Assignment Questions for Case Two- Cutting through the Fog: Finding the Future with Fintech

Assignment Questions for Case Two- Cutting through the Fog: Finding the Future with Fintech

1. What is fintech, and how has it evolved over time? Who are the major players? What conditions have contributed to the emergence of fintech?

2. What are the four options that Costa could share with her client? What are the pros and cons of each choice? Which one should she recommend and why?

3. What do the historical M&A data tell us about the fintech landscape? Which other alternatives could this bank focus on to create value in the fintech space?

4. How are fintech companies valued in comparison to the broader market? What are typical multiples, and why are fintech companies priced as such?

5. What is the financial outlook for legacy banks in view of new entrants into the financial institutions space? Is panic from big banks justified or is fintech just a trend of the moment?

6. What is the impact of fintech on banks and the financial-services industry at large? How might the future look for banks and fintech companies?

General Requirements:

1. Grading:

Case Report – 100 points + 5 bonus points for in-depth discussion (each group should submit one report and all group members will receive the same score)

Audience Participation – 1 bonus points (audience are expected to read the cases and answer my questions as well)

Presentation – 3 bonus points for the presenting team, 2 additional points for excellent presentations (informative and clear slides, in-depth discussion, etc.)

2. Report Length: 5-10 pages, excluding title and reference pages;

3. Similarity score of your report and articles from other sources below 25%;

4. Font size equal to or smaller than 12;

5. No more than double space;

6. Provide a complete list of reference for works that you cite;

7. Submission: word or PDF via Canvas;

8. Presentation Date: Apr 15, 2021 (case 2)

8. Report Deadline: 11:59 pm on Apr 18, 2021.