LBO Financial Model Template (Detailed) - EXCEL

Description
DESCRIPTION: detailed LBO financial model. Clean and simple layout with robust functionality (different financing structures, operating scenarios, add-on acquisitions, asset vs. stock deal, etc.). This is a great template for a middle-market focused PE firm to use pre-LOI stage and/or a middle-market investment bank that is looking to perform a detailed LBO analysis for valuation purposes.

NOTE: this model should be used as a starting point / skeleton for building out a detailed LBO financial model. It has been simplified to preserve its structure / functionality and is not representative of any particular business. Each investment opportunity is unique and therefore, this model should be adjusted on a case-by-case basis. Certain areas that will likely require additional consideration include the operating forecast (revenue model, cost structure, FX exposure, etc.), transaction timing (closing date), and deal structure (multiple sponsors, co-investment, etc.)

STRUCTURE: this full LBO financial model includes 10 tabs:
1/ Cover
2/ Table of Contents
3/ Dashboard
4/ Scenarios
5/ LBO
6/ Forecast
7/ Acquisitions
8/ D&A
9/ NWC
10/ Financials

DISCLAIMER: this model presents a hypothetical LBO of a hypothetical company. Any similarity between the financial metrics of this company and actual companies is purely coincidental. The provider does not provide investment, accounting, or tax advice.

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LIMITATION OF LIABILITY: Except as otherwise expressly stated, including but not limited to in a license or other agreement governing the use of specific content, in no event will the provider be liable to you or any other party for any direct, indirect, special, consequential or exemplary damages, regardless of the basis or nature of the claim, resulting from any use of this model, or the contents thereof, including without limitation any lost profits, business interruption, loss of data or otherwise, even if the provider expressly advised on the possibility of such damages. Some jurisdictions may not allow the exclusion or limitation of liability for certain incidental or consequential damages, so some of the above limitations may not apply to you.