Capstone – Project

AMALGAM Capital: Strategic LBO Model

A Collaboration Between

Engagement Synopsis

About the Company: Amalgam Capital is a private equity firm which acquires and sustainably grows underrated businesses as independent sponsors. Focusing on Consumer Products, Distribution, Industrial Manufacturing, Retail, Healthcare and Industrial Services, Amalgam excels in serving clients facing transition, growth challenges, turnarounds, asset heavy companies, and high performers with growth potential. Amalgam also partners with her sister consulting company, SLKone, which consistently delivers strategy that is operational, leadership that nets results, and knowledge that is executable to her clients as well as Amalgam’s portfolio companies.

Project Synopsis: While Amalgam has a clear process and model to evaluate investment opportunities, management recognizes the divergence between strategic, operational, and organizational considerations and the financial valuation methods which are strictly quantitative.

Students will be exposed to the Amalgam valuation model and challenged with the task of developing a valuation framework that goes beyond the quantitative, accounting for the qualitative factors with documented and data backed rationalizations for adjustments to the current comparative analysis methodologies.

The interterm experience will culminate with the opportunity to pitch the adjusted model to the founding partners of Amalgam Capital.

1. Background or concentration in Finance or Strategy is preferred
2. Familiarity with valuation methodologies, particularly multiples analysis and the CAPM model
3. Capacity to think both quantitatively and qualitatively
4. Proficiency in Excel

Learning Objectives:
1. Students will strengthen financial modeling and valuation capabilities
2. Students will perform in depth and data driven strategic analyses
3. Students will perform industry specific comparative and competitive analyses
4. Students will be challenged to incorporate qualitative and strategic frameworks into quantitative frameworks

Company Information

CompanyAmalgam Capital, LLC
StageEstablished Startup
Hiring PotentialFollow-on Projects, Formal Internship, Entry Level Full-Time, Upper Level Full-Time

Company Overview

Amalgam Capital is an Independent Sponsor Private Equity firm which focuses on investing in and growing underrated businesses. Our multidisciplinary team of investors, entrepreneurs, and operators, has created substantial value for others.

Industry Mentors

Company Admin

Phil Lynch

[email protected]

Course Info & Engagement Details

SchoolMasters in Business Administration (MBA)
Engagement Format -
CourseMBA APPLY Interterm (FALL 2020)
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/5 - 10/8/2020
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration0.43 Weeks

Project Topics

Academic Mentors

There are currently no supervisors assigned.

Assigned Students

There are currently no students assigned.

Program Timeline

Touchpoints & Assignments Due Date Submission
Official Project Kickoff

Official Project Kickoff

We'll web conference company senior leadership into class to introduce the company, meet the students, and discuss the project goals.
September 22nd, 2020 Event na
Final Presentations Final Presentations
Students will present final insights to the company's senior leadership. Please upload the final deliverables.
December 21st, 2020 Submission Required submission-required

Key Milestones & Project Process

Project Resources

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