excel-lbo-modeler
Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like 'excel lbo', 'build lbo model', 'calculate pe returns'.
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name: excel-lbo-modeler description: | Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like 'excel lbo', 'build lbo model', 'calculate pe returns'. allowed-tools: Read, Write, Edit, Grep, Glob, Bash(cmd:*) version: 1.0.0 author: Jeremy Longshore jeremy@intentsolutions.io license: MIT
Excel LBO Modeler
Overview
Creates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions.
Prerequisites
- Excel or compatible spreadsheet software
- Target company financial data
- Debt term sheet parameters
- Entry/exit multiple assumptions
Instructions
- Set up transaction structure (purchase price, debt/equity split)
- Build debt schedules for each tranche (senior, mezzanine, etc.)
- Create operating projections with debt service
- Calculate cash flow available for debt paydown
- Model exit scenarios and calculate IRR/MOIC
Output
- Complete LBO model with sources & uses, debt schedules, and returns
- IRR and MOIC at various exit multiples and years
- Sensitivity tables for entry/exit multiple and leverage
Error Handling
| Error | Cause | Solution |
|---|---|---|
| Negative cash flow | Debt service exceeds EBITDA | Reduce leverage or restructure debt terms |
| IRR #NUM! | No valid solution | Check exit value exceeds equity contribution |
| Circular reference | Cash sweep tied to interest | Enable iterative calculation |
Examples
Example: Mid-Market LBO Request: "Build an LBO model for a $100M EBITDA company at 8x entry" Result: 60% senior / 40% equity structure, 5-year model, IRR analysis at 7x-10x exits
Example: Add-On Acquisition Request: "Model a bolt-on acquisition with synergies" Result: Integrated model with synergy phase-in and accretion analysis
Resources
- Macabacus LBO Modeling
- WSO PE Interview Prep
{baseDir}/references/lbo-formulas.mdfor debt schedule templates
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