LBO Financial Model Template (Illustrative) - EXCEL

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

by Karl Schopf
Current INSEAD MBA / Prior PE Associate (Mid-Market LBO Fund) and IB Analyst (M&A Group at a Big 5 Canadian Bank)Follow 12

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Description
DESCRIPTION: illustrative ("quick & dirty") LBO financial model. Clean and simple layout. Robust functionality (different financing structures, operating scenarios, closing date flexibility, etc.). This is a great template for a middle-market focused PE firm to use pre-IOI stage and/or a middle-market investment bank that is looking to perform a "quick and dirty" LBO analysis for valuation purposes.

STRUCTURE: this LBO financial model includes 6 tabs:
1/ Cover
2/ Table of Contents
3/ Dashboard
4/ LBO Model
5/ Forecast
6/ 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.

This Best Practice includes
Excel Financial Model Template