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This FREE one-page Private Equity Deal Spreadsheet Template in MS Excel offers a great way to analyze a proposed Private Equity Transaction and view the impact on the expected IRR. The spreadsheet template focuses on the main ways how Private Equity firms manage to create value:

• Revenue Growth
• Improvements in the profit margin
• Multiple Arbitrage
• Leverage

Therefore, the spreadsheet template offers simple assumptions to simulate how these factors affect the value creation of the Private Equity Investment and the foreseeable profitability of the deal.

The spreadsheet template offers the following:

• General assumptions, such as currency and timing assumptions
• Company Assumptions to project revenue, growth, initial and target EBITDA Margins, depreciation, income taxes, net working capital requirements, CAPEX, required cash balance, and dividend payouts
• Investment and Debt Financing Assumptions include entry and exit EBITDA multiples, the duration of the holding period, debt financing, interest and debt repayment assumptions, and cash reserve. Investment assumptions result in a Uses and Sources of Funds Table.
• Financial Projections for key figures such as Revenues, EBITDA, and select Balance Sheet items such as Cash, Net Working Capital, Fixed Assets, Financial Debt and Equity. Furthermore, key cash flow items and financial ratios are projected as well.
• Investor Cash Flow Projections include the initial investment, dividends, and exit proceeds.
• Deal Metrics and Charts include the expected IRR of the deal, total profit, investment multiple and several charts to understand better the IRR, its sensitivities to the use of leverage, value creation due to growth, improvement in EBITDA margins, multiple arbitrage, and leverage.

How your next Private Equity Deal is expected to Perform, and Why?

This simple one-page private equity deal template makes screening targets for new opportunities simple. Simply enter a few assumptions and get a feel for how your next deal might perform and how the value creation might work out. Please note that the intention of this template is for a high-level screening only. More detailed assumptions might be needed later on to fine-tune the investment case and dive deeper into the analysis. The template allows you to run simulations of how a change in some of the key value drivers might affect the profitability of a Private Equity deal.

This Excel spreadsheet template is kept concise by offering analysis on one page only. It offers a good understanding of how much value potentially can be created by entering a Private Equity transaction.

Gauge the possible profitability of a Private Equity Deal now and maximize the value of your investment. Analyze the entry price of the business and forecast the exit proceeds based on multiples. This template offers a valuable guide in analyzing your next Private Equity Deal.

This template comes as an MS Excel spreadsheet template.

The Current Model Version is 2.1.

The File Type is .xlsx.