Advanced LBO Modelling

After graduating from Cambridge University in 1993, our LBO model course expert worked as an auditor with Arthur Andersen. This allowed him to gain a comprehensive knowledge of corporate accounting and financial statements. He qualified as a chartered accountant (ACA) and then worked in investment banking in the City of London, initially with HSBC and subsequently at Merrill Lynch.

Throughout his time in London, he worked in a front office role where he advised companies on valuation, financing, acquisitions, foreign exchange and derivatives. This breadth of practical experience and his passion for sharing and communicating knowledge naturally led him towards a career in LBO financial modelling training.

He has worked in financial training for the last ten years and delivered training courses on a wide variety of topics, which includes delivering leveraged buyout training. His expertise is in accounting, financial modelling, corporate finance, valuation and capital markets at investment banks, private equity and corporate finance firms worldwide.

By the end of this LBO modelling course, participants will be able to:

• Build an LBO model that incorporates complex debt structures
• Model the impact of the new LBO financing structure and key issues around structuring
• Estimate debt capacity
• Identify potential adjustments in determining an appropriate equity purchase price based on a business enterprise value
• This LBO model course will ensure you complete a fully integrated LBO model with:
  • Deal Terms
  • Source and use of LBO funds
  • Integrated financial statements
  • Detailed debt waterfall, allocating cash flows across a debt structure with potential for dividend distributions
  • Equity value bridge charts illustrating components of value creation
  • Sensitivity analysis

• Our LBO model course is presented by a qualified Chartered Accountant with practical investment banking experience.
• Upon completion of this advanced LBO model training, a series of LBO models and Excel exercises will have been completed and provided.
• A summary workbook that covers all areas of this LBO model training for easy reference will be provided for you after the course has been completed.
• This Advanced LBO modelling course will be hands-on. Using Excel, our trainer will show you how LBO models are built and developed in practice to varying degrees of complexity.

Our advanced leveraged buyout training is a ‘must know’ for:

• Corporate Finance professionals at all levels; especially those focused on private equity transactions.
• Private equity LBO professionals who manage or oversee the execution of their firm’s deals.
• Finance professionals within portfolio companies who want a closer understanding of the private equity LBO process, and how their companies fit within the context of a PE fund.

Our leveraged buyout course will begin with a fast method of reviewing an LBO opportunity. We do this so you can gain the key concepts before embarking on the advanced modelling issues of LBOs.

LBO financing structures and debt capacity will be explored, looking at equity finance, pure debt finance, and mezzanine finance.

Finally, our leveraged buyout training will focus on building a debt waterfall and developing an advanced LBO model from scratch with NewCo/OpCo consolidation and integrated consolidated LBO financial model forecasts. We will also look at modelling a leveraged recapitalisation and the benefits obtained from undertaking this.