Advanced LBO modelling course – 2 days

This Excel-based course encompasses the strategies behind and modelling for leveraged/ management buyout (LBO/ MBO) transactions.  Training participants will conduct a valuation of an LBO target.  After applying multiples-based acquisition arithmetic, course delegates will calculate goodwill and forecast a pro-forma balance sheet, determining the most appropriate sources of debt and equity finance for their LBO.

LBO modelling course outline

For full details for this financial training program please see our LBO modelling course outline.

Case work for the LBO modelling course

As part of LBO modelling work on the program, course participants work on a real buyout model, working through the model until they complete the cash flow and debt & interest schedules.  Course delegates then calculate exit values and the IRR (internal rate of return) generated by private equity investors.  Using their integrated model, delegates apply sensitivity analysis to derive the optimum financing structure, taking into account the financial constraints of each investor.

Objectives for the LBO modelling course

By the end of this course participants will:

  • Value an LBO target using different valuation techniques
  • Apply sound modelling techniques to build an LBO model and develop their LBO analysis
  • Model pro-forma balance sheets and cashflows
  • Assess the debt capacity of an LBO target
  • Use sensitivity analysis to derive the optimum financing structure
  • Calculate IRR and exit values generated by private equity investors
  • Establish refinancing needs and different exit strategies
  • Understand the latest trends in the private equity sector, and pricing strategies.

Delegates are required to bring a laptop and a calculator to this training course.

Enquire about an in-house advanced LBO modelling training course

This course is offered in-house. If you have 4-5 staff who are interested in advanced LBO modelling, in-house training will prove cost-effective for your company. To enquire about an in-house advanced LBO modelling course for a small group of your firm’s employees, please click on the blue “enquire” button:

Book on a public LBO training course

For details of our public courses (which accept individual registrations), and to book yourself on another LBO training program, please click on the red “book” button: