Overview

Principles of LBO valuation will be covered and participants will build a short-form LBO model. How private equity firms create value and the unique attributes of LBO valuation are examined.

  • How LBO’s and private equity firms create value
  • What makes a good LBO candidate
  • Common valuation drivers
    • Buyer’s return requirements
    • Availability of leverage in credit markets
    • Sustainable company cash flows for debt repayment
    • Ability of buyer to achieve operating synergies
    • Exit opportunities (sale or IPO)
  • Building a flexible sources and uses of funds table
  • Determining debt capacity
  • Calculating the exit value
  • Calculating the IRR and deriving football field valuation range
  • Sensitivity analysis

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