m&a case study ppt

A blueprint for M&A success

Large mergers and acquisitions (M&A) tend to get the biggest headlines, but, as McKinsey research  indicates, executives should be paying attention to all the small deals, too. These smaller transactions, when pursued as part of a deliberate and systematic M&A program, tend to yield strong returns over the long run with comparatively low risk. And, based on our research, companies’ ability to successfully manage these deals can be a central factor in their ability to withstand economic shocks. 1 Martin Hirt, Sven Smit, Chris Bradley, Robert Uhlaner, Mihir Mysore, Yuval Atsmon, and Nicholas Northcote, “ Getting ahead of the next stage of the coronavirus ,” April 2020.

The execution of such a programmatic M&A strategy  is not easy, however. Consider the situation at one global cosmetics company (a hypothetical case based on real-world experiences). Enthusiastic executives all had different ideas about which M&A opportunities the company should pursue (exhibit).

Undue influences

The hypothetical case of the global cosmetics company points to two common cognitive biases that can emerge when any company attempts to pursue programmatic M&A: the shiny-object syndrome and Maslow’s hammer.

The shiny-object syndrome —also known as extreme distraction. Companies that continually chase down the next new thing run the risk of pursuing initiatives in the wrong order, skipping foundational tasks, or duplicating efforts and investments.

The M&A team at the cosmetics company, for instance, was reactive. It was swayed by deals sourced by third parties, and it ended up inventing growth strategies around possible, exciting targets without a clear understanding of how they could generate value.

Maslow’s hammer. In his 1966 book The Psychology of Science (HarperCollins), psychologist Abraham Maslow stated, “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” This is the approach the cosmetics company favored—establishing a well-organized M&A team but then using it to drive almost all growth rather than applying it only to those opportunities best suited to be bought, not built.

Without an M&A blueprint to provide an incontrovertible fact base and action plan, the cosmetics company’s efforts to implement programmatic deal making turned into a quixotic, time-wasting effort.

The CEO was pushing for a big bet on digital given the company’s superior financial position. Some senior leaders proposed expansion in greater China, the fastest-growing market for premium cosmetics. Other business-unit leaders saw poten­tial in the markets for organic products and men’s grooming. All had their own agendas (see sidebar, “Undue influences”).

Propelled by a healthy dose of FOMO (or fear of missing out) but lacking a clear set of priorities, the M&A team made multiple small bets on a range of businesses—even on some unexpected targets in adjacent markets (such as pet grooming). But the team did not have a clear plan for creating value from these targets nor for integrating them into the current business structure. The result? The organization ended up wasting time and resources on deals that were mostly unsuccessful, and its executives unintentionally created an unwieldy portfolio of businesses.

The M&A blueprint prompts business leaders to conduct a thorough self-assessment along with a comprehensive market assessment.

As this example illustrates, success in programmatic M&A requires much more than just executing on a long string of deals. Acquirers must articulate exactly why and where they need M&A to deliver on specific themes and objectives underlying their overarching corporate strategies. In addition, they must give careful thought as to how they plan to pursue programmatic M&A—including constructing a high-level business case and preliminary integration plans for each area in which they want to pursue M&A.

Taken together, these factors combine into what we call an M&A blueprint. In this article we discuss how it can be implemented to help organizations remain unrelentingly focused on their investment thesis throughout the deal process. Having a clear M&A blueprint is even more critical as com­panies begin to consider how to rebound from COVID-19. Without an M&A blueprint, it will be more difficult for companies to distinguish between through-cycle opportunities  that are consistent with their corporate strategy and “low hanging, distressed asset” deals that are not.

M&A blueprint: The building blocks

The M&A blueprint can help executives answer three main questions: Why and where should we use programmatic M&A to achieve our corporate strategy? And how should we use programmatic M&A to achieve our corporate strategy? Answering these questions will require asking still more clarifying questions about specific organizational strengths and capabilities, resources available, and other inputs to effective deal making.

Understanding ‘why’ and ‘where’

The M&A blueprint prompts business leaders to conduct a thorough self-assessment along with a comprehensive market assessment. The self-assessment helps establish the baseline from which to identify gaps in corporate ambitions as well as the opportunities for M&A to fill these gaps. It involves examining a company’s key sources of competitive advantage and testing their scalability to determine whether they would still play to the company’s advantage after a transaction. For its part, the market assessment acts as a “sense check” for business leaders, ensuring that the company’s M&A strategy capitalizes on the most recent and relevant trends, accounts for potential disruptions, and acknowledges competitors’ likely actions and reactions.

An M&A blueprint should also define any boundary conditions, or limits to the company’s use of M&A. These conditions, which are typically imposed by the CFO or the board investment committee, provide an important reality check: they define the con­straints on certain types or sizes of deals, thereby further narrowing the scope of potential targets. In setting these conditions, business leaders should account for preexisting financial hurdles—for instance, a rule that “deals must be accretive in the first year” likely would not apply to deals targeting growth and might therefore overly constrain M&A activity. Establishing these boundary conditions at the outset—with explicit agreement from the CFO and the board—can help put teeth into investment commitments and align everyone on negotiable and nonnegotiable terms.

Taken together, the self-assessment, market assessment, and review of boundary conditions can help executives understand the circumstances under which the pursuit of M&A makes the most sense, as well as the markets they are best positioned to enter. Indeed, the output of business leaders’ discussions about “why and where” will be a set of M&A themes that reflect the company’s best value-creation opportunities—those for which the company has the capabilities and resources to achieve intended strategic goals.

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What does a good M&A theme entail? For each theme, senior leaders should identify important deal criteria (categorizing potential targets by geog­raphy, sales channel, product type, and so on) as well as standard screening metrics like company size, number of employees, revenue growth, product port­folio, ownership, and so on. With this detailed information, organizations and M&A deal teams can continually cultivate potential targets within focused M&A themes while still being opportunistic about deals that present themselves.

Once these themes have been identified, business leaders should test them to ensure that they can execute against them—for instance, are there enough targets available, and do the right targets exist to fill gaps in the company’s capabilities? The M&A blueprint will be particularly critical in target-rich environments to help narrow down the list of potentials.

A “gold standard” M&A blueprint is detailed and focused on critical competitive information (value-creation levers, company capabilities, and so on). To understand whether their companies’ M&A themes are detailed enough, business leaders should consider whether they would be comfortable broadcasting those themes to competitors. The answer should be “no.” If the answer is “yes,” more work on the blueprint will be needed, as it and the related themes are likely not specific enough to be useful to M&A teams.

Understanding ‘how’

An M&A blueprint also prompts senior leaders to come up with a plan for “how” they will use M&A to further their overarching corporate strategies. Specifically, the M&A blueprint should delineate the high-level business case and preliminary integration plans associated with each M&A theme.

The business case should explain how the acqui­ring company plans to add value to the target or targets within a given M&A theme—for instance, the capital and operating expenditures needed (beyond the acquisition price) to integrate and scale the asset or assets. It should also outline the operational changes and capabilities that will be required to integrate the new assets—for instance, the creation of a new business unit or a set of new business processes to manage an acquired digital platform.

One large US healthcare company had committed to a strategy of building scale in its services businesses through M&A. First, it consolidated existing disparate service businesses under a new brand and organized them into three distinct units: pharmacy-care services, diversified health and wellness services, and data-analytics and tech­nology services. These became their three M&A themes. Then, over a ten-year period, this program­matic acquirer closed more than 60 deals, spending well over $20 billion, as it sought to fill out its portfolio along these three themes. The organization knew where it wanted to play and how.

Of course, the business case should include a preliminary integration plan for the acquired asset or assets that is consistent with the deal’s value-creation thesis—for instance, all shared services will be absorbed by the acquirer, and the target company’s product portfolio will be cross-sold to the acquirer’s existing customers.

Through their use of the M&A blueprint, business leaders can stay focused on those parts of the deal that can create the most value—especially impor­tant when companies are pursuing multiple deals within the same M&A theme. What’s more, they can prepare functional leaders, suppliers, and others well in advance for the actions they may need to take to integrate an asset or multiple assets.

How lots of small M&A deals add up to big value

M&a blueprint: putting it all together.

An M&A blueprint cannot and should not be developed based on “gut instinct” by a single execu­tive or defined post hoc to validate the theory behind an exciting deal. An executive or business-unit leader should lead its development but should be supported by corporate-strategy and corporate-development executives. The blueprint itself can take the form of a frequently updated and disseminated written report, or it can be a standing agenda item in every M&A and corporate-strategy meeting. Regardless of format, it can help decision makers assess critical factors relating to deal sourcing, due diligence, and integration planning before making any moves and taking steps to identify targets.

Looking back at the case of the cosmetics company, it becomes clear how an M&A blueprint could have helped the organization prioritize a bunch of scattershot ideas into a comprehensive programmatic M&A strategy.

With its market assessment, for instance, it might have seen that the market for digital cosmetics is projected to grow five times faster than the market for nondigital cosmetics. What’s more, market data might have revealed that customers want and expect to buy cosmetics through digital channels, and that there is no clear leader in the space. In its self-assessment, the M&A team might also have seen a gap in the company’s product portfolio com­pared with peers. And a look at boundary conditions might have revealed the time and latitude required to pay off initial acquisition investments, enabling the team to look beyond “base hit” deals with lower acquisition costs.

The M&A blueprint would have led the cosmetics company to a different outcome—perhaps a laser focus on acquiring the set of assets and capabilities needed to build a digital platform for selling cosmetics.

Spending time up front creating an M&A blueprint will pay off over the long term—particularly given the volume of deals associated with a programmatic M&A strategy. With M&A themes and criteria well defined and understood by all, companies can not only be more proactive but also more opportunistic. The top team will be aligned on strategy and focused on deal must-haves prior to reaching out to potential targets. Negotiations with potential targets can be grounded in the business case. Diligence processes can be accelerated and focused only on the most critical sources of value. Integration planning can begin early, with a focus on realizing the strategic intent of the deal rather than just stabilizing companies, people, and processes in the wake of change. Most important, the M&A blueprint can help executives tell a compelling story (inside and outside the company) about its deal-making strategy and its vision for the future.

Sophie Clarke is a consultant in McKinsey’s New Jersey office, where Liz Wol is an associate partner; Robert Uhlaner is a senior partner in the San Francisco office.

The authors wish to thank Anthony Chui, Jack Gordon, Steve Santulli, and Lexi Wang for their contributions to this article.

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Investment Banking Slide Examples of Transaction Case Study

Tl;dr: Part of a collection of real examples of M&A investment banking slides. This blog covers Transaction Case Study. See the PowerPoint presentations investment bankers are paid millions for. No matter your job, or your aspirations, you can learn from these slides.

This is part of a collection of 67 free M&A presentations from the top 20 banks (based on ranking, and also the quality of presentation for you to learn from).

Collection of M&A slide examples

The main page for all the M&A resources is here .

I have broken out 827 examples of slides across 32 sections. You can click through to the section you want to learn about next here:

Is this blog for you?

Why the heck should you care? Investment banks (historically) attracted the best and the brightest.

• Slide structure/design : Learn how complicated concepts are structured and designed in PowerPoint
• Analysis approach : See exactly how complex financial methods are presented
• Strategy and communication : M&A deals are not (normally, other than many Duff and Phelps decks) cookie cutter. There’s a host of topics that need to be dealt with
• Morbid interest : I used to do this for a living, but it’s still interesting to see how PPT are made… but then maybe it’s just me and so FML 😉

Who this will help:

• You want to work in banking : There’s a lot of applicants. Knowing the job helps you answer questions
• You work in banking : Even if you’re an MD, you need to know how the best are structuring their thoughts/analysis
• You write presentations : You can’t buy learnings like this. You can learn from the slides
• You have a curious mind : Good for you

About Transaction Case Study

Case studies explain how something was done in the past. So for M&A purposes, you explain how a similar or related transaction was executed.

These are normal things that an analyst will have to make. Fortunately, you’ll be able to trawl through old documents and steal some slides meaning you will only have to make new ones that you’re told to make.

Why these slides are made

When you work in M&A you learn specialty things. Because all you do is M&A deals you start to assume that everyone knows what you do too. But why would they?

If you’re the CEO of a company that grows organically, it’s very likely that you’ve never done a transaction. This means that you need some hand-holding and so bankers will have to educate you.

Now, even if you do a lot of deals, you definitely don’t know as much as the MD you picked to lead the deal. You’ll want to know:

• How similar deals were enacted in the past?
• What were the terms of the deal?
• Whether there were synergies?
• What happened to the share price after?
• What the key learnings were?

Makes sense right? These are some of the reasons you get stuck making transaction case studies. They can be a bit of a drag to have write, but I actually enjoyed making these slides as I learned about other deals.

Comments on making these slides

Some general pointers:

• See if you can steal slides from other presentations
• Make a file of transaction case studies you can rip off in future
• Ask what the goal of the slides are so you can write the right content
• If it was a deal that your firm did, you can pull up the deal memo (normally you have to write a summary of the deal for others to learn from) and it probably has the information you want to steal in it

Examples of Transaction Case Study

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Deciphering the M&A Case Study Framework: A Comprehensive Guide

Looking to master the art of M&A case study analysis? Look no further than our comprehensive guide! From understanding the key components of a successful framework to analyzing real-world case studies, this article has everything you need to become an expert in M&A strategy.

Posted May 11, 2023

Table of Contents

Mergers and acquisitions (M&A) are an essential aspect of the modern business world, where companies are looking for ways to expand their operations, increase their market share, and diversify their product offerings. M&A can take many forms, including mergers, acquisitions, joint ventures, and strategic alliances. This comprehensive guide aims to provide a detailed understanding of the M&A case study framework and the critical factors that influence the success of M&A transactions.

What is M&A and Why is it Important in Today's Business Landscape?

Mergers and acquisitions refer to the process of combining two or more companies or businesses. M&A is typically used as a growth strategy as it enables companies to expand their market share, reduce their costs, gain access to new technologies or products, and achieve economies of scale. M&A is also used as a way for companies to enter new markets, diversify their product offerings or strategic partnerships and collaborations.

M&A is a critical aspect of today's business landscape, as it enables companies to maximize value creation and improve their competitiveness in the global marketplace. Successful M&A transactions can lead to better financial performance, increased shareholder value, and enhanced market position.

However, M&A transactions can also be risky and complex, requiring careful planning, due diligence, and execution. Companies must consider various factors such as cultural differences, regulatory requirements, and potential legal issues that may arise during the process. Poorly executed M&A transactions can result in financial losses, damage to reputation, and even legal consequences.

Moreover, M&A activity is influenced by various external factors such as economic conditions, political instability, and technological advancements. For instance, the COVID-19 pandemic has significantly impacted M&A activity, with many companies delaying or canceling their transactions due to the uncertainty and economic downturn caused by the pandemic.

Understanding the Different Types of M&A Transactions

There are several different types of M&A transactions that companies can use as a growth strategy, such as horizontal, vertical, and conglomerate mergers and acquisitions.

Horizontal mergers involve the combination of two companies that operate in the same industry or market. Such mergers aim to increase market share, reduce competition, and achieve economies of scale.

Vertical mergers refer to the combination of two companies that operate in different levels of the value chain of the same industry. Vertical mergers aim to increase efficiency, reduce the cost of raw materials, and improve supply-chain management.

Conglomerate mergers involve the combination of two unrelated companies that operate in different industries or markets. Such mergers aim to diversify the product portfolio, reduce business risk, and achieve economies of scale.

Another type of M&A transaction is a reverse merger, which involves a private company acquiring a public company. This allows the private company to go public without having to go through the lengthy and expensive process of an initial public offering (IPO).

Finally, there are also friendly and hostile takeovers. A friendly takeover is when the target company agrees to be acquired by the acquiring company, while a hostile takeover is when the acquiring company makes an offer to the target company's shareholders without the approval of the target company's management.

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Identifying the Key Players in M&A Case Studies

There are several key players involved in M&A transactions, including the acquiring company, the target company, the board of directors, the shareholders, and the investment bankers and advisors. The acquiring company is the buyer of the target company, while the target company is the company that is being acquired. The board of directors plays a crucial role in the approval of the transaction, while shareholders have the power to vote and approve the deal. Investment bankers and advisors are usually responsible for facilitating the transaction and advising on the best strategy for the acquiring company.

It is important to note that the role of each key player can vary depending on the specific M&A case. For example, in a hostile takeover, the target company and its board of directors may resist the acquisition, while the acquiring company may need to work with its investment bankers and advisors to come up with a more aggressive strategy. Additionally, the shareholders may have different opinions on the deal, and it is important for the acquiring company to communicate effectively with them to gain their support. Understanding the unique dynamics of each M&A case is crucial for identifying the key players and their roles.

Analyzing the Financial Aspects of a M&A Deal

Financial analysis is a critical step in evaluating M&A transactions. Companies need to conduct a thorough financial analysis to determine the value of the target company and the potential benefits of the acquisition. The financial analysis should consider the financial statements of both the acquiring and target companies, including income statements, balance sheets, and cash flow statements. Additional financial metrics such as net present value (NPV) and internal rate of return (IRR) can also be used to evaluate the financial viability of the transaction.

Another important aspect of financial analysis in M&A deals is the consideration of potential risks and uncertainties. Companies need to assess the potential risks associated with the acquisition, such as changes in market conditions, regulatory changes, and integration challenges. This analysis can help companies develop strategies to mitigate these risks and ensure a successful acquisition.

Furthermore, financial analysis can also help companies identify potential synergies between the acquiring and target companies. Synergies can arise from cost savings, revenue growth, and increased market share. By identifying these synergies, companies can better evaluate the potential benefits of the acquisition and develop a plan to realize these synergies post-merger.

Examining the Legal and Regulatory Implications of M&A Transactions

Legal and regulatory due diligence is a necessary step for any M&A transaction. Companies need to ensure that they comply with legal and regulatory requirements and that their transaction does not violate any antitrust, anti-bribery, or data protection laws. Legal and regulatory due diligence can also include assessing licenses, patents, and intellectual property rights.

Additionally, legal and regulatory due diligence can also involve reviewing the target company's contracts, leases, and other legal agreements to identify any potential liabilities or risks. This can include analyzing the terms of employment contracts, supplier agreements, and customer contracts to ensure that they are favorable and do not pose any legal or financial risks to the acquiring company. It is important for companies to conduct thorough legal and regulatory due diligence to avoid any legal or financial consequences that may arise from a poorly executed M&A transaction.

Assessing the Strategic Motivations for M&A Deals

Companies engage in M&A transactions for various strategic reasons such as increasing market share, diversifying the product portfolio, gaining access to new technologies, reducing costs, or achieving economies of scale. It is essential to assess the strategic motivations behind the transaction to determine if the deal makes sense and will add value to the acquiring company.

One of the most common strategic motivations for M&A deals is to gain access to new markets. By acquiring a company that has a strong presence in a particular market, the acquiring company can quickly establish itself in that market and gain a competitive advantage. This can be particularly beneficial for companies that are looking to expand internationally.

Another strategic motivation for M&A deals is to acquire talent. In some cases, a company may be interested in acquiring another company primarily for its employees. This can be especially true in industries where there is a shortage of skilled workers. By acquiring a company with a talented workforce, the acquiring company can quickly build its own team and gain a competitive advantage.

Evaluating the Risks and Benefits of M&A Transactions for Businesses

M&A transactions are not without risks. These risks include the integration of different corporate cultures and management styles, the potential loss of key employees, legal and regulatory compliance issues, and financial risks. On the other hand, M&A transactions can offer significant benefits such as improved market position, greater economies of scale, access to new technologies, and increased shareholder value. It is essential to evaluate the risks and benefits of M&A transactions for businesses and to mitigate risks to ensure a successful transaction.

Developing a Successful M&A Strategy: Tips and Best Practices

Developing a successful M&A strategy requires careful planning and execution. A well-designed strategy can help companies achieve their financial and strategic goals. Some best practices for developing a successful M&A strategy include conducting thorough due diligence, setting clear objectives, identifying potential risks, and developing a post-merger integration plan.

Real-World Examples of Successful M&A Deals and Lessons Learned

There are many examples of successful M&A transactions, including Disney's acquisition of Marvel Entertainment, Procter & Gamble's acquisition of Gillette, and Facebook's acquisition of WhatsApp. By studying these examples, we can learn valuable lessons about the factors that contribute to successful M&A transactions, including proper due diligence, clear strategic objectives, and effective post-merger integration plans.

Common Pitfalls to Avoid When Engaging in a M&A Transaction

M&A transactions can be complex, and there are several common pitfalls that businesses should avoid. These pitfalls include overvaluing the target company, inadequate due diligence, poor communication with stakeholders, and underestimating integration challenges. Avoiding these common pitfalls can help ensure a successful M&A transaction.

The Role of Due Diligence in M&A Case Studies: A Step-by-Step Guide

Due diligence is a critical component of any M&A transaction. Due diligence involves conducting a comprehensive review of the target company to assess its financial, legal, and operational status. A step-by-step guide to due diligence includes analyzing financial statements, reviewing contract agreements, assessing intellectual property rights, and evaluating employee relations and management processes.

How to Measure the Success of Your M&A Deal: Key Performance Indicators to Track

Measuring the success of an M&A transaction is essential to determine if the deal has added value to the acquiring company. Key performance indicators (KPIs) can help companies assess the success of the transaction. These KPIs include financial performance metrics such as revenue growth and profitability, market share, employee satisfaction, and customer satisfaction.

The Future of M&A: Trends, Innovations, and Challenges

The future of M&A transactions is rapidly evolving, driven by technological advancements, changing market conditions, and global economic shifts. Developments such as big data, artificial intelligence, blockchain, and cloud computing are transforming the way companies approach M&A transactions. As the business landscape continues to evolve, businesses will need to embrace innovation and adapt to new challenges to succeed in today's competitive market.

The M&A case study framework is complex, but by understanding the key factors that contribute to a successful transaction, companies can execute M&A deals that create long-term value. The critical success factors for M&A transactions include a well-designed M&A strategy, due diligence, proper financial analysis, and effective post-merger integration planning. By following best practices and learning from real-world examples, businesses can achieve their strategic and financial goals through M&A transactions.

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What can you use the Mergers & Acquisitions template for?

The Mergers and Acquisitions template includes a fully structured storyline complete with ready-to-use slides, as well as frameworks, tools, tutorials, real-life examples, and best practices to help you:

• Increase your success of Mergers and Acquisitions activities through our 5-phase M&A approach covering M&A Strategy, Target Identification, Due Diligence, Transaction Execution and Post-merger Integration.
• Set your M&A strategy by aligning on your objectives, M&A organisation, guiding principles and target screening criteria.
• Identify and short-list potential targets , perform indicative valuations, and guide you on how to initiate contact and sign a letter of intent.
• Conduct due diligence of a target company using a best-practice hypothesis-driven approach, ensuring a holistic assessment of the attractiveness of the target’s market, strength of the company and feasibility of business plan.
• Complete transaction using best-practice within deal structuring, negotiation strategies and general signing and closing practices.
• Integrate acquisition and realize synergies with practical methods for planning, organizing and executing your post-merger program and effectively deliver on day 1 readiness, 100-day plans, synergy potentials, communication plans and reporting.

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Hacking the Case Interview

Merger & acquisition (M&A) cases are a common type of case you’ll see in consulting interviews. You are likely to see at least one M&A case in your upcoming interviews, especially at consulting firms that have a large M&A or private equity practice.

These cases are fairly straight forward and predictable, so once you’ve done a few cases, you’ll be able to solve any M&A case.

In this article, we’ll cover:

• Two types of merger & acquisition case interviews
• The five steps to solve any M&A case
• The perfect M&A case interview framework
• Merger & acquisition case interview examples
• Recommended M&A case interview resources

If you’re looking for a step-by-step shortcut to learn case interviews quickly, enroll in our case interview course . These insider strategies from a former Bain interviewer helped 30,000+ land consulting offers while saving hundreds of hours of prep time.

Two Types of Merger & Acquisition Case Interviews

A merger is a business transaction that unites two companies into a new and single entity. Typically, the two companies merging are roughly the same size. After the merger, the two companies are no longer separately owned and operated. They are owned by a single entity.

An acquisition is a business transaction in which one company purchases full control of another company. Following the acquisition, the company being purchased will dissolve and cease to exist. The new owner of the company will absorb all of the acquired company’s assets and liabilities.

There are two types of M&A cases you’ll see in consulting case interviews:  

A company acquiring or merging with another company

• A private equity firm acquiring a company, also called a private equity case interview

The first type of M&A case is the most common. A company is deciding whether to acquire or merge with another company.

Example: Walmart is a large retail corporation that operates a chain of supermarkets, department stores, and grocery stores. They are considering acquiring a company that provides an online platform for small businesses to sell their products. Should they make this acquisition?

There are many reasons why a company would want to acquire or merge with another company. In making an acquisition or merger, a company may be trying to:

• Gain access to the other company’s customers
• Gain access to the other company’s distribution channels
• Acquire intellectual property, proprietary technology, or other assets
• Realize cost synergies
• Acquire talent
• Remove a competitor from the market
• Diversify sources of revenue

A private equity firm acquiring a company

The second type of M&A case is a private equity firm deciding whether to acquire a company. This type of M&A case is slightly different from the first type because private equity firms don’t operate like traditional businesses.

Private equity firms are investment management companies that use investor money to acquire companies in the hopes of generating a high return on investment.

After acquiring a company, a private equity firm will try to improve the company’s operations and drive growth. After a number of years, the firm will look to sell the acquired company for a higher price than what it was originally purchased for.

Example: A private equity firm is considering acquiring a national chain of tattoo parlors. Should they make this investment?

There are a few different reasons why a private equity firm would acquire a company. By investing in a company, the private equity firm may be trying to:

• Generate a high return on investment
• Diversify its portfolio of companies to reduce risk
• Realize synergies with other companies that the firm owns

Regardless of which type of M&A case you get, they both can be solved using the same five step approach.

The Five Steps to Solve Any M&A Case Interview

Step One: Understand the reason for the acquisition

The first step to solve any M&A case is to understand the primary reason behind making the acquisition. The three most common reasons are:

• The company wants to generate a high return on investment
• The company wants to acquire intellectual property, proprietary technology, or other assets
• The company wants to realize revenue or cost synergies

Knowing the reason for the acquisition is necessary to have the context to properly assess whether the acquisition should be made.

Step Two: Quantify the specific goal or target

When you understand the reason for the acquisition, identify what the specific goal or target is. Try to use numbers to quantify the metric for success.

For example, if the company wants a high return on investment, what ROI are they targeting? If the company wants to realize revenue synergies, how much of a revenue increase are they expecting?

Depending on the case, some goals or targets may not be quantifiable. For example, if the company is looking to diversify its revenue sources, this is not easily quantifiable.

Step Three: Create a M&A framework and work through the case

With the specific goal or target in mind, structure a framework to help guide you through the case. Your framework should include all of the important areas or questions you need to explore in order to determine whether the company should make the acquisition.

We’ll cover the perfect M&A framework in the next section of the article, but to summarize, there are four major areas in your framework:

Market attractiveness : Is the market that the acquisition target plays in attractive?

Company attractiveness : Is the acquisition target an attractive company?

Synergies : Are there significant revenue and cost synergies that can be realized?

Financial implications : What are the expected financial gains or return on investment from this acquisition?

Step Four: Consider risks OR consider alternative acquisition targets

Your M&A case framework will help you investigate the right things to develop a hypothesis for whether or not the company should make the acquisition.

The next step in completing an M&A case depends on whether you are leaning towards recommending making the acquisition or recommending not making the acquisition.

If you are leaning towards recommending making the acquisition…

Explore the potential risks of the acquisition.

How will the acquisition affect existing customers? Will it be difficult to integrate the two companies? How will competitors react to this acquisition?

If there are significant risks, this may change the recommendation that you have.

If you are leaning towards NOT recommending making the acquisition…

Consider other potential acquisition targets.

Remember that there is always an opportunity cost when a company makes an acquisition. The money spent on making the acquisition could be spent on something else.

Is there another acquisition target that the company should pursue instead? Are there other projects or investments that are better to pursue? These ideas can be included as next steps in your recommendation.

Step Five: Deliver a recommendation and propose next steps

At this point, you will have explored all of the important areas and answered all of the major questions needed to solve the case. Now it is time to put together all of the work that you have done into a recommendation.

Structure your recommendation in the following way so that it is clear and concise:

• State your overall recommendation firmly
• Provide three reasons that support your recommendation
• Propose potential next steps to explore

The Perfect M&A Case Interview Framework

The perfect M&A case framework breaks down the complex question of whether or not the company should make the acquisition into smaller and more manageable questions.

You should always aspire to create a tailored framework that is specific to the case that you are solving. Do not rely on using memorized frameworks because they do not always work given the specific context provided.

For merger and acquisition cases, there are four major areas that are the most important.

1. Market attractiveness

For this area of your framework, the overall question you are trying to answer is whether the market that the acquisition target plays in is attractive. There are a number of different factors to consider when assessing the market attractiveness:  

• What is the market size?
• What is the market growth rate?
• What are average profit margins in the market?
• How available and strong are substitutes?
• How strong is supplier power?
• How strong is buyer power?
• How high are barriers to entry?

2. Company attractiveness

For this area of your framework, the overall question you want to answer is whether the acquisition target is an attractive company. To assess this, you can look at the following questions:

• Is the company profitable?
• How quickly is the company growing?
• Does the company have any competitive advantages?
• Does the company have significant differentiation from competitors?

3. Synergies

For this area of your framework, the overall question you are trying to answer is whether there are significant synergies that can be realized from the acquisition.

There are two types of synergies:

• Revenue synergies
• Cost synergies

Revenue synergies help the company increase revenues. Examples of revenue synergies include accessing new distribution channels, accessing new customer segments, cross-selling products, up-selling products, and bundling products together.

Cost synergies help the company reduce overall costs. Examples of cost synergies include consolidating redundant costs and having increased buyer power.

4. Financial implications

For this area of your framework, the main question you are trying to answer is whether the expected financial gains or return on investment justifies the acquisition price.

To do this, you may need to answer the following questions:  

• Is the acquisition price fair?
• How long will it take to break even on the acquisition price?
• What is the expected increase in annual revenue?
• What are the expected cost savings?
• What is the projected return on investment?

Merger & Acquisition Case Interview Examples

Let’s put our strategy and framework for M&A cases into practice by going through an example.

M&A case example: Your client is the second largest fast food restaurant chain in the United States, specializing in serving burgers and fries. As part of their growth strategy, they are considering acquiring Chicken Express, a fast food chain that specializes in serving chicken sandwiches. You have been hired to advise on whether this acquisition should be made.

To solve this case, we’ll go through the five steps we outlined above.

The case mentions that the acquisition is part of the client’s growth strategy. However, it is unclear what kind of growth the client is pursuing.

Are they looking to grow revenues? Are they looking to grow profits? Are they looking to grow their number of locations? We need to ask a clarifying question to the interviewer to understand the reason behind the potential acquisition.

Question: Why is our client looking to make an acquisition? Are they trying to grow revenues, profits, or something else? 

Answer: The client is looking to grow profits.

Now that we understand why the client is considering acquiring Chicken Express, we need to quantify what the specific goal or target is. Is there a particular profit number that the client is trying to reach?

We’ll need to ask the interviewer another question to identify this.

Question: Is there a specific profit figure that the client is trying to reach within a specified time period?

Answer: The client is trying to increase annual profits by at least $200M by the end of the first year following the acquisition.

With this specific goal in mind, we need to structure a framework to identify all of the important and relevant areas and questions to explore. We can use market attractiveness, company attractiveness, synergies, and financial implications as the four broad areas of our framework.

We’ll need to identify and select the most important questions to answer in each of these areas. One potential framework could look like the following:

Let’s fast forward through this case and say that you have identified the following key takeaways from exploring the various areas in your framework:

• Chicken Express has been growing at 8% per year over the past five years while the fast food industry has been growing at 3% per year
• Among fast food chains, Chicken Express has the highest customer satisfaction score
• Revenue synergies would increase annual profit by $175M. This is driven by leveraging the Chicken Express brand name to increase traffic to existing locations
• Cost synergies would decrease annual costs by $50M due to increased buyer power following the acquisition

At this point, we are leaning towards recommending that our client acquire Chicken Express. To strengthen our hypothesis, we need to explore the potential risks of the acquisition.

Can the two companies be integrated smoothly? Is there a risk of sales cannibalization between the two fast food chains? How will competitors react to this acquisition?

For this case, let’s say that we have investigated these risks and have concluded that none of them pose a significant threat to achieving the client’s goals of increasing annual profit by $200M.

We’ll now synthesize the work we have done so far and provide a clear and concise recommendation. One potential recommendation may look like the following:

I recommend that our client acquires Chicken Express. There are three reasons that support this.

One, Chicken Express is an attractive acquisition target. They are growing significantly faster than the fast food industry average and have the highest customer satisfaction scores among fast food chains.

Two, revenue synergies would increase annual profit by $175M. The client can leverage the brand name of Chicken Express to drive an increase in traffic to existing locations.

Three, cost synergies would decrease annual costs by $50M. This is due to an increase in buyer power following the acquisition.

Therefore, our client will be able to achieve its goal of increasing annual profits by at least $200M. For next steps, I’d like to assess the acquisition price to determine whether it is reasonable and fair.

More M&A case interview practice

Follow along with the video below for another merger and acquisition case interview example.

For more practice, check out our article on 23 MBA consulting casebooks with 700+ free practice cases .

In addition to M&A case interviews, we also have additional step-by-step guides to: profitability case interviews , market entry case interviews , growth strategy case interviews , pricing case interviews , operations case interviews , and marketing case interviews .

Recommended M&A Case Interview Resources

Here are the resources we recommend to learn the most robust, effective case interview strategies in the least time-consuming way:

• Comprehensive Case Interview Course (our #1 recommendation): The only resource you need. Whether you have no business background, rusty math skills, or are short on time, this step-by-step course will transform you into a top 1% caser that lands multiple consulting offers.
• Hacking the Case Interview Book   (available on Amazon): Perfect for beginners that are short on time. Transform yourself from a stressed-out case interview newbie to a confident intermediate in under a week. Some readers finish this book in a day and can already tackle tough cases.
• The Ultimate Case Interview Workbook (available on Amazon): Perfect for intermediates struggling with frameworks, case math, or generating business insights. No need to find a case partner – these drills, practice problems, and full-length cases can all be done by yourself.
• Case Interview Coaching : Personalized, one-on-one coaching with former consulting interviewers
• Behavioral & Fit Interview Course : Be prepared for 98% of behavioral and fit questions in just a few hours. We'll teach you exactly how to draft answers that will impress your interviewer
• Resume Review & Editing : Transform your resume into one that will get you multiple interviews

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Merger And Acquisition Powerpoint Presentation Slides

Mergers and acquisitions are a very complex process, our Merger And Acquisition PowerPoint Presentation Slides can help you to explain this complex process in a simpler way. The merger is a consolidation of two companies into one, whereas acquisition takes place when one company takes over another company. Business valuation PowerPoint compete deck helps you portray the entire process as it contains a set of slides such as key steps, company overview, business, and financial overview, determining new growth market, types of inorganic opportunities, M&A criteria, identify targets, balance sheet KPIs, cash flow statement, financial projections, key financial ratios, liquidity and profitability ratios, activity and solvency ratios, M&A synergy framework, company valuation methodologies, valuation results, business due diligence process, post-merger integration framework, challenges and performance tracker etc. This strategic alliance Presentation template is useful for business as well as educational purposes. Download M&A valuation PPT slide to give a presentation in top-level organizational meetings. Spray your thoughts with our Merger And Acquisition Powerpoint Presentation Slides. Your audience will swoon with their heady aroma.

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PowerPoint presentation slides

Introducing Mergers And Acquisitions Framework PowerPoint Presentation Slides. This presentation includes 64 professionally designed PPT templates. These PPT Slides are 100 % editable. Users can change the fonts, colors, and slide background as per their need. On downloading the presentation, you get the templates in both widescreen and standard screen. The presentation is compatible with Google Slides and can be saved in JPG or PDF format.

People who downloaded this PowerPoint presentation also viewed the following :

• Business Slides , Flat Designs , Strategic Planning Analysis , Complete Decks , All Decks , Mergers and Acquisitions , Marketing and Sales , Strategy
• Mergers And Acquisitions ,
• Mergers And Takeover

Content of this Powerpoint Presentation

We see business owners struggling to expand and constantly searching for new revenue streams, which can affect their bottom-line profitability. Mergers and acquisitions are one such strategic move which provides an attractive opportunity for companies to combine resources, consolidate risks, and enhance their competitive advantage. 

Check our blog for Company Evaluation Templates to assess your company's value and create summaries.

During this agreement and while preparing your operations for a transition, you will encounter many formalities that might distract you from understanding the combined entity's synergy. 

Slideteam's merger and acquisition templates can help you make this complex seem simpler. This PPT deck includes 10 slides that are customizable according to your process, team size, and the resources you are planning to acquire. 

Let's talk about each slide one by one and take a shift toward diversification!

Template 1: M&A - Key Steps

This PPT Slide allows you to understand the market landscape to make your strategy successful. You need to understand your business and target consumers, assess strategic fit, negotiate contract terms, get regulatory approvals, and close the deal with smooth integration. This slide effortlessly portrays these steps so that you can make your point with confidence.

Template 2: Setting the M&A Criteria

Use this PPT Template to elaborate on your criteria for the partnership with high-quality visuals that state your professionalism. Your purpose is to build brand recognition with great market traction; this template will do justice to your vision. Also, you can showcase the specific assets you are acquiring along with tender offers and consolidation to abandon old structures.

Template 3: Financial Projections - P&L

Showcasing how financially viable you are for undertaking a new project leaves a great impression on the stakeholders. This slide lets you showcase your financial projections to the acquiring party to gain trust and establish a reputation. Breaking down the assets, liabilities, and capital shows that the business had liquid capital. It can also be used to identify the financial records of the acquired party and analyze the cost structure and different expenses.

Template 4: Key Financial Ratios (1/2)

This is another slide that transparently showcases financial performance. The graphics and the percentage portrayal will quickly get the reader’s attention. Use it to compare the profitability metrics and alter your decision based on the figures you see. You can also perform sensory analysis to recognize the impact of changes in uncertain situations.

Template 5: Key Financial Ratios (2/2)

This PPT Template helps showcase liquidity, profitability, solvency, and activity ratios for projecting your entity’s financial performance. It is an analytical yet interesting way to explain your liquidity to gain the confidence of the acquiring partner. This slide can be the basis of risk management, as identifying these KPIs will help you analyze potential red flags so that you can take proactive action before the transaction takes place.

Template 6: M&A Synergy Framework

Use this interactive template to help your readers go through the opportunity areas and recognize the value of synergy in percentage. It is a valuable tool to consolidate operational costs, eliminate redundant functions, and combine the purchasing power of two different entities.

Template 7: Company Valuation Methodologies

The M&A process is complex and requires due diligence. Use this slide to measure a company's valuation through asset-based methods, income-based methods, market-based methods, and other methods. This will help to create fair pricing by increasing your bargaining power and closing the deal, which brings revenue.

Template 8: Post Merger Integration Framework

This post-merger integration framework will help to exercise strategic fit through culture, business operations/process, production, and marketing. Customized templates can make your detailed plan much more readable for the stakeholders. When you recognize any differences, you can work on them accordingly.

Template 9: Post Merger Integration Challenges

Post-merger integration can create challenges like communication, cultural risks, data amalgamation, and employee retention. Use this PPT Slide to streamline this process by tracking these challenges. The intuitive graphics and presentation of each challenge quickly inform the audience at a glance. These customizable slides allow you to keep your information and assess the risks.

Template 10: M&A Performance Tracker

Identify the performance of your recent mergers with this PowerPoint Presentation. This template will help you determine the transaction's outcome by comparing several financial metrics. Showcase your outstanding numbers to evaluate integration efforts over time and deviations in this strategic move.

M&A: Dominate the Market with Innovation and Integration 

Whether you want to expand or run a competitive business, mergers and acquisitions are considered the right strategy for sustained growth. 

But the entire process is time-consuming, and we know you are occupied with much better things rather than developing presentations. SlideTeam's Merger and Acquisition Templates will do justice to your approach, as each slide poses an essential factor in this strategic approach . Elaborate on your acquisition steps and project financial numbers, and identify the key challenges post-integration. So why wait? Download this deck today and make this critical step seamless.

Merger And Acquisition Powerpoint Presentation Slides with all 64 slides:

All the depictions on our Merger And Acquisition Powerpoint Presentation Slides are absolutely correct. It conveys accurate impressions.

A merger and acquisition include understanding your business, identifying the need for inorganic opportunities, determining growth markets/services, setting M&A criteria, identifying merger and acquisition targets, conducting valuation, performing due diligence, negotiation, purchase and sale contracts, closing and integration of the acquisition, implementing the transaction, and monitoring ongoing performance.

The different types of inorganic opportunities include market extension mergers, vertical mergers, product extension mergers, acquisitions, conglomerates, and horizontal mergers.

The liquidity ratios considered while assessing a target company include the current and quick ratios.

The M&A synergy framework is a model that identifies the various opportunities for synergy in a merger or acquisition. These opportunities may include revenue growth, commercial optimization, operational optimization, reduction in financial cost and investment, merger synergies, new product development, brand repositioning, optimized sales chain, cross-selling, improved price formulation strategies, strategic sourcing, procurement optimization, cost reduction in all functions.

The financial ratios used in evaluating a target company include the P/E ratio, debt-equity ratio, current ratio, return on assets, return on equity, return on investment, net profit ratio, gross profit ratio, inventory turnover, receivable turnover, total asset turnover, fixed assets turnover, debt-equity ratio, and time interest earned percentage.

Ratings and Reviews

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July 6, 2021

by Darron Hunter

by Fire Chiefs

September 2, 2020

Home PowerPoint Templates Business PowerPoint Templates Mergers and Acquisitions PowerPoint Template

Mergers and Acquisitions PowerPoint Template

The Mergers and Acquisitions PowerPoint Template is an important business presentation concept. This concept of M&A is use in top-level organizational meetings. For example, where the company CEOs, board of directors and CFOs discuss the next step for the business. This is the term use for consolidation of businesses or their assets. Such as, two or more companies becoming one (merger) or one buys/takes over another (acquisition). This template of various slides with numerus process flow diagrams, data tables, logic and analysis charts. Further, the PowerPoint of Mergers and Acquisitions defines different terms related to the topic in each slide. Here, the big fish going after smaller fish is the metaphor for mergers, the presentation contains many illustrations. Similarly, the visual presentation of acquisition is via hand shake and teamwork graphics. These graphic and diagram are editable to modify design according to presentation theme. Further topics given in slides include:

1. Standard model of M&A process 2. Merger business model design 3. Merger Timeframe 4. M&A leadership management 5. Flow chart of acquisition 6. Capabilities and position asset analysis 7. Merger and acquisition integration 8. Post acquisition integration framework 9. Types of mergers 10. Types of due diligence

These model concepts in Mergers and Acquisitions PowerPoint Template are helpful for any business value preposition. For instance, any industry professionals can choose the desire slide to add in the mergers and acquisitions presentation. Also, if the company is moving towards the merger, the presenter can copy slides like merger model and its types. Further, the users can make customizations like changing colors of PowerPoint shapes, backgrounds and theme. Additionally, the pre-explanatory template lets the users change textual content where necessary. Similarly, use this mergers and acquisitions PowerPoint for educational purposes like explaining the concept to business administration students. Moreover, impress the executive audience like clients and board of directors with visuals to easily understand analysis reports.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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Merger & Acquisitions Presentation Templates

Fuel business growth with our editable, free merger & acquisitions google slides themes and powerpoint templates. visually stunning designs showcase the power of collaboration. perfect for investor presentations, strategy meetings, and business reviews..

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What are mergers and acquisitions.

Mergers and acquisitions (M&A) are agreements that include the joining of two businesses in some way. It is the process through which companies combine by buying or merging with other firms, involving acquiring both a business's assets and equity.

What are Merger and Acquisitions templates?

The Merger And Acquisitions PowerPoint template is an excellent presentation slide with eye-grabbing visuals, icons, themes, designs, layouts, and backgrounds. These layouts will guide you and help you represent the vital points regarding mergers and acquisitions.

Where can we use these Merger And Acquisitions PowerPoint Slides?

Merger And Acquisitions slides are an outstanding tool used at different companies, corporate sectors, and other business fields to highlight the process of financial and operational strengths briefly.

How can I make Merger And Acquisitions Slides in a presentation?

Whoever is good at making PowerPoint templates will feel convenient in creating PowerPoint designs. If you are new to PowerPoint and a beginner, creating a new slide could take some time. Choose one of the pre-made or ready-to-use templates instead. You may also check our website for PowerPoint hints and suggestions to design a new template.

Who can use Merger And Acquisitions Templates?

All business professionals can opt for these Merger And Acquisitions layouts. These templates will help you save much time from the designing process. Also, it will help you to create a graspable presentation in a nanosecond.

Where can I find free PPT Templates?

Free PowerPoint templates can be downloaded from several sources. But it takes a lot of work to get the ideal PowerPoint presentation template. Therefore, it's essential to use a trustworthy website like Slide Egg.

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M&a case slide presentation.

Can anyone tell what should be the different titles that are usually used for a M&A case studies in a deck presentation. And should we state the objectives/requirements of the client and the hypothesis on the 1st slide together , and then move on to details and analysis in the 2nd, 3rd, 4th slide and finally recommendations in the 5th slide. Is this a good structure to prepare a slide presentation for a M&A case.

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Yes seems like a decent structure. Do pay attention to what you put on the slides (title and content) and how you present them as well.

client ask/scope-> assumptions/hypothesis>approach->analysis-> recommendations

Feel free to message if you wish discuss more or need help with slides etc. Also search the Q&A forum broadly as this question has been answered before many time I believe

The general structure is fine. I would not use the word “hypothesis” for the first slide but “recommendation” (you usually have to present a deck after going through some material you analyzed and thus present your recommendation based on data).

The titles depend on the case itself and the questions asked. Possible elements include (i) market analysis, (ii) specific target of the client (eg revenue potential), (iii) synergies, (iv) valuation but that’s case dependent.

The rule of thumb for the titles is that if you read all the titles of the slides one after the other you should get a clear idea of the recommendation.

Hope this helps,

I would start with your summary/recommendation including the objective (keep this short as there's minimal benefit in regurgitating info you have been given) and then have slides that go deeper on each of the factors you considered. The factors would differ based on the client objective such as a private equity investment vs. corporate strategic acquisition but I would consider the following:

1. Company/business overview

2. Market overview

3. Competitive landscape

4. Value creation/synergies/risks

5. Valuation/financials

It totally depends. For instance, in most cases I would find redundant to pose a hypothesis: I would attack it with answer first.

Hope it helps!

Hi, it depends on the client's objective. I would include in the 2-4 slides the answers to the main question: - why the industry - why the target company - worth price (estimate synergies)

Best, Antonello

While it completely changes based on the prompt, you are generally correct (your approach would be the most common).

That said, recommendations could be the 2nd slide, and organized in a visually appealing structure.

Feel free to message and I can talk you through various approaches/templates!

the overall structure is very good. I would not use the word hypothesis in the first slide, though. Cheers, GB

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ASHRAE NB/PEI June 2024 - ASHRAE Technology Award Case Study

ASHRAE NB/PEI June Presentation

Date and time

Legends Catering and Event Venue

Refund Policy

About this event, topic: case study on an ashrae technology award winning project.

As Montreal’s first major office building since 2000, the Tour Aimia/Altoria mixed-use complex was a monumental achievement. Located in the heart of downtown Montreal, on the north side of historic Victoria Square, AIMIA Tower seamlessly integrates 5 underground storeys of parking garage, 230,000 square feet of office space on the bottom 10 floors, and 158 condos on the top 25 storeys.

When constructed, the project had 3 LEED certification projects going on simultaneously - one for the office component as Core & Shell Gold, one for the condo tower as New Construction Silver, and for the major tenant as Commercial Interiors Silver.

The case study will explore the project challenges (dirt!), as well as how it successfully joined the 3 components into a comprehensive mechanical solution that shares energy between the various stakeholders. The project won first place at the ASHRAE Technology Awards at the chapter and regional level, and received an honourable mention at the society level, and earned a cover story on the ASHRAE Journal.

Following the presentation of the case study, there will be a discussion on the ASHRAE Technology Awards, including the types of projects that can apply for an award, and a quick presentation/walkthrough of the documentation required.

Recommended audience: Engineers, Contractors, Manufacturer Reps, Students, Building Owners

About the Presenter:

Daniel bourque, p.eng – senior mechanical engineer – pmc energy.

Daniel Bourque is a senior mechanical engineer at PMC Energy. He has accumulated over 21 years of HVAC experience, with 15+ years participating in the design-build mechanical industry and 5+ years in the MEP consulting world. He is generally involved at all stages of a project, from defining scope, outlining mechanical concepts, design, estimation, simulation, controls and commissioning. For AIMIA Tower, he did all that and more (including filling out the ASHRAE Technology Award application).

Dan is also an active member of ASHRAE having been the president of the Halifax Chapter from 2022-2024 and now becoming the Chair of the Society Communications Committee for 2024-2025.

Event Details:

When: June 11th, 2024

Location: Legends - Entrance C (Moncton Coliseum Arena Complex) - 377 Killam Dr, Moncton, NB

5:00pm - 6:00pm: Social Hour

6:00pm - 7:00pm: Presentation

7:00pm: Dinner is Served

Pricing ( for meals only, presentation is free with registration ):

ASHRAE Members - $30

Non-Members - $55

Students & Retirees - $20

If this is your first time attending you may use promo code " FIRST " at checkout and have your meal covered by ASHRAE!

The meal will be Chef's Choice Buffet.

*Please indicate any dietary restrictions when registering

Note: Please RSVP through EvenBrite for this event by end of day Friday, June 7th.

If you have any issues registering or accessing the event please reach out to [email protected]

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Case Study Research Method in Psychology

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

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Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

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Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

Case studies are in-depth investigations of a person, group, event, or community. Typically, data is gathered from various sources using several methods (e.g., observations & interviews).

The case study research method originated in clinical medicine (the case history, i.e., the patient’s personal history). In psychology, case studies are often confined to the study of a particular individual.

The information is mainly biographical and relates to events in the individual’s past (i.e., retrospective), as well as to significant events that are currently occurring in his or her everyday life.

The case study is not a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies.

Freud (1909a, 1909b) conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

This makes it clear that the case study is a method that should only be used by a psychologist, therapist, or psychiatrist, i.e., someone with a professional qualification.

There is an ethical issue of competence. Only someone qualified to diagnose and treat a person can conduct a formal case study relating to atypical (i.e., abnormal) behavior or atypical development.

 Famous Case Studies

• Anna O – One of the most famous case studies, documenting psychoanalyst Josef Breuer’s treatment of “Anna O” (real name Bertha Pappenheim) for hysteria in the late 1800s using early psychoanalytic theory.
• Little Hans – A child psychoanalysis case study published by Sigmund Freud in 1909 analyzing his five-year-old patient Herbert Graf’s house phobia as related to the Oedipus complex.
• Bruce/Brenda – Gender identity case of the boy (Bruce) whose botched circumcision led psychologist John Money to advise gender reassignment and raise him as a girl (Brenda) in the 1960s.
• Genie Wiley – Linguistics/psychological development case of the victim of extreme isolation abuse who was studied in 1970s California for effects of early language deprivation on acquiring speech later in life.
• Phineas Gage – One of the most famous neuropsychology case studies analyzes personality changes in railroad worker Phineas Gage after an 1848 brain injury involving a tamping iron piercing his skull.

Clinical Case Studies

• Studying the effectiveness of psychotherapy approaches with an individual patient
• Assessing and treating mental illnesses like depression, anxiety disorders, PTSD
• Neuropsychological cases investigating brain injuries or disorders

Child Psychology Case Studies

• Studying psychological development from birth through adolescence
• Cases of learning disabilities, autism spectrum disorders, ADHD
• Effects of trauma, abuse, deprivation on development

Types of Case Studies

• Explanatory case studies : Used to explore causation in order to find underlying principles. Helpful for doing qualitative analysis to explain presumed causal links.
• Exploratory case studies : Used to explore situations where an intervention being evaluated has no clear set of outcomes. It helps define questions and hypotheses for future research.
• Descriptive case studies : Describe an intervention or phenomenon and the real-life context in which it occurred. It is helpful for illustrating certain topics within an evaluation.
• Multiple-case studies : Used to explore differences between cases and replicate findings across cases. Helpful for comparing and contrasting specific cases.
• Intrinsic : Used to gain a better understanding of a particular case. Helpful for capturing the complexity of a single case.
• Collective : Used to explore a general phenomenon using multiple case studies. Helpful for jointly studying a group of cases in order to inquire into the phenomenon.

Where Do You Find Data for a Case Study?

There are several places to find data for a case study. The key is to gather data from multiple sources to get a complete picture of the case and corroborate facts or findings through triangulation of evidence. Most of this information is likely qualitative (i.e., verbal description rather than measurement), but the psychologist might also collect numerical data.

1. Primary sources

• Interviews – Interviewing key people related to the case to get their perspectives and insights. The interview is an extremely effective procedure for obtaining information about an individual, and it may be used to collect comments from the person’s friends, parents, employer, workmates, and others who have a good knowledge of the person, as well as to obtain facts from the person him or herself.
• Observations – Observing behaviors, interactions, processes, etc., related to the case as they unfold in real-time.
• Documents & Records – Reviewing private documents, diaries, public records, correspondence, meeting minutes, etc., relevant to the case.

2. Secondary sources

• News/Media – News coverage of events related to the case study.
• Academic articles – Journal articles, dissertations etc. that discuss the case.
• Government reports – Official data and records related to the case context.
• Books/films – Books, documentaries or films discussing the case.

3. Archival records

Searching historical archives, museum collections and databases to find relevant documents, visual/audio records related to the case history and context.

Public archives like newspapers, organizational records, photographic collections could all include potentially relevant pieces of information to shed light on attitudes, cultural perspectives, common practices and historical contexts related to psychology.

4. Organizational records

Organizational records offer the advantage of often having large datasets collected over time that can reveal or confirm psychological insights.

Of course, privacy and ethical concerns regarding confidential data must be navigated carefully.

However, with proper protocols, organizational records can provide invaluable context and empirical depth to qualitative case studies exploring the intersection of psychology and organizations.

• Organizational/industrial psychology research : Organizational records like employee surveys, turnover/retention data, policies, incident reports etc. may provide insight into topics like job satisfaction, workplace culture and dynamics, leadership issues, employee behaviors etc.
• Clinical psychology : Therapists/hospitals may grant access to anonymized medical records to study aspects like assessments, diagnoses, treatment plans etc. This could shed light on clinical practices.
• School psychology : Studies could utilize anonymized student records like test scores, grades, disciplinary issues, and counseling referrals to study child development, learning barriers, effectiveness of support programs, and more.

How do I Write a Case Study in Psychology?

Follow specified case study guidelines provided by a journal or your psychology tutor. General components of clinical case studies include: background, symptoms, assessments, diagnosis, treatment, and outcomes. Interpreting the information means the researcher decides what to include or leave out. A good case study should always clarify which information is the factual description and which is an inference or the researcher’s opinion.

1. Introduction

• Provide background on the case context and why it is of interest, presenting background information like demographics, relevant history, and presenting problem.
• Compare briefly to similar published cases if applicable. Clearly state the focus/importance of the case.

2. Case Presentation

• Describe the presenting problem in detail, including symptoms, duration,and impact on daily life.
• Include client demographics like age and gender, information about social relationships, and mental health history.
• Describe all physical, emotional, and/or sensory symptoms reported by the client.
• Use patient quotes to describe the initial complaint verbatim. Follow with full-sentence summaries of relevant history details gathered, including key components that led to a working diagnosis.
• Summarize clinical exam results, namely orthopedic/neurological tests, imaging, lab tests, etc. Note actual results rather than subjective conclusions. Provide images if clearly reproducible/anonymized.
• Clearly state the working diagnosis or clinical impression before transitioning to management.

3. Management and Outcome

• Indicate the total duration of care and number of treatments given over what timeframe. Use specific names/descriptions for any therapies/interventions applied.
• Present the results of the intervention,including any quantitative or qualitative data collected.
• For outcomes, utilize visual analog scales for pain, medication usage logs, etc., if possible. Include patient self-reports of improvement/worsening of symptoms. Note the reason for discharge/end of care.

4. Discussion

• Analyze the case, exploring contributing factors, limitations of the study, and connections to existing research.
• Analyze the effectiveness of the intervention,considering factors like participant adherence, limitations of the study, and potential alternative explanations for the results.
• Identify any questions raised in the case analysis and relate insights to established theories and current research if applicable. Avoid definitive claims about physiological explanations.
• Offer clinical implications, and suggest future research directions.

5. Additional Items

• Thank specific assistants for writing support only. No patient acknowledgments.
• References should directly support any key claims or quotes included.
• Use tables/figures/images only if substantially informative. Include permissions and legends/explanatory notes.
• Provides detailed (rich qualitative) information.
• Provides insight for further research.
• Permitting investigation of otherwise impractical (or unethical) situations.

Case studies allow a researcher to investigate a topic in far more detail than might be possible if they were trying to deal with a large number of research participants (nomothetic approach) with the aim of ‘averaging’.

Because of their in-depth, multi-sided approach, case studies often shed light on aspects of human thinking and behavior that would be unethical or impractical to study in other ways.

Research that only looks into the measurable aspects of human behavior is not likely to give us insights into the subjective dimension of experience, which is important to psychoanalytic and humanistic psychologists.

Case studies are often used in exploratory research. They can help us generate new ideas (that might be tested by other methods). They are an important way of illustrating theories and can help show how different aspects of a person’s life are related to each other.

The method is, therefore, important for psychologists who adopt a holistic point of view (i.e., humanistic psychologists ).

Limitations

• Lacking scientific rigor and providing little basis for generalization of results to the wider population.
• Researchers’ own subjective feelings may influence the case study (researcher bias).
• Difficult to replicate.
• Time-consuming and expensive.
• The volume of data, together with the time restrictions in place, impacted the depth of analysis that was possible within the available resources.

Because a case study deals with only one person/event/group, we can never be sure if the case study investigated is representative of the wider body of “similar” instances. This means the conclusions drawn from a particular case may not be transferable to other settings.

Because case studies are based on the analysis of qualitative (i.e., descriptive) data , a lot depends on the psychologist’s interpretation of the information she has acquired.

This means that there is a lot of scope for Anna O , and it could be that the subjective opinions of the psychologist intrude in the assessment of what the data means.

For example, Freud has been criticized for producing case studies in which the information was sometimes distorted to fit particular behavioral theories (e.g., Little Hans ).

This is also true of Money’s interpretation of the Bruce/Brenda case study (Diamond, 1997) when he ignored evidence that went against his theory.

Breuer, J., & Freud, S. (1895).  Studies on hysteria . Standard Edition 2: London.

Curtiss, S. (1981). Genie: The case of a modern wild child .

Diamond, M., & Sigmundson, K. (1997). Sex Reassignment at Birth: Long-term Review and Clinical Implications. Archives of Pediatrics & Adolescent Medicine , 151(3), 298-304

Freud, S. (1909a). Analysis of a phobia of a five year old boy. In The Pelican Freud Library (1977), Vol 8, Case Histories 1, pages 169-306

Freud, S. (1909b). Bemerkungen über einen Fall von Zwangsneurose (Der “Rattenmann”). Jb. psychoanal. psychopathol. Forsch ., I, p. 357-421; GW, VII, p. 379-463; Notes upon a case of obsessional neurosis, SE , 10: 151-318.

Harlow J. M. (1848). Passage of an iron rod through the head.  Boston Medical and Surgical Journal, 39 , 389–393.

Harlow, J. M. (1868).  Recovery from the Passage of an Iron Bar through the Head .  Publications of the Massachusetts Medical Society. 2  (3), 327-347.

Money, J., & Ehrhardt, A. A. (1972).  Man & Woman, Boy & Girl : The Differentiation and Dimorphism of Gender Identity from Conception to Maturity. Baltimore, Maryland: Johns Hopkins University Press.

Money, J., & Tucker, P. (1975). Sexual signatures: On being a man or a woman.

Further Information

• Case Study Approach
• Case Study Method
• Enhancing the Quality of Case Studies in Health Services Research
• “We do things together” A case study of “couplehood” in dementia
• Using mixed methods for evaluating an integrative approach to cancer care: a case study

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What Is Internal Validity In Research?

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What Is Face Validity In Research? Importance & How To Measure

Criterion Validity: Definition & Examples

A Multi-Case Study of Gender Conversations on Chinese Social Media: Confusion, Aggression, and Stigmatization

Add to collection, downloadable content.

• May 23, 2024
• Affiliation: Hussman School of Journalism and Media
• "Amidst the increasing prominence of gender-related discussions and debates on Chinese social media, this study aims to explore the significant challenges that pervade gender discourse within China’s dynamic socio-cultural environment. By examining how information communication and public attitudes vary in response to specific scenarios, the research provides comprehensive analyses of three widely discussed incidents: Chinese female stand-up comedian Yang Li and her comments on “average-yet-confident men,” South Korean girl group member, Lisa’s performance at Crazy Horse Cabaret, the discussions around the “baby bowl” trend on Douyin. Employing the Construal Level Theory (CLT) alongside an examination of social media threads, this study explores the dynamics behind the spread of gender-related messages, the impact of external factors such as culture and politics on these conversations, and the role of individual identity in shaping attitudes towards these issues. Through these detailed analyses, the research aims to present practical recommendations to advance gender-focused/feminist communication, promoting a more equitable and effective dialogue."
• April 24, 2024
• Public opinion
• Feminism and gender studies
• Communication in social movements
• Multi-case study
• Social media
• https://doi.org/10.17615/8cgq-ev08
• Masters Thesis
• In Copyright
• All rights reserved
• Media and Communication concentration.
• Affiliation: College of Arts and Sciences
• Master of Arts

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• Announcements
• Copilot Studio

Microsoft Copilot Studio: Building copilots with agent capabilities

Omar Aftab , Vice President, Conversational AI , Tuesday, May 21, 2024

At Microsoft Build 2024 , we’re excited to announce a host of new powerful capabilities in   Microsoft Copilot Studio —t he single conversational AI tool you can use to create your very own custom copilots or extend Microsoft C opilot experiences with your own enterprise data and scenarios.

The first of these are c opilots that can now act as independent agents— ones that can be triggered by events— not just conversation— and can automa te and orchestrate complex, long-running business processes with more autonomy and less human intervention.

For instance, consider the potential of a copilot that can react when an email arrives, look up the sender’s details, see their previous communications, and use generative AI to trigger the appropriate chain of actions in their response. From understanding the intent of the email, to look ing up the sender’s details and account , see ing their previous communications, checking inventory,   responding to the sender asking for their preferences, and then taking the appropriate actions to close a ticket — orchestrating and shepherding an entire process over days.  

With such capabilities, copilots are evolving from those that work with you to those that work for you. They can be designed to handle specific roles or functions, such as IT, marketing, sales, customer success, and finance across various industries, including travel, retail, and financial services.  

With these new capabilities, here are some examples of the kinds of copilots our customers can build:  

• IT help desk .  IT support is complex, involving tickets, order numbers, approvals, and stock levels . O pening and closing a ticket can be a long-running task that spans days. A copilot can now handle this process, interfacing with IT service management applications, resolving IT tickets with context and memory, creating purchase orders for device refresh, and reaching out and getting managers approvals — all independently .
• Employee onboarding . Onboarding new employees is often expensive and slow. Now, imagine you’re a new hire. A copilot greets you, reasons over HR data, and answers your questions. It introduces you to your buddy, provides training and deadlines, assists with forms, and sets up your first week of meetings. Throughout all of this, the copilot is in touch, guiding you through the weeks -long onboarding and account set up processes.  
• Personal concierge for sales and service . Balancing exceptional customer experience while meeting ambitious revenue goals can be challenging. When a copilot serves guests, i t can use the memory of previous conversations with guests to remember their preferences, make reservations, handle complaints, and answer questions related to the products and services on offer. The copilot learns from its interactions and proposes new ways of handling customer scenarios. By doing so, copilots can increase upsell and attachment rates, driving revenue for the resort while simultaneously enhancing guest experience, satisfaction rates, and repeat business.

Let’s dig deeper into a few of the underlying capabilities that make all this possible:

• Asynchronous orchestration of complex tasks . The first is the ability to use generative AI- powered   planning and reasoning to manage complex, multi step, long-running tasks. For example, reacting to a new order means determining the need to verify inventory, trigger ing the right payment processes, pinging a supervisor for approval if the amount is above a certain threshold, and replying with a confirmation. Many of these events can take hours—or even days— to complete, but the copilot will run through them , maintaining the necessary state and context to do so.
• Memory and context . One of the frustrating things about support has traditionally been having to repeat information: who you are, what your policy number is, what your address is. There is no continuity of conversation. Copilots will now learn from previous conversations from the users and utilize this knowledge to continually personalize interactions . A copilot may not need to ask you for your laptop model or your address when you call again for the same issue. Conversations will thus become long-running, contextual, and deeply personalized.
• Monitor, learn, and improve . Copilots can now learn and adapt, offering monitoring and teaching capabilities to make their interactions better. Each copilot records a comprehensive history of its activities, providing transparency into its performance, including user interactions, actions taken, and feedback received, and you can see what decisions it made — and correct and teach them — with just a few clicks.

• Delegation with confidence and guardrails . When developing copilots with agent capabilities, establishing clear boundaries is paramount. Copilots operate strictly within the confines of the maker-defined instructions, knowledge, and actions. The data sources linked to the copilot adhere to stringent security measures and controls, managed through the unified admin center of Copilot Studio. This includes data loss prevention, robust authentication protocols, and more.

The se advanced new capabilities in Copilot Studio are currently accessible to customers participating in a limited private preview  where organizations such as Centro de la Familia are excited to explore agent capabilities that support teachers and case workers, allowing them to spend less time on administrative tasks and more time working with children, ultimately leading to better child outcomes . Based on feedback from program participants, we will continue to iterate and refine these capabilities for broader access in a preview planned for later this year .  

Additional innovations with Copilot Studio

There’s a lot more to share at Microsoft Build with Copilot Studio, and we’ll touch on just a few of our new capabilities here. To learn more — just sign up and try it out for yourself here .

It’s easier than ever to create c opilots .  With Copilot Studio, creating and testing copilots is now incredibly simple. You can create your copilot with our brand new conversationally driven experience — simply describe what you want it to do, and what knowledge you want it to have, and Copilot Studio will create your very own c opilot. You can then immediately test it out, add additional capabilities, such as your own actions, APIs, and enterprise knowledge — and then publish it live with a few clicks.

Connect all your enterprise data with Copilot c onnectors .   Customers want copilots connected with data from their own enterprises business systems and apps. Copilot connectors enable anyone to ground their copilot in business and collaboration data. This makes it possible for copilots to use various data sources, including public websites, SharePoint, OneDrive, Microsoft Dataverse tables, Microsoft Fabric OneLake (coming this calendar year), Microsoft Graph, as well as leading third-party apps. You can even create your own custom generative prompts to configure how a copilot handles a response from an API or connector.

Here are a few examples of how Copilot connectors can transform copilot experiences for specific personas or functions:

• Legal and Compliance . Navigate complex legal landscapes with a Copilot extension that queries specific legal datasets, ensuring controlled and compliant responses without overwhelming users with extraneous information.
• HR Helper . Assist employees with accessing essential resources for benefits and PTO policies, and even book time off directly through Copilot.
• Incident Report Coordinator . Workers can locate the right documentation, report incidents, and track them efficiently, all within the context of the chat.

Starting in June 2024, developers can access the preview for Copilot connectors and stay informed on updates here .

Conversational analytics (private preview) : One of the most common asks from customers has been the need for deeper insight into what their copilot is doing, how generative AI is responding, when it was unable to give the right answers and why — and recommendations on what to do to improve it.

Templates : If simply describing your copilot to build it wasn’t easy enough, Copilot Studio will now also include a variety of pre-built copilot samples for departments and industries. Some templates — such as Safe Travels for comprehensive travel support, Organization Navigator for organizational clarity, Kudos Copilot for fostering recognition, Wellness for employee health insights — are available now, with many more releasing in the coming months.

Enhanced security and controls (public preview ) : Administrators can now configure advanced settings beyond the default security measures and controls. With Microsoft Purview , Copilot Studio administrators gain access to more detailed governance tools, including audit logs, inventory capabilities, and sensitivity labels. They will be able to review comprehensive audit logs that cover tenant-wide usage, inventory (with API support), and tenant hygiene (such as data loss prevention violations and inactive copilots), enabling them to effectively monitor business impact. Both creators and end-users will be able to view sensitivity labels when responses are generated using AI-powered answers based on SharePoint documents.

With all the amazing innovations, numerous organizations are using Copilot Studio to build transformative generative AI-powered solutions. Check out this story from Nsure on how they are using Copilot Studio:

Get started today with Copilot Studio

This is just a glimpse of all the exciting innovation around copilots and Copilot Studio — we have a host of exciting new capabilities to share in our sessions at Build. So, join us in watching the sessions below, and try out Copilot Studio yourself and build and share your very own copilot in minutes.

Watch the sessions at Microsoft Build:

• “ Microsoft Build opening keynote ”
• “ Next generation AI for developers with the Microsoft Cloud ”
• “ Shaping next-gen development: the future of Copilot in Power Platform ”

Deeper dives:

• Breakout: “ What’s new with Microsoft Copilot Studio ”
• Breakout with demos: “ Build your own copilot with Microsoft Copilot Studio ”
• Breakout with demos: “ Build Microsoft Copilot extensions with Copilot Studio ”
• Demo (live only): “ Build your own Copilot extension with Microsoft Copilot Studio ”