)
  • Value creation levers: revenue growth, margin expansion, multiple expansion
  • Simplified LBO math: entry multiple (8–10x EBITDA is current market), debt structure, 5-year exit assumptions, IRR sensitivity
  • Key risks and how a consultant would flag them
  • Final recommendation: proceed / proceed with conditions / pass

Format: Follow exactly how the existing 3 cases are structured in CASE-STUDIES.md.

Ideal contributor

Anyone with PE, investment banking, or consulting experience on buy-side diligence projects. You don't need to use a real company — a realistic fictional scenario is fine.

Reference

See existing cases in CASE-STUDIES.md for format. See pe-context.md and due-diligence-deep-dive.md for relevant reference material already in the skill.

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