Complete Private Equity Model
Originally published: 26/01/2020 11:47
Last version published: 19/02/2021 08:26
Publication number: ELQ-14627-5
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Complete Private Equity Model

Complete financial model for valuing, forecasting, and acquiring companies in the form of private equity investments.

Description
Comprehensive, easy-to-use, ready-to-use, downloadable excel model template.

This detailed private equity model runs a comprehensive leveraged buyout analysis - accompanied by a multitude of additional tools, including:
- a three-statement model (income statement, cash flow statement, and balance sheet)
- different cases available to run a wide variety of potential scenarios
- various valuation tools (discounted cash flow, comparable companies, and precedent transactions)
- output charts to visualize the deal (interest coverage, profitability growth, value creation bridge, and more)

Highlights:
- All changes needed to be made are grouped together on the 'Assumptions' sheet, making this tool incredibly straightforward and easy to use.
- Returns are calculated for practically any hold period (up to 10 years) to show different lengths of time for the investment.
- The debt schedule allows you to optionally include up to four types of debt (revolver, term loan A, term loan B, mezzanine debt), which enhances this model's usefulness and ability to analysis a wide variety of deals.
- The summary sheet allows the entire model to be digested and understood briefly on a single page.
- The sensitivity tables and output charts allow investors to see the potential investment outcomes in a visually engaging way.

This model was built by a private equity professional to ensure its usefulness and ability to help investors evaluate businesses and companies effectively, and in the end make high-quality investment decisions.

This Best Practice includes
1 Excel File

Acquire business license for $89.00

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Further information

To help private equity investors make quality investment decisions.

Works best for evaluating a potential investment, via:
a) valuing the company (with DCF / comparables / precedents)
b) forecasting investment returns


4.7 / 5 (51 votes)

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