Finance

JAKE EBERHART

Co-Director

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DC MORRIS

Co-Director

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MEAGHAN HANLEY

Co-Director

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Mission Statement

To provide participants ample opportunities to apply financial valuation models in first hand, real world applications. Through project participation and dialogues with industry experts, members expand their financial lexicon, foster meaningful relationships, and develop essential business skills and professional etiquette.

Projects

Mondays @ 7:00 pm

Danke Ballroom

Students will work with investment professionals at Ares Management, analysing opportunities within the Direct Lending Space. Students will analyse a potential direct lending opportunity, leading the due diligence process and ultimately advising on if Ares should proceed with the investment.

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Mondays @ 7:30 pm

Danke Ballroom

Participants will analyze a potential merger or acquisition. The project will consist of a blend of quantitative and qualitative analysis from equity research and investment banking. Topics will range from simple company overviews to advanced modeling. Students will ultimately present to Robert W. Baird in their Chicago office.

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Mondays 

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Students will conduct credit, financial, and market analyses, and evaluate three proposed LBO financing structures to support a Private Equity sponsor’s bid to take a company private. The project will be traveling to New York City. Applications are required, as there are a limited number of competitive spots available.

Mondays @ 8:30 pm

Danke Ballroom

Students will conduct credit, financial, and market analyses, and evaluate three proposed LBO financing structures to support a Private Equity sponsor’s bid to take a company private. Ultimately, students will recommend a structure to professionals at Credit Suisse through a presentation at the conclusion of the project.

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Mondays @ 9:30 pm

Jordan Auditorium

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Students will participate in a case study acting as a company’s trusted advisor, following the decision of an activist investor, to take a significant stake in a publicly-traded company. The project will conclude with a presentation at Deutsche Bank’s offices in Chicago. 

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DG-19 would like SIBC to develop an investment strategy to make direct investments in companies that are involved in game development, gaming infrastructure, and e-sports. Assuming  a $100.0 million budget, take a 5 year look into the future and make investment recommendations based on where the market will be in 2025. 

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Two teams of students will be selected to analyze and strategically advise the same client. Each team will conduct industry and company analyses and analyze different strategic alternatives for the company including but not limited to an equity or debt issuance, a sale of the company, and an acquisition. One recommendation will emerge.

Project Leaders:

Mondays @ 8:00pm

Danke Ballroom

Students will look at three consumer-focused companies in the same competitive space and ultimately select one business to invest in from the perspective of a mutual fund. Students will learn about the investment process, judging risks and merits and valuation techniques through a blend of quantitative and qualitative analysis.

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Mondays @ 7:30 pm

Jordan Auditorium

Participants will engage in an analysis of potential hedge funds across a variety of industries. This project is designed to put students in the shoes of a portfolio manager at GCM Grosvenor. Students will ultimately choose a hedge fund to invest in and travel to Chicago to present their findings.

Project Leaders:

Mondays 

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Two teams of students will be selected to analyze and strategically advise the same client. Each team will conduct industry and company analyses and analyze different strategic alternatives for the company including but not limited to an equity or debt issuance, a sale of the company, and an acquisition. One recommendation will emerge.

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Mondays @ 6:30 pm

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Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine industry companies, trends, and characteristics before the target buyout company is chosen. The target company will be valued using DCF modeling and precedent transactions.

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Team 1

Mondays @ 6:00 pm

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Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine industry companies, trends, and characteristics before the target buyout company is chosen. The target company will be valued using DCF modeling and precedent transactions.

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Team 2

Mondays @ 9:00 pm

Jordan Auditorium

This project offers an in-depth look in to the analysis related to advising distressed companies. Students will think critically and use their financial analysis in different ways to identify the best strategic alternative for the company moving forward. Students will evaluate various strategies from the perspective of all relevant stakeholders.

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Mondays @ 8:30 pm

Jordan Auditorium

Participants will act as investment management analysts responsible for a diversified equity portfolio. The project will include coverage of portfolio management techniques through hedging across multiple verticals. Valuation work will include discounted cash flow and multiples analysis. The project will be traveling to New York City.

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Mondays @ 8:00 pm

Jordan Auditorium

The LaSalle project is an excellent introduction to Real Estate Investing; Students will work with investment professionals at LaSalle, choosing a sector within Real Estate to study and then source investment opportunities within the sector.

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Mondays 

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A team of students will analyze a private company and be responsible for evaluating the credit and deciding if it is a worthwhile investment. Then, they will propose a capital structure that would be an attractive investment from Maranon’s perspective. The project will culminate in a final presentation in Maranon's chicago office.

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Tuesdays @ 9:30 pm

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Morningstar is a market leader in investment research. This project takes students through valuation methods in determining buy, sell, or hold guidance on a stock and will consist of a blend of quantitative and qualitative analysis. The project will culminate in a presentation to Morningstar in Chicago, and is a simulation of real equity research.

Mondays @ 6:30 pm

Danke Ballroom

Members will serve as debtor advisors to a distressed company and recommend strategic alternatives. Presentation materials will include capital structure analysis, liquidity forecasts, key debt document insights, and potential company transactions. The team will present its findings to a team of PJT restructuring advisors from in New York.

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Mondays @ 9:00 pm

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Participants will analyze a potential merger or acquisition and get to interact with bankers at PWP’s Chicago office. The project will culminate in a virtual presentation and the students will recommend on if their client should pursue a strategic acquisition.

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Mondays @ 7:00 pm

Jordan Auditorium

Participants will apply qualitative and quantitative valuation techniques to analyze a hypothetical merger between two companies. Students will be guided by bankers at William Blair to better understand the M&A process and associated components. Students will travel to William Blair's HQ in Chicago to present their analysis.

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