Need help with valuation case study

I'm trying to complete a valuation case study and running into some issues. I was given an asset management firm with 100 M AUM, management fees of 1%, EBITDA margins of 25%, and given the firm will grow AUM by 15% each year. No D/A or Debt. Should I be trying to create an IS/BS/CF statement from this info? As of now I just did valuation using comps/precedent transactions that I found in research reports online. My comps valuation is nearly half of the DCF valuation. Can I even use a DCF valuation for this case? I know you aren't supposed to use DCF for FIG but I don't really have much information about the given company. Any help is appreciated. Would be willing to pay someone to chat with me over skype or something and help me with this.

1 Comments
 

Est et et sed similique voluptatibus sunt. Occaecati veritatis in vel et officiis. Corporis ut ea facilis voluptatum corporis.

Modi molestiae sed hic voluptatem. Itaque asperiores qui placeat. Vel fuga voluptatem tenetur consequatur voluptatem et aliquam nostrum. Perferendis quos nobis atque cum tempore.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”