CASE ANALYSIS POINTS NOTE: You will lose points if you only repeat the facts without your analysis. Point Allocation for Written Analysis Asterisked Cases: 500 words (one page); done individually;...

CASE ANALYSIS POINTS NOTE: You will lose points if you only repeat the facts without your analysis. Point Allocation for Written Analysis Asterisked Cases: 500 words (one page); done individually; printed; margins Evaluate the business from an investment banker’s (consultant’s) perspective for your financier clients who you hope to retain as clients for future assignments (i.e. no bad advice but you do have to recommend and sell deals to stay in business). 1. Opportunity Evaluation.......................................................................................................................... 4 Questions such as: How good is it? What is the potential (market size; growth rate; potential; company’s competitive advantage; etc.)? What is the value-adding potential? What type of margins can it offer? What is the long-term sustainability? How attractive is the industry and its stage? What kind of business can it create? What is the stage of the venture and what are the risks? 2. Business & Marketing Strategy............................................................................................................... 4 Questions such as: What are the business’s goals? What is the business’ competitive positioning and strategy: is it viable and does strategy take maximum advantage of long-term competitive advantage? What are key risks for investor? How can entrepreneur reduce risks to obtain money? 3. Management ......................................................................................................................................... 4 Questions such as: What are the management requirements for the business to achieve its goals? How would you evaluate the management (team) to fit with company needs based on its track record, nature of team, goals and attitudes, etc.? What would you recommend? 4. Analysis and Recommendations? ........................................................................................................... 3 Questions such as: Your analysis of key points – pros and cons (How good is the opportunity? Does the strategy take maximum advantage of the opportunity or are there problems in the way that the business strategy is developed? What are the risks and can they be reduced? If so, how?) What is your recommendation – invest, do more study or turndown. Note that study costs money. TOTAL .......................................................................................................................................................15