PE - Leveraged Buyout Model Template

Financial Model, General Excel Financial Models

DCF Model, Excel, Financial Projections, Free Financial Model Templates, IRR, LBO, Private Equity, Valuation

The Private Equity Leveraged Buyout Model offers a simple template to calculate the financial returns (IRR and cash on cash multiple) of a leveraged buyout acquisition from a Private Equity investment perspective.

This financial model templates offers the following:

Financial projections over 10 years (Income Statement, Balance Sheet and Cash Flow Statement)
Detailed Debt Financing Schedule
Table with Sources and Uses of Funds
Fixed Asset Schedule
Internal Rate of Return Analysis

The financial model template is available in a LIGHT and a FULL Version. The FULL Version has the additional features:

LIGHT Version

Valuation date at year end
IRR calculation
Yearly financial projections

FULL Version

Quarterly Financials and Last Twelve Months
Closing Date and Valuation date mid year
Mezzanine – interest paid in kind (PIK)
Seller financing option
Equity injection option
Shareholder structure with stake % and dilution table
Number of shares, Value per Share, Earnings per Share
Share Premium
Chart with EBITDA Bridge between acquisition and exit date
Chart with more details on capital expenditures (CAPEX), Financial Debt and Debt/EBITDA ratios

Screenshots

Financial Overview

Key Financial Ratios

Quarterly Income Statement Pre/Post Transaction

Quarterly Cash Flow Statement Pre/Post Transaction

Quarterly Balance Sheet Pre/Post Transaction

Shareholder’s Equity Table

Debt Financing Schedule

Discounted Free Cash Flow Valuation

Internal Rate of Return and Cash on Cash Multiple Calculation

Executive Summary Private Equity View

Charts with Key Financial Metrics