Beach Point


Travel Sentry Inc. is a case study given out by Beach Point, a multi-billion dollar investment manager specializing in credit-related investments.

This case study is designed to asses your ability to craft a compelling investment solution for Travel Sentry's situation, which involves the founders retiring and transitioning leadership responsibilities. Specifically, you'll need to illustrate the pros and cons of the potential structures that could be used (e.g., an outright equity investment, structured preferred equity or junior debt) and create a variety of operating scenarios to test each structure against.

Does not include solutions

  • Beach Point Price: $27 (Selected via Custom Plan)
  • All Case Studies Price: $97 (Grants access to all 77 cases)


Asset Class

Preferred Equity



Case Type

Model & Presentation


>24 hours

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