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Sink Or Float: An Oliver Wyman And Duke Royalty Investment Opportunity

Mary Gillett; Amy Horrocks

商品編號:9B18B005
出版日期:2018/05/06
再版日期:2018/09/28
商品來源:
商品主題:Accounting; International Business
商品類型:Case (Field)
涵蓋議題:long term investment, financial analysis, royalty financing
難易度:4 - Undergraduate/MBA
內容長度:11 頁
地域:Netherlands; United Kingdom; United States
產業:Arts; Entertainment; Sports and Recreation
事件年度:2016

In late 2016, an analyst at Oliver Wyman (OW), was contemplating the high stakes of her new project. European riverboat company Temarca Group (Temarca) had just approached Duke Royalty (Duke) seeking €9.0 million to expand its riverboat fleet at the time. The analyst had to consider the first potential investment for the newly-formed partnership. If a financing decision was made, Temarca would be one of the first investments in Duke’s portfolio. The analyst had to ensure this investment was aligned with Duke’s investment mandate, met the financial criteria, and delivered the targeted returns essential to please keystone investors. Similarly, she knew this deal would be highly scrutinized by the OW partners because Temarca would be OW’s first fully-financed deal with Duke. With all this in mind, the analyst's task was to make a preliminary recommendation to the chief executive officer of Duke and a founding partner of OW about the soundness of the opportunity. She had to decide whether Duke should invest in Temarca or pass on this opportunity.

教學手冊:Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity - Teaching Note
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