Order custom Harvard Business Case Study Analysis & Solution. Starting just $19
Fern Fort University
Blackstone and the Sale of Citigroup's Loan Portfolio Case Study Memo
Case Study Recommendation Memo Assignment
At Fern Fort University, we write Blackstone and the Sale of Citigroup's Loan Portfolio case study recommendation memo as per the Harvard Business Review Finance & Accounting case memo framework. If you are looking for MBA, Executive MBA or Corporate / Professional level recommendation memo then feel free to connect with us.
Other topics that can be covered in the above case memo are Financial management, Financial markets, Marketing, Reorganization . The recommendations in the case memo are - aligned with strategy of the company, based on robust data, and provide a clear roadmap for execution.
Order Now - Blackstone and the Sale of Citigroup's Loan Portfolio Case Memo
Order Now - Blackstone and the Sale of Citigroup's Loan Portfolio Porter 5 Forces Analysis & Industry Analysis
Blackstone and the Sale of Citigroup's Loan Portfolio Description
Finance & Accounting Case Study | Authors :: Victoria Ivashina, David S. Scharfstein
The credit boom that preceded the 2007-2009 financial crisis led to several lending practices that exposed banks to large risks. In particular, when the financial crisis unraveled, there were several billion dollars' worth of leveraged buyout (LBO) loans that were meant to be syndicated but-due to full underwriting-had to be funded by the originating banks. The case protagonist is Bennett J. Goodman, a Senior Managing Director at Blackstone. Goodman evaluates the opportunity to buy a fraction of the leveraged loan portfolio being offered for sale by Citigroup. This case can be used as a vehicle for discussing details of leveraged financing. In particular, it illustrates the close connection between syndicated-lending-backed leveraged transactions and loan securitization, and provides a context for discussion of factors that led to the leveraged credit boom that ended in 2007. The case also provides in-depth details of the structure of the transaction and its underlying assets, and serves as a means for understanding and valuing alternative investment strategies pursued by private equity firms during the credit-market crisis. As a byproduct, students learn how to use credit default swaps (CDS), a market-based indicator, for valuation.
Financial management, Financial markets, Marketing, Reorganization
Purpose of Finance & Accounting Case Study Recommendation Memo
A Case Study Memo or Case Study Recommendation Memo is a routinely used document in leading organizations, and you may be writing number of such memos to executive leadership to “sell” or elevate an initiative that either you are undertaking or you wanted to kick start. Therefore, it is essential that you have a professional case study recommendation memo.
The purpose of a recommendation memo is to concisely recommend a course of action and provide rationale supporting the recommendation. The case study recommendation memo is a one-two page document (not including exhibits) that recommends your course of action and rationale. This format promotes a concise and clear strategic thought process.
Elements of a Case Study Recommendation Memo for – MBA & Executive MBA
1. First Paragraph of Blackstone and the Sale of Citigroup's Loan Portfolio recommendation memo
- This paragraph expresses your intent or action that you required after reading the Blackstone and the Sale of Citigroup's Loan Portfolio case study (This recommends……).
- Topic overview of the case study (the “what”, not “when” or “how”): costs, funding, etc.
- Ends with the hook: selling idea, the “why” or payoff: this part reveals the author’s point of view. What you intend to do after reading the case and it clearly mention your decision.
Order Now - Blackstone and the Sale of Citigroup's Loan Portfolio Case Memo
Order Now - Blackstone and the Sale of Citigroup's Loan Portfolio SWOT & PESTEL Analysis
2. Background of Blackstone and the Sale of Citigroup's Loan Portfolio case study
This paragraph explains why we are talking about this today. It lays out the story. It provides us details from the case story such as -
- Historical perspective on the problem is provided. Details are elaborated that underline the given problem.
- Highlights - what brought us to this moment, why we are in this position, what brought about the need to make this decision.
- Dimensionalize the importance of the problem to the organization and how it is impacting the organization.
- Constraints – Provide a situational analysis based on case study analysis.
- Keep the background section both factual and concise. It is part of the memo where we provide a brief insight into the problem and define the problem.
Checklist
Is the background clear, concise, and easy to follow?
Does it explain why action is needed now?
Does the appropriate sense of urgency come across in the case study?
3. Recommendations for Blackstone and the Sale of Citigroup's Loan Portfolio Case Memo
Recommendations section will provide details regarding what is needed to be done, how it can be done, when to do it and who will do it. It can be elaborated with scenario planning as businesses
- The details of what, when and how. NO 'why'.
- This section should be very specific (100% clear). It must be actionable (How much will it cost, when, how, who). The reader should be able to read this and know how to carry out this recommendation.
- Some cases will require more than one recommendation. It often happens that the firm will require more than one recommendations as there are numerous unknown in the market place.
Checklist
Is the recommendation clear and actionable? Does the firm has capability to implement the recommendations or does it needs to hire fresh talent?
4. Basis for the Recommendations
- Here the reader of the case memo will learn WHY each recommendation is the UNIQUE right thing to do.
- 2-3 solid reasons are typical. The reasons should be backed by clear logic, organization’s vision and mission statements, and robust data analysis.
- Orignal recommendation can be backed by few supporting roadmap to actions. In operations cases the Critical Path Method of PERT can be used to illustrate the point.
- Support includes impact on profit, share, and anything else that can affect long-term business goals of the firm.
- Analysis should address applicable quantitative issues such as NPV, break even analysis, pro forma statement of project budget, sensitivity analysis; as well as qualitative issues, such as, technology consistency, architectural conformance, innovation potential, etc.
- Appeals to precedent and anecdotal evidence in absence of data, but only in limited, carefully constrained manner.
- Shows how the recommendation will put the firm at a competitive advantage or is simply acompetitive necessity.
- The goal is to read the basis and conclude the recommendation.
Checklist
- Is the recommendation an inescapable conclusion of the basis?
- Does the basis for recommendation appropriately consider:
1. Core competencies and consistency with mission?
2. External customers and internal clients?
3. Competitors?
4. Attractiveness – quantitative measures if applicable (e.g., NPV, ROI, break-even, payback)? - Are all assumptions explicitly stated (e.g., needs, technology trends)?
5. Discussions
- Outline other alternatives not selected and provide brief reasoning for doing so.
- Discuss risks and key assumptions for Blackstone and the Sale of Citigroup's Loan Portfolio case memo (use full disclosure, reference options grid) of your recommendation.
- When you give a precise number or range, you must support the basis as well.
Checklist
- Is the analysis thorough with key alternatives fairly considered using options grid?
- Risks associated with recommendation for Blackstone and the Sale of Citigroup's Loan Portfolio are properly addressed given the present capabilities and future expectations?
6. Next Steps for Blackstone and the Sale of Citigroup's Loan Portfolio case study memo
- Clearly specify the roadmap of the execution. Provide specific date and action that are required to carry on the next steps.
- Task assignment, objectives, roles and metrics should be mentioned in advance to reduce ambiguity and replication. (what will be done, by whom, and by when)
Checklist
- Clear follow-up/next steps?
- If appropriate, lay out timeline with key milestones to implement recommendation.
7. Exhibits for Blackstone and the Sale of Citigroup's Loan Portfolio case memo
- An Exhibit can be a data chart, map, graph, grid, or simple data table.
- While doing the calculations please mention all the assumptions. The reader won’t able to decipher each of the assumption so make them explicit.
- Exhibits should have Title, sources, footnotes to calculation. The point of the Exhibit should be instantly clear to the reader.
- Exhibits should be cited in the proper order (i.e., do not cite Exhibit 4 first in your Memo and then Exhibit 2).
Checklist for Blackstone and the Sale of Citigroup's Loan Portfolio case study memo exhibit
- Is the analysis presented in the case memo - precise, accurate, and data-based?
- Are the exhibits clearly laid out, titled, and referenced in the case study memo?
- Is every assumption mentioned in the case memo is explicitly listed?
NOTE: Every memo may not include every element described above. The specific case will dictate what must be included. For custom case memo please email us or process the order.
You can order Blackstone and the Sale of Citigroup's Loan Portfolio Case Study Recommendation Memo with us at Fern Fort University .
Order Now
Next 5 Case Study Recommendation Memo
- Times Mirror Co. PEPS Proposal Review Case Study Recommendation Memo
- Franklin Templeton India: The Cash Holding Dilemma Porter Five Forces Analysis
- Xedia and Silicon Valley Bank (C): The Final Agreement Porter Five Forces Analysis
- Porsche, Volkswagen, and CSX: Cars, Trains, and Derivatives Porter Five Forces Analysis
- ABRY Partners and F+W Publications Porter Five Forces Analysis
Previous 5 Case Study Recommendation Memo
- Carried Interest Porter Five Forces Analysis
- Neeley University Investment Management Co. Porter Five Forces Analysis
- Leader Bank, N.A., Chinese Version Porter Five Forces Analysis
- Exchange-Traded Funds at Vanguard (A) Porter Five Forces Analysis
- Liquidity, Mutual Fund Flows, and ReFlow Management, LLC Porter Five Forces Analysis
HBR Case Studies Solutions
- Times Mirror Co. PEPS Proposal Review case study solution
- Franklin Templeton India: The Cash Holding Dilemma case study solution
- Xedia and Silicon Valley Bank (C): The Final Agreement case study solution
- Porsche, Volkswagen, and CSX: Cars, Trains, and Derivatives case study solution
- ABRY Partners and F+W Publications case study solution