Finance Case Study Presentation Video

Case studies are used to help you see how the past projects and scenarios were addressed. Companies face the task of establishing a need and showing how their solution can add value to your business. Videos are increasingly being used to showcase case study helping them to market their offering and reach new audience.

In this article we look at 20 Excellent Case Study Video Examples that are on the spot. Watch these videos to get ideas for marketing your own service or solution using case study videos. Here we go :


KFC Social Media Case Study Video
Category : Food & Restaurant Case Study Example

KFC is the number 1 restaurant brand on social media. This case study is on how KFC managed to get this title, along with increasing the engagement rate 3 times the industry average and being placed among the top 5 fastest growing social media brand in India. One of the best case study video shows how KFC started an objective based brand campaign and its execution.

Sensis Case Study Video
Category : Digital Marketing Case Study Example

Sensis is Australia’s number 1 marketing services company. Its purpose is to engage Australian consumers with business and deliver it through its leading digital consumer businesses, search engine marketing and optimisation services and through its digital advertising agency, found. Sensis is also Australia’s largest print directory publisher. Watch this sales case study on how Interbrand debunks digital marketing for Sensis.

Facebook Case Study Video
Category : Customer Experience Case Study Example

Facebook is an American for-profit corporation and an online social media and social networking service based in California. Facebook may be accessed by a large range of desktops, laptops, tablet computers and smartphones over the Internet and mobile networks. After registering to use the site, users can create a user profile indicating their name, occupation, schools attended and so on. The case study video communicates how Facebook helps people with the strenuous activity, of being connected. Business Case Study Examples help you to get idea for Marketing.

Contour Digital Campaign Case Study Video
Category : Digital Marketing Case Study Example

Coca-Cola is a carbonated soft drink produced by The Coca-Cola Company. The Coca-Cola Company is the world’s largest beverage company, refreshing consumers with more than 500 sparkling and still brands and nearly 3,900 beverage choices. On their 100th anniversary, they wanted to find people creating happiness online and spreading more of it. Watch this case study explainer video to see how Coca-Cola Company managed to do so using social media. Marketing Case Study Examples help you to get idea for Marketing.

HCL Case Study Video
Category : Business Case Study Example

HCL Technologies Limited is an Indian multinational IT services company, headquartered in Noida, Uttar Pradesh, India. Offers services including IT consulting, enterprise transformation, remote infrastructure management, engineering and R&D and BPO. The company case study will explain to you how HCL helped a leading Mobile Handset Maker, Nokia with High Operational Cost, Vendor Management and Slow Delivery Models. Marketing Case Study Examples help you to get idea for Marketing.

My Wendy’s Mobile App Case Study Video
Category : Food & Restaurant Case Study Example

Wendy’s is an American international fast food restaurant chain founded by Dave Thomas in Ohio, United States. Wendy’s is one of the largest fast food chain in the world. Consumers went to Wendy’s everyday with calories and health on their minds. So, they took this insight and created My Wendy’s Mobile App. Watch this case study video to learn more about their first ever personalized, nutrition based app made Wendy catapult success. Marketing Case Study Examples help you to get idea for Marketing.

Samsung Case Study Video
Category : Telecom Case Study Example

Samsung is one of the world’s leading mobile phone maker. The company also manufacturers things such as televisions, cameras and electronic components. Even after spending the same amount on media advertising and having a higher market share than its competitors, Samsung surprisingly lagged behind in brand awareness. Watch the case study video, to find out how Kantar Media Division, Cymphony, with their thorough understanding of social media helped Samsung to build brand awareness. Marketing Case Study Examples help you to get idea for Marketing.

Nike Air Jordan Case Study Video
Category : Consumer Good Case Study Example

Air Jordan is a brand of Basketball footwear and athletic clothing produced by Nike and endorsed and created for the then Chicago Bulls basketball player Michael Jordan. The original Air Jordan 1 sneakers were produced for Michael Jordan in 1984. Watch the product case study of this revolutionary sports shoes will enable you to know more about how they improvised their ideologies and their marketing strategies to not only compete with brands but to also indulge the general public in this product. Business Case Study Examples help you to get idea for Marketing.

Rapt Media Case Study Video
Category : Digital Marketing Case Study Example

Rapt Media is a 2011 TechStars company based in Boulder, Colorado. Their cloud-based interactive video platform enables brands and strategic solution providers to transform video content into response-provoking experiences. Their technology offers the ultimate in consumer control which drives deeper engagement, learning and desired behaviors. The Case Study video of this company will enable you to understand their work with Room 214, their research and how they managed to find and pursue high quality leads.

Vodafone Case Study Video
Category : Brand Building Case Study Example

Vodafone Group PLC is a British multinational telecommunications company based in London. It owns and operates networks in 26 countries and has partner networks in over 50 additional countries. Even though Vodafone had quickly grown into a major brand via fast acquisitions, the brand felt unloved. Watch the animated Case Study Video to understand how The Pioneer helped Vodafone in creating an original Brand Personality and help the staff in embracing it through the Archetype Board Game. Business Case Study Examples help you to get idea for Marketing.

Cognizant Consulting Case Study Video
Category : Business Case Study Example

Cognizant is an American multinational corporation that provides digital, technology, consulting and operations services. It is headquartered in Teaneck, New Jersey, United States. Watch the corporate case study to understand the client’s need in wanting to identify potential cost savings and performance improvements in it’s data center operations, in addition to improving flexibility and agility in order to support a business diversification strategy. Business Case Study Examples help you to get idea for Marketing.

Collaboration Management Case Study Video
Category : Business Case Study Example

Energy Power Resources (EPR) provides electricity directly to national grid, which is enough power to supply 185,000 homes. But, with 200 users either mobile or working spread across 5 locations and 1 IT support, they needed to find a more robust email system. Now, this Collaboration Management Case Study video will tell you how Richo provided EPR with a detailed technology and cost analysis of several options. Business Case Study Examples help you to get idea for Marketing.

NeedScope Ziera Case Study Video
Category : Apparel & Fashion Case Study Example

Ziera is a shoe brand based out of New Zealand. The brand offers uncompromised style, quality and comfort in every shoe. But before all this, they met with a problem. NeedScope revealed that Ziera had failed to utilize the brand’s emotional potential. Needscope identified the problems and explained that Ziera made women feel powerful, elegant and lively. Watch the branding case study to know more on how NeedScope helped Ziera be more emotive as a brand and promise women a real cinderella moment.

Ford Case Study Video
Category : Automobile Case Study Example

The Ford Motor Company is an American Multinational automaker headquartered in Detroit, United States. They sell automobiles and commercial vehicles. Ford started a National ad campaign called the Ford EcoBoost Challenge which designed to encourage test drives among people and in return they would get 50 Dollars. Ford wanted to use digital media for reliable metrics but there were challenges. Watch the brand case study to find out how Flash Point Communications turned one automotive brand’s unstructured ad campaign into qualified, in-market test-drives with PinPoint Social Technology on Facebook.

Jack & Jones Digital Case Study Video
Category : Apparel & Fashion Case Study Example

Jack & Jones Clothing produces jeanswear that celebrates moments in time. Quality clothing inspired by iconic twentieth century menswear, with a focus on details and authenticity. They started an ad campaign namely The Disruptive Campaign. Watch the animated Case Study video about the Disruptive Campaign and how WatConsult helped them create a space in the minds of the young consumers.

Qantas Points Quest Case Study Video
Category : Aviation Case Study Example

Qantas is Australia’s largest domestic and international airline and is widely regarded as the world’s leading long distance airline. The Qantas Group’s main business is the transportation of customers using two complementary airline brands – Qantas and Jetstar. They launched a new website, Qantas Points, through which the members can get Qantas points and redeem rewards. Watch the Case Study video to understand how the loyalty programme became a major hit.

The Times Case Study Video
Category : Media & Broadcast Case Study Example

The Times is a british daily national newspaper based in London and its sister newspaper, The Sunday Times, is the largest selling british national newspaper in the quality press market category. The ever evolving technology allowed the people to access news brand content wherever and whenever. But the question was, how many people were accessing their content and in which platform. Watch the Case Study video to know how The Times Newspaper Ltd. along with Pwc’s Multi Platform Audience Measurement Methodology could measure their audiences more accurately.

Co-op Insurance Case Study Video
Category : Financial Case Study Example

Co-op insurance is a general insurance company based in Manchester, England. A lot of people wonder why their car insurance costs as much as they do, even if their cars are not worth a lot. Co-op Insurance found out all the things the car insurance is about. Watch the Insurance case study video done by Co-op Insurance as they provide transparency about the cost of car insurance.

Wigdahl Electric Case Study Video
Category : Business Case Study Example

Wigdahl Electric Company provides Electric contracting services. The Company offers designing and installing services. Wigdahl Electric is a pioneer in designing, installing and maintaining in-building wireless and distributed antenna systems. Watch the case study marketing video on how Wigdahl Electric Company worked in team to rebuild and install AT&T’s DAS system in the newly renovated Wrigley Field.

Avid Case Study Video
Category : Business Case Study Example

Avid Technology is an American technology and multimedia company based in Burlington, Massachusetts. It specializes in audio and video, specifically, digital non-linear editing (NLE) systems, management and distribution services. Avid products are now used in the television and video industry to create television shows, feature films and commercials. The small business case study explains Avid as the biggest shake-up in the non-linear editing system.

The Doctors Company
Category : Medical Case Study Examples

The Doctors Company constantly monitors emerging trends and quickly responds with innovative solutions. The video presents an overview of the cybersecurity threats facing healthcare organizations and what they can do to mitigate their risk. Medical Case Study Examples help you to get idea for Marketing.


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  • Overview Video
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  • Youtube Teaser Videos
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Key takeaways from the above Animated Motion Graphics Video examples are :

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With the above Animated Motion Graphics video examples, it’s evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are planning to develop these motion graphics videos, a good start is to develop a brief of what can be the tone and style for your videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids create custom videos based on your brief. With a complete video production services plan at a fixed price, our design team works right from concept development, to art design and animation. Having created 1200 plus explainers for businesses, our Creative team can help you come up with the right fit. Do talk to us or send us a note on what your company plans to create with for the next video requirement.

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Today, we’re going to (finally) wrap up that Dell LBO case study that began months ago.

But more importantly, I’m also going to give you a private equity case study interview presentation template you can copy, paste, and re-use.

You’re also going to learn why you cannot believe much of what the mainstream media says when it comes to deal analysis and finance-related topics.

With this Dell deal, for example, 95% of the commentary in the media focused on the decline in the desktop / laptop markets, the unusual deal structure, Michael Dell’s sweet deal to claim ~75% of the company post-buyout, and so on.

However, those factors – particularly the market declines – make much less of a difference in this deal compared to points that few other people were even talking about.

It’s a classic example of everyone thinking one way about a deal or company when something else altogether mattered more.

Recapping This Case Study

In Part 1, we went through how to find data on the deal and set up the basic model.

Part 2 was about making revenue and expense projections, Part 3 was about how to set up the debt schedules, and Part 4 was about how to model post-buyout add-on acquisitions.

You can understand this article and tutorial without having read any of those, but you’ll get more of it if you’ve been through the first 4 parts.

The Deal is Done!

The main update since last time is that shareholders (amazingly) approved the deal in September.

Many firms already lost so much on Dell that they figured it was probably better to cut their losses at this stage.

Carl Icahn, of course, was pissed, but that always seems to be the case.

The Presentation, the Template, and the Video Tutorial

Here you go:

And here are all the files you’ll need:

I highly recommend full-screening this video in 720p so you can see everything better.

If you’re reading this via email, click here to view the video and this post.

Table of Contents

  • 0:00:Introduction & Case Study Structure Overview
  • 4:47: Overview of Private Equity Case Study Template Presentation
  • 5:48:Executive Summary
  • 7:47:Market Overview and Qualitative Factor Slides
  • 11:09: Discussion of Operating Scenarios
  • 13:09:LBO Model Output and Sensitivities
  • 17:10:What If We’re Wrong? What Factors Could Make the Deal Work?
  • 20:07: Conclusions and Summary

Previously in Private Equity Interviews…

You may have seen previous articles here on private equity interviews and case studies – this one is different for 3 big reasons:

  1. I’ve changed my mind about the most effective way to make case study presentations over the years.
  2. The recommendations I’ve given before are fine for relatively short/simple case studies, but they would not work as well for something as complex as this one.
  3. Oh yeah, and this is a real example + a template you can use and re-use.

My Recommended Structure

If you have a 20-slide presentation, you might divide it as follows:

Slide 1 – Executive Summary / Investment Recommendation

Slides 2 – 6 – Qualitative Factors That Support Your Conclusion

  • The Market
  • Competition
  • Growth Opportunities
  • Risks
  • Deal/Company-Specific Factors

Slides 7 – 16 – The Numbers

  • Valuation vs. Asking Price and/or Current Market Value
  • Revenue, Expenses, and the Scenarios You’ve Built
  • LBO Model Output
  • Commentary on the Numbers – Which cases are most / least likely? Why?
  • The Downside Scenario(s) – VERY important for buy-side modeling and analysis because you will lose your money if you’re wrong

Slides 17 – 19 – The Counter-Factual – Would anything cause your opinion to change? What could cause your recommendation to be incorrect? How can you hedge yourself?

Slide 20 – Conclusions – Similar to the first slide, but now you can reference more of the numbers and specifics you highlighted in the preceding slides.

You can see an example of this structure in the blank presentation template file right here.

If you only have 10 slides or 5 slides or some other smaller number, you could compress this and cut down on the number of slides in each section.

In this case study, we’re skipping over the valuation aspect because we’re analyzing a real deal that actually happened and we’ve been asked to offer our thoughts on it as-is.

You would have to do more work on that in case studies based on potential deals.

The Crux of the Deal: Who Cares About Market Growth – Got Margins?

In a “Base Case” scenario, this deal looks reasonable. We get fairly high IRRs with our baseline assumptions, ranging from 20% all the way up to 50% in the mid-range of the table:

But the “Base Case” scenario here is very rosy since we assume that the Operating Margin increases by almost 2% over 5 years… and that’s starting from a 3.5% margin, so 2% is an increase of over 50%.

The deal looks worse in other cases, including one where margins stay the same and one where margins decline by 1.5% instead:

And then things get really fun in both our own “Downside” case and the Street Consensus Downside case:

In contrast to margins, the decline of the PC and laptop markets barely makes a difference (see the Excel files and presentation for more on that).

This is not surprising: for a company with margins in the ~5% range, you would expect margin changes to make much more of a difference.

So this deal comes down to a very simple question: how certain are we that Dell will maintain its margins?

The answer is “not very” since 1) Margins have fallen in the most recent fiscal year, 2) It’s under a lot of pricing pressure in all markets, and 3) Even its acquisitions have traditionally had < 5% yields. There is very, very little evidence to support margins staying the same or increasing and a lot of evidence to support the opposite case.

As a result, we recommend against buying the company because those Downside cases represent too much risk, the company provides limited information on margins by segment, and there is almost no way to hedge against a risk like pricing pressure in the company’s core markets.

Slide 1: Executive Summary

Keep this simple – 5-6 bullets at the most. State a clear recommendation in the first bullet, followed by a few supporting factors (the numbers work / don’t work, the market is growing / shrinking and the company is well-positioned / not well-positioned, etc.).

Slides 2 – 6: Qualitative Factors That Support Your Conclusion

In these slides, you can focus on the overall market, the company’s competitors, potential growth opportunities, and deal/company-specific factors.

Here, we point out how Dell is in many different markets, each of which has different profile:

  • PCs and Laptops: Flat to negative growth, with a declining market share for Dell.
  • Servers & Networking: Growing modestly and Dell’s share is increasing.
  • Services: Unclear how big the market is, but Dell’s backlog is growing at a good clip and this has been an area of focus for them, especially overseas.
  • Software & Peripherals: Flat growth due to falling hardware sales but rising software sales.
  • Storage: Very small, but also essentially flat growth.

Dell has performed well against the competition in services and software, but it’s unclear how well it will do as an end-to-end IT provider against the likes of IBM and HP. And, of course, it’s a bit of a disaster against lower-priced desktop/laptop competitors and premium competitors (e.g. Apple).

Dell’s best growth opportunities are to increase its Servers/Networking market share, grow indirect sales (i.e. products sold via distributors rather than sales reps), increase Services revenue via bundling, and make large, solid acquisitions.

The biggest “deal” factor here is how Michael Dell’s ownership increases from ~15% to over 75%, invoking the rage of shareholders everywhere.

It’s also unclear exactly why Dell “needs” to go private to turn itself around, given that IBM and HP both did this as public companies.

Slides 7 – 16: The Numbers

The biggest problem here is that Dell doesn’t disclose much information on margins by business segment. Some older investor presentations have numbers, but there’s nothing very recent / helpful.

The most likely outcome is that their performance will be somewhere between the “Street Consensus” case and our “Base Case” – in other words, revenue will decline modestly and margins will also decline.

If Dell really earns very little Operating Income from its declining business segments, we might be more confident of its ability to maintain its margins over 3-5 years.

As it stands, though, the data is ambiguous at best.

Interestingly, the numbers “work” at first glance because:

  • The company still generates $3.0 billion+ of Free Cash Flow each year, even in more pessimistic scenarios.
  • It traded at an EV / EBITDA of 3.9x before the deal was announced, meaning it was very cheap for a tech company.
  • Dell is repatriating close to $10 billion of overseas cash to fund the deal.
  • Michael Dell is rolling over his equity.
  • And as a result of all that, Silver Lake barely contributes any of its own equity – $1.3 billion on a total deal size of $24 billion. It gets over 2x that equity contribution in FCF in just the first year!

Of course, the “Downside” cases here don’t look too pretty, which is the main reason we’re recommending against investing.

Yes, on a bright sunny day when leprechauns are dancing in the forest every deal looks great… but some deals fall apart in the Downside cases, while others hold up better.

This one falls apart even with very modest market share and margin declines.

Slides 17 – 19: The Counter-Factual

If we were making an “INVEST” recommendation, we might look at the risk factors in more detail here, explain why we might lose money on the deal, and how we could hedge against those risks.

Since we’re arguing against the deal, though, we list several factors that might make it work instead:

  1. If we were more certain of margins in future years;
  2. If we found out for sure that desktops/laptops contributed very little to the company’s margins;
  3. If it were a simpler company with a clear buyer (we might have to sell off business lines separately here, which adds to the exit risk);
  4. If there were other viable acquisition candidates with higher yields (15-20%) that weren’t incredibly expensive.

So it’s possible that our recommendation might be wrong – and you want to show interviewers and firms that you’ve thought through that possibility.

Slide 20: Conclusions

This slide restates the Executive Summary slide slightly differently.

We point out the crux of the deal: everyone was worried about the PC and laptop markets, when margins and margin contributions by business segment matter a lot more.

Without further insight into those, and more clarity around how its older acquisitions are now performing, this is a tough deal to recommend.

What Next?

Download all the documents above, including the template I gave you, and get to work picking this presentation apart and using it in your own case studies. The “blank template” file will also come in handy.

Oh, and subscribe to our YouTube channel to get even more tutorials and videos.

Between now and the end of the year, I’m going to add more shorter 5-10 minute clips for quick review of key topics.

That’s All For Now

With that, we’re done with this case study. The full 24-part case study that goes into more granular detail is already available on BIWS if you’ve signed up for one of the modeling courses there.

We’re gradually adding more YouTube videos to the M&I / BIWS channel, and I may do another case study like this one next year.

But it’s really up to you: articles/tutorials like this one tend to get a poor response rate since they’re so dense and packed with information.

Do you want to see more case studies? Shorter and simpler videos and examples? Or do you prefer to read about non-technical topics on this site?

Let me know when you have a chance.

The Rest of the Series:

About the Author

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street. In his spare time, he enjoys memorizing obscure Excel functions, editing resumes, obsessing over TV shows, traveling like a drug dealer, and defeating Sauron.

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