The Leveraged Buy Out Deal of Tata & Tetley|Finance|Case Study|Case Studies

The Leveraged Buy Out Deal of Tata & Tetley

Case Studies | Case Study in Business, Management, Operations, Strategy, Case Study

ICMR HOME | Case Studies Collection

To download The Leveraged Buy Out Deal of Tata & Tetley case study (Case Code: FINC001) click on the button below, and select the case from the list of available cases:

Finance | Case Study in Management, Operations, Strategies, Business Ethics, Case Studies

Finance Case Studies
Short Case Studies
View Detailed Pricing Info
How To Order This Case
Business Case Studies
Case Studies by Area
Case Studies by Industry
Case Studies by Company

Custom Search

Please note:

This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

Chat with us

Strategic Management Formulation, Implementation, & Control, 12e

Please leave your feedback

Leave Your Feedback

ICMR India ICMR India ICMR India ICMR India RSS Feed

Case Details:


Case Code : FINC001 For delivery in electronic format: Rs. 200;
For delivery through courier (within India): Rs. 200 + Shipping & Handling Charges extra


Finance : Merger and acquisition takeover
Case Length : 7 Pages
Period : 2000
Pub. Date : 2001
Teaching Note : Available
Organization : Tata Tea Tetley
Industry : Food, Beverages & Tobacco
Countries : India


The case 'The Leveraged Buyout Deal of Tata & Tetley' provides insights into the concept of Leveraged Buyout (LBO) and its use as a financial tool in acquisitions, with specific reference to Tata Tea's takeover of global tea major Tetley. This deal which was the biggest ever cross-border acquisition, was also the first-ever successful leveraged buy-out by any Indian company. The case examines the Tata Tea-Tetley deal in detail, explaining the process and the structure of the deal. The case helps them to understand the mechanism of LBO. Through the Tata-Tetley deal the case attempts to give students an understanding of the practical application of the concept.

Finance | Case Study in Management, Operations, Strategies, Finance, Case Studies

Students are also expected to understand the merits and demerits of the LBO mechanism and the problems in the Indian Financial system, which have had an impact on the acceptance of LBO as a method of financing.


Leveraged Buyouts


  Page No.
Introduction 1
The Tale of Tata Tea 2
De-Mystifying LBO 3
Structure of the Deal 4
The Way to Go? 6


The Leveraged Buyout Deal, Tata & Tetley, Leveraged Buyout, LBO, financial tool, acquisitions, Tata Tea's takeover, global tea major, Tetley, cross-border acquisition, leveraged, buy-out, Indian company, Tata Tea-Tetley deal, process, structure, mechanism, LBO, practical application, merits, demerits, Indian Financial system

The Leveraged Buy Out Deal of Tata & Tetley - Next Page>>

Custom Search

Marketing Financial Products
Textbooks Collection

Case Studies in Finance Vol III

Case Studies in Finance Vol III
e-Book on Case Studies in Finance

Case Study Volumes Collection


Case Studies Links:- Case Studies, Short Case Studies, Simplified Case Studies.

Other Case Studies:- Multimedia Case Studies, Cases in Other Languages.

Business Reports Link:- Business Reports.

Books:- Textbooks, Work Books, Case Study Volumes.