Course Detail (Course Description By Faculty)

Cases in Financial Management (35201)

This course is designed for MBA students (to build on their full-time work experience) and as such, the Registrar will not permit Undergraduates, Master's in Finance or Master's in Management candidates to enroll.

If you are an MBA student and would like me to consider a waiver for either 35000 and/or 35200, please send me a list of all accounting and finance classes you've taken to date at Booth, a list of those classes taken in your undergraduate studies or other master's programs and a copy of your resume.  Then, I will review for a waiver.

This case course is designed to utilize, reinforce and enhance the concepts in corporate finance you accumulated in 35200 using the case method and some lecture material. In this course, students will practice various valuation techniques, evaluate three acquisition cases, complete an LBO model and evaluate the governance aspects of an LBO, discuss optimal capital structure, review capital markets including public equity, convertibles, bank and debt markets, including analyzing an Initial Public Offering (“IPO) and learn about shareholder activism and finally, evaluate a company break-up case.

 

There are 9 cases, one due each week, completed in groups. Week 1 and 2 cases will be a review of the basics of valuation methods. Then, the course will progress to more advanced topics. Because this is a case course, the student’s active engagement, participation and attendance is critical to his/her own success in the course and is graded. The instructor employs “cold calling” during class time. There will be pre-recorded lectures that may be viewed at the student’s convenience to supplement the understanding of the course material each week.  Short multiple choice quizzes will be required each week as a check-point for understanding. In all, the final course grade will be based on class participation (including in-person attendance), case write ups, weekly quizzes, and an in-class final exam to be given during the regularly schedule exam period, no exceptions granted.

There is no option to take the final exam remotely.

Classroom Technology Policy

In alignment with Booth’s Classroom Technology Policy and in the interest of maximizing your learning and engagement, the use of laptops, tablets, smartphones, and other personal electronic devices is not permitted during class sessions in this course.

Business 35000 (or 35100 or 35901) and 35200 (or 35902) are required: strict. It is mandatory for all students to submit the case write up due in week 1.

For those students who wish to request a waiver of prerequisites for the course, please provide Professor Born your resume, a list of accounting and finance classes completed at Booth and a list of accounting and finance classes from undergrad or other graduate studies.  With this, she can evaluate your background for a waiver.

Non-Booth students require instructor permission. No MiM/MiF, no undergraduates

  • Strict Prerequisite
Cases and supporting reading materials (which are primarily optional) will be posted in Canvas, and either Berk and DeMarzo, Corporate Finance (Prentice Hall) or Brealy Myers and Allen, Principles of Corporate Finance (McGraw Hill) can be helpful background reading.

Course Grades will be based upon graded Case Write Ups, Short Weekly Quizzes, Class Participation, Class Attendance, and an in-class Final Exam during the regularly scheduled final exam for the respective section. No pass/fail grades. No auditors. No early final grades.  There is no option to take the final exam remotely or to take it another date or time than what is scheduled.

Case write ups are due each week; this includes the write up for Week 1's class even if  the course is added later. I advise students on the wait list to attend Week 1 and to complete the first case in order to receive attendance credit and case credit if the student ultimately enrolls.  Otherwise, if a student adds the course post Week 1, they will be considered absent for Week 1 and receive a 0 for the first case study.

  • No auditors
  • No pass/fail grades
  • Mandatory attendance week 1
Description and/or course criteria last updated: July 07 2026
SCHEDULE
  • Autumn 2026
    Section: 35201-01
    T 1:30 PM-4:30 PM
    Harper Center
    C04
    In-Person Only
  • Spring 2027
    Section: 35201-01
    T 8:30 AM-11:30 AM
    Harper Center
    C04
    In-Person Only
  • Spring 2027
    Section: 35201-02
    T 1:30 PM-4:30 PM
    Harper Center
    C04
    In-Person Only

Cases in Financial Management (35201) - Born, Laura>>

This course is designed for MBA students (to build on their full-time work experience) and as such, the Registrar will not permit Undergraduates, Master's in Finance or Master's in Management candidates to enroll.

If you are an MBA student and would like me to consider a waiver for either 35000 and/or 35200, please send me a list of all accounting and finance classes you've taken to date at Booth, a list of those classes taken in your undergraduate studies or other master's programs and a copy of your resume.  Then, I will review for a waiver.

This case course is designed to utilize, reinforce and enhance the concepts in corporate finance you accumulated in 35200 using the case method and some lecture material. In this course, students will practice various valuation techniques, evaluate three acquisition cases, complete an LBO model and evaluate the governance aspects of an LBO, discuss optimal capital structure, review capital markets including public equity, convertibles, bank and debt markets, including analyzing an Initial Public Offering (“IPO) and learn about shareholder activism and finally, evaluate a company break-up case.

 

There are 9 cases, one due each week, completed in groups. Week 1 and 2 cases will be a review of the basics of valuation methods. Then, the course will progress to more advanced topics. Because this is a case course, the student’s active engagement, participation and attendance is critical to his/her own success in the course and is graded. The instructor employs “cold calling” during class time. There will be pre-recorded lectures that may be viewed at the student’s convenience to supplement the understanding of the course material each week.  Short multiple choice quizzes will be required each week as a check-point for understanding. In all, the final course grade will be based on class participation (including in-person attendance), case write ups, weekly quizzes, and an in-class final exam to be given during the regularly schedule exam period, no exceptions granted.

There is no option to take the final exam remotely.

Classroom Technology Policy

In alignment with Booth’s Classroom Technology Policy and in the interest of maximizing your learning and engagement, the use of laptops, tablets, smartphones, and other personal electronic devices is not permitted during class sessions in this course.

Business 35000 (or 35100 or 35901) and 35200 (or 35902) are required: strict. It is mandatory for all students to submit the case write up due in week 1.

For those students who wish to request a waiver of prerequisites for the course, please provide Professor Born your resume, a list of accounting and finance classes completed at Booth and a list of accounting and finance classes from undergrad or other graduate studies.  With this, she can evaluate your background for a waiver.

Non-Booth students require instructor permission. No MiM/MiF, no undergraduates

  • Strict Prerequisite
Cases and supporting reading materials (which are primarily optional) will be posted in Canvas, and either Berk and DeMarzo, Corporate Finance (Prentice Hall) or Brealy Myers and Allen, Principles of Corporate Finance (McGraw Hill) can be helpful background reading.

Course Grades will be based upon graded Case Write Ups, Short Weekly Quizzes, Class Participation, Class Attendance, and an in-class Final Exam during the regularly scheduled final exam for the respective section. No pass/fail grades. No auditors. No early final grades.  There is no option to take the final exam remotely or to take it another date or time than what is scheduled.

Case write ups are due each week; this includes the write up for Week 1's class even if  the course is added later. I advise students on the wait list to attend Week 1 and to complete the first case in order to receive attendance credit and case credit if the student ultimately enrolls.  Otherwise, if a student adds the course post Week 1, they will be considered absent for Week 1 and receive a 0 for the first case study.

  • No auditors
  • No pass/fail grades
  • Mandatory attendance week 1
Description and/or course criteria last updated: July 07 2026
SCHEDULE
  • Autumn 2026
    Section: 35201-01
    T 1:30 PM-4:30 PM
    Harper Center
    C04
    In-Person Only
  • Spring 2027
    Section: 35201-01
    T 8:30 AM-11:30 AM
    Harper Center
    C04
    In-Person Only
  • Spring 2027
    Section: 35201-02
    T 1:30 PM-4:30 PM
    Harper Center
    C04
    In-Person Only