LBO Financial Model Template (Detailed) - EXCEL
Originally published: 22/03/2018 07:26
Last version published: 19/05/2020 09:02
Publication number: ELQ-58494-8
View all versions & Certificate

LBO Financial Model Template (Detailed) - EXCEL

LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).

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.

LIMITATION OF WARRANTIES: Except as otherwise expressly stated, including but not limited to in a license or other agreement governing the use of specific content, all content in this model is provided "as is", and the provider makes no representations or warranties, express or implied, including but limited to warranties of merchantability, fitness for a particular purpose, title or non-infringement of proprietary rights. Without limiting the foregoing, the provider makes no representation or warranty that content in this model is free from error or suitable for any purpose; nor that the use of such content will not infringe any third party copyrights, trademarks or other intellectual property rights. You understand and agree that you download or otherwise obtain this content at your own discretion and risk, and that the provider will have no liability or responsibility for any damage to your computer system or data that results from the download or use of such content. Some jurisdictions may not allow the exclusion of implied warranties, so some of the above limitations may not apply to you.

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.

This Best Practice includes
Excel Financial Model Template

Acquire business license for $500.00

Add to cart

Add to bookmarks


Further information

Assess investment returns (IRR / MOIC) and value of a potential LBO candidate to PE buyers. Test covenants of proposed debt structures.

Background in financial modelling required. This model is designed for industry use by private equity and/or investment banking professionals.

Individuals with limited to no knowledge of financial modelling.

5.0 / 5 (6 votes)

please wait...