Course Detail (Course Description By Faculty)

Cases in Financial Management (35201)

This case course is designed to utilize, reinforce and enhance the concepts in corporate finance you accumulated in 35200 using the case method and some lecture material. In this course, students will practice various valuation techniques, evaluate three acquisition cases, complete an LBO model and evaluate the governance aspects of an LBO, discuss optimal capital structure, review capital markets including public equity, convertibles, bank and debt markets, including analyzing an Initial Public Offering (“IPO) and learn about shareholder activism and finally, evaluate a company break-up case.

There are 9 cases, one due each week, completed in groups. Week 1 and 2 cases will be a review of the basics of valuation methods. Then, the course will progress to more advanced topics. Because this is a case course, the student’s active engagement, participation and attendance is critical to his/her own success in the course and is graded. The instructor employs “cold calling” during the interactive class time whether the class is held in person or on Zoom. There will be pre-recorded lectures that may be viewed at the student’s convenience to supplement the understanding of the course material each week.  Short multiple choice quizzes will be required each week as a check-point for understanding. In all, the final course grade will be based on class participation (including in-person attendance), case write ups, weekly quizzes, and an in-class final exam to be given during the regularly schedule exam period, no exceptions granted.

There is no option to take the final exam remotely.

Business 35000 (or 35901) and 35200 (or 35902) are required: strict. It is mandatory for all students to submit the case write up due in week 1.

For those students who wish to request a waiver of prerequisites for the course, please provide Professor Born your resume, a list of accounting and finance classes completed at Booth and a list of accounting and finance classes from undergrad or other graduate studies.  With this, she can evaluate your background for a waiver.

  • Strict Prerequisite
Cases and supporting reading materials (which are primarily optional) will be posted in Canvas, and either Berk and DeMarzo, Corporate Finance (Prentice Hall) or Brealy Myers and Allen, Principles of Corporate Finance (McGraw Hill) can be helpful background reading.
The grade will be based upon graded Case Write Ups, Short Weekly Quizzes, Class Participation, Class Attendance and an in-class Final Exam. No pass/fail grades. No auditors. No early final grades.  There is no option to take the final exam remotely.

Case write ups are due each week; this includes the write up for Week 1's class even if course is added later.
  • No auditors
  • No pass/fail grades
Description and/or course criteria last updated: January 02 2024
SCHEDULE
  • Autumn 2023
    Section: 35201-01
    T 1:30 PM-4:30 PM
    Harper Center
    C09
    In-Person Only
  • Autumn 2023
    Section: 35201-81
    T 6:00 PM-9:00 PM
    Gleacher Center
    208
    In-Person Only
  • Spring 2024
    Section: 35201-01
    T 8:30 AM-11:30 AM
    Harper Center
    C01
    In-Person Only

Cases in Financial Management (35201) - Born, Laura>>

This case course is designed to utilize, reinforce and enhance the concepts in corporate finance you accumulated in 35200 using the case method and some lecture material. In this course, students will practice various valuation techniques, evaluate three acquisition cases, complete an LBO model and evaluate the governance aspects of an LBO, discuss optimal capital structure, review capital markets including public equity, convertibles, bank and debt markets, including analyzing an Initial Public Offering (“IPO) and learn about shareholder activism and finally, evaluate a company break-up case.

There are 9 cases, one due each week, completed in groups. Week 1 and 2 cases will be a review of the basics of valuation methods. Then, the course will progress to more advanced topics. Because this is a case course, the student’s active engagement, participation and attendance is critical to his/her own success in the course and is graded. The instructor employs “cold calling” during the interactive class time whether the class is held in person or on Zoom. There will be pre-recorded lectures that may be viewed at the student’s convenience to supplement the understanding of the course material each week.  Short multiple choice quizzes will be required each week as a check-point for understanding. In all, the final course grade will be based on class participation (including in-person attendance), case write ups, weekly quizzes, and an in-class final exam to be given during the regularly schedule exam period, no exceptions granted.

There is no option to take the final exam remotely.

Business 35000 (or 35901) and 35200 (or 35902) are required: strict. It is mandatory for all students to submit the case write up due in week 1.

For those students who wish to request a waiver of prerequisites for the course, please provide Professor Born your resume, a list of accounting and finance classes completed at Booth and a list of accounting and finance classes from undergrad or other graduate studies.  With this, she can evaluate your background for a waiver.

  • Strict Prerequisite
Cases and supporting reading materials (which are primarily optional) will be posted in Canvas, and either Berk and DeMarzo, Corporate Finance (Prentice Hall) or Brealy Myers and Allen, Principles of Corporate Finance (McGraw Hill) can be helpful background reading.
The grade will be based upon graded Case Write Ups, Short Weekly Quizzes, Class Participation, Class Attendance and an in-class Final Exam. No pass/fail grades. No auditors. No early final grades.  There is no option to take the final exam remotely.

Case write ups are due each week; this includes the write up for Week 1's class even if course is added later.
  • No auditors
  • No pass/fail grades
Description and/or course criteria last updated: January 02 2024
SCHEDULE
  • Autumn 2023
    Section: 35201-01
    T 1:30 PM-4:30 PM
    Harper Center
    C09
    In-Person Only
  • Autumn 2023
    Section: 35201-81
    T 6:00 PM-9:00 PM
    Gleacher Center
    208
    In-Person Only
  • Spring 2024
    Section: 35201-01
    T 8:30 AM-11:30 AM
    Harper Center
    C01
    In-Person Only