Location and Time

3pm-6pm on Friday November 1st, 2019

Jon M. Hunstman Hall

University of Pennsylvania



$2,000 prize for 1st place time

One on One meeting with Private Equity Experts

Team Composition

Minimum of three individuals; maximum of five

At least one individual with prior Private Equity experience is recommended

Entry Deposit Fee

$100 per team (to be refunded after presentation)

Payment will be accepted via Venmo to “@geet-bhatt” [Include “WABF PE Case” in the payment submission]

Competition Details

Registered teams will be given ten days to analyze a case and craft a recommendation presentation once the case is released by the 20nd of October

Investment proposal should include executive summary, company overview, industry overview, investment thesis and risks, key due diligence items, value creation plan, transaction structure, exit plan, IRR and MOIC return estimates

Teams must submit their presentations to gbhatt@wharton.upenn.edu by the 30th of October for preview by the panel of judges

Two rounds of competition will take place: (1) Preliminary Round (2) Final Round

The Preliminary Round will consist of a 20-minute presentation to a panel of judges, followed by five to ten minutes of questions. All registered teams will present in the preliminary round

The final round will be comprised of a compressed presentation and a longer question and answer session. The top three teams will be selected to advance to the final round

Application Procedure

Interested teams should complete the registration form and submit the deposit by Friday, October 18th for access to case materials

Materials will be distributed by Sunday, October 20th

Further Information

Additional information including detailed competition rules, competition agenda and case will be e-mailed to registered teams. For further information contact gbhatt@wharton.upenn.edu



Peter Tropper

Wharton Faculty


To be Announced