Capstone – Project

Target Public Companies to Take Private with Narrow Investment Criteria

A Collaboration Between

Engagement Synopsis

I work for Speyside Equity. We are a special situations fund focused on the manufacturing sector. We buy companies that can create value based on change management opportunities. Simply stated, we buy broken manufacturing businesses, fix them, and sell them. One opportunity is publicly traded companies that are under $1bb in revenue. Generally, these companies should not be public, and they are an opportunity for us. I have a file of these companies, and I think that a team of MBAs could investigate them and provide me a list of the top 10 that fit the criteria, and a plan to action them.

Company Information

CompanySpeyside Equity
StageMedium Business
Hiring PotentialEntry Level Full-Time

Company Overview

Speyside Equity was formed to bring an operationally intensive approach to investing in manufacturing businesses within the specialty chemicals, food/ingredients, and metal-forming sectors. We target companies with a history of revenue and positive EBITDA, a defensible position in their respective markets, and a core of capable management that remains post-investment. We prefer situations where there are opportunities to leverage the team’s operating expertise to improve operating performance and create sustainable long-term value. We are comfortable investing in spin-offs from carve-outs of large multinational businesses, industry consolidations, or family-owned businesses. Target investments typically have revenues between US$20 million to US$300 million range, dependent on the industry, and are valued between US$20 million to US$200 million. Ideally, target businesses should be headquartered in the United States or Western Europe. Our financial and managerial expertise enables us to quickly analyze situations to assess value, structure and negotiate transactions, and implement focused operating plans that keep companies liquid and rapidly enhancing their long-term prospects.

Industry Mentors

There are currently no supervisors assigned.

Course Info & Engagement Details

SchoolMasters in Business Administration (MBA)
Engagement Format -
CourseMBA APPLY Interterm (FALL 2019)
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/14 - 10/17/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration0.43 Weeks

Project Topics

Reporting, Financial Planning & Analysis

Academic Mentors

There are currently no supervisors assigned.

Assigned Students

There are currently no students assigned.

Program Timeline

Touchpoints & Assignments Due Date Submission

Key Milestones & Project Process

  • October 14, 2019 -

    Review provided data file with information on publicly traded manufacturing companies below $1bb in revenue

    Suggested Deliverable:


  • October 15, 2019 - Based on provided criteria, filter file to come up with top 30 companies to investigate


    Suggested Deliverable:


  • October 16, 2019 - Evaluate top 30 company candidates for acquisition based on Speyside deal criteria


    Suggested Deliverable:


  • October 17, 2019 - Present top 10 targets to be considered for acquisition, and key information on the company


    Suggested Deliverable:


  • October 18, 2019 -


    Suggested Deliverable:


Project Resources

There are no resources currently available