Case Competitions

Case competitions are a great way to gain exposure to the investment banking industry. We highly encourage sophomores who are interested in investment banking to participate. Curious freshmen are also welcome to take part in case competitions, if permitted by the event.


2018 Barclays Banking Case Competition

Tesla Inc. has mandated your team to represent the company as a strategic advisor. The company's management team has asked your team to advise the company on the feasibility of a potential merger/spin. 

Groups selected to participate were notified on Tuesday, April 17. If your team was selected, please suggest and pitch an idea that will bring the client to the next level. Presentations will be assessed based on creativity, feasibility, complexity, aesthetics as well as depth of analysis. 

Wednesday, April 25, 2018: Final case submissions are due at 9am EST with no exceptions.
Thursday, April 26, 2018 : Finalists will be notified and given more details.
Friday, April 27th: Finalists present at the office. Each team will have ten minutes to present the case, and are expected to take questions at any point in the presentation. 


2018 credit suisse investment banking case competition

PayPal Holdings, Inc., an approximately $90 billion market capitalization digital and mobile payments company, has approached your team for a strategic review of the Company in light of recent business events and its market performance. The Company wants your team to advise them on what they should do next to create value for their shareholders. The Company has requested you to consider the following corporate actions (but not limited to):

  • Strategic acquisition
  • Joint venture
  • Sale of the business to a sponsor (leveraged buyout) or a strategic acquirer
  • Divestiture / spin-off / carve out of business segment
  • Return cash to shareholders / Dividend recapitalization

PayPal would like for you to recommend a strategic direction that would maximize shareholder value and continue to position the Company for long-term success. Your 3–4 person team, acting as Credit Suisse investment bankers, will prepare a 15-minute presentation to the management of PayPal.

The final submission deadline is March 8, 2018 at 5:00 PM. Please submit a PDF file of your presentation and your resumes to finance.society@stern.nyu.edu. Please title the email "NYU Case Competition Presentation – [Your Team's Name]." Finalists will be notified by March 19, and the case competition finals will be held March 23.


2017 J.P.Morgan Investment Banking Case Competition

The management of Nike, Inc. has submitted a request for advice on potential strategic alternatives in light of recent developments:

  • Sports as a lifestyle: athleisure and healthy fitness trends have led the Company and industry competitors to bring style and fitness together
  • Nike’s shares tumbled after their 2017 Q3 earnings release

Potential proposals include, but are not limited to:

  • Mergers & Acquisitions
  • Sales or Divestitures
  • Joint Ventures
  • Maintaining the Status Quo and Pursuing Organic Growth
  • Other

Your 3 to 4 person team, acting as J.P. Morgan investment bankers, will prepare a 10-minute presentation to the management of Nike. Please email finished cases in PDF format with resumes of team members to finance.society@stern.nyu.edu no later than Friday, March 31, 2017 at 1:00 PM with the subject line: Case Submission – [Team Name]. Semi-Finalists will be notified in the evening on March 31st and will present on Sunday, April 2rd to qualify for the final round on Wednesday, April 5th at J.P. Morgan.


2016 goldman sachs investment banking case competition

The Management team and Board of Directors of Angeltown Natural Resources Corporation, a publicly-traded natural resources and investment company, have engaged their choice of investment bank to decide on the appropriate next steps for Angeltown Natural Resources Corporation. 

After much deliberation, the Board of the Company decided to put the company up for sale to interested buyers in early March. On March 28, 2016, the Company received a formal takeover offer from Canadian Capital Partners, a privately-held investment firm focused on special situation opportunities in North America. On April 11, 2016, the Company received another formal takeover offer from California Timber Corporation, a privately-held Sacramento-based timber company focused on sustainable harvesting. Both offers are all-cash offers.

Given the recent developments, the Company has asked has their investment bank to provide its assessment to the Board of Directors of the fundamental value of the Company, and its views on a potential sale or other strategic alternatives. In particular, the Board wants answers to the following questions:

  • What is the appropriate standalone value of the Company?
  • Who are the potential acquirers for the Company, what should each acquirer be willing to pay, and why?
  • Is now a good time to sell the business? If a sale is not recommended for the Company, should the Company pursue any other alternatives to return value to shareholders?

Please email finished cases in PDF format with resumes of team members to finance.society@stern.nyu.edu no later than Wednesday, April 27, 2016 at 1:00 PM with the subject line: Case Submission – [Team Name].


2016 J.p.morgan investment banking case competition

The management of Johnson & Johnson has submitted a request for advice on potential strategic alternatives in light of recent developments:

  • Recent legal issues related to baby powder and corresponding poor press
  • Variety of product lines and large industry mix
  • Declining revenue and profitability

Potential proposals include, but are not limited to:

  • Mergers & Acquisitions
  • Sales or Divestitures
  • Joint Ventures
  • Maintaining the Status Quo and Pursuing Organic Growth
  • Other

Your 3 to 4 person team, acting as J.P. Morgan investment bankers, will prepare a 10-minute presentation to the management of Johnson & Johnson. Please email finished cases in PDF format with resumes of team members to finance.society@stern.nyu.edu no later than Friday, April 1, 2016 at 1:00 PM with the subject line: Case Submission – [Team Name]. Semi-Finalists will be notified in the evening on April 1st and will present on Sunday, April 3rd to qualify for the final round on Friday, April 8th at J.P. Morgan.