FIN 423 Case #1 - Carrols IPO

NOTE: Carrols has not specified the number of shares it proposes to sell in its IPO. Therefore, you must evaluate and negotiate over the equity value of the firm after the IPO.

Click here to go to the hypertext version of the Underwriter's case assignment, including access to the necessary background information and instructions.

Click here to go to the hypertext version of the Management's case assignment, including access to the necessary background information and instructions.

A full-text version of the Underwriter's assignment is available in Acrobat's portable data format (.pdf). The file is about 19K and can only be viewed (and printed) using a copy of Acrobat Reader.

If you want the current version of the Adobe Acrobat Reader for other platforms, visit Adobe's web page by clicking the image below.

Click here to download this assignment.

A full-text version of the Management's assignment is available in Acrobat's portable data format (.pdf). The file is about 19K and can only be viewed (and printed) using a copy of Acrobat Reader.

Click here to download this assignment.

A full-text version of the red herring prospectus is available in Acrobat's portable data format (.pdf). The file is about 1,934K and can only be viewed (and printed) using a copy of Acrobat Reader.

Click here to download this prospectus.

Click

  1. here [in ZIP format],or

  2. here [in XLS format] containing information on US IPOs from January 1995 through January 2002. This file is about 2,683K.
Click here to go to the hypertext list of Management and Underwriting teams.
Click here to see the histogram showing the grades for the reports.

A histogram showing the grades for the reports is available in Acrobat's portable data format (.pdf). The file is about 3K and can only be viewed (and printed) using a copy of Acrobat Reader.

Click here to download this graph.

Click here to see the histogram showing the grades for the negotiations.

Click here to download this graph in PDF format.

Click here to see the histogram showing the total grades for this case.

A histogram showing the total grades for this assignment is available in Acrobat's portable data format (.pdf). The file is about 3K and can only be viewed (and printed) using a copy of Acrobat Reader.

Click here to download this graph.

An example of a good answer to this case is available in Acrobat's portable data format (.pdf). The file is about K and can only be viewed (and printed) using a copy of Acrobat Reader.

Click here to download this sample answer.

Powerpoint Presentation on IPO Cases

A condensed presentation handout is available in Acrobat's portable data format (.pdf). The file is about 32K and can only be viewed (and printed) using a copy of Acrobat Reader.

Click here to download this presentation.

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© Copyright 1996-2006, G. William Schwert Last Updated on 10/16/2006