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Docs/Capabilities/Private Equity & M&A Models

Transaction & Returns Analysis

Private Equity & M&A Models

Deal-ready models for leveraged buyouts, merger analysis, and transaction structuring. Built to the standards expected by PE firms, investment committees, and M&A advisors evaluating billions in potential transactions.

Problems Solved

Determining maximum acquisition price that meets return hurdles
Structuring debt packages that optimize returns while managing risk
Analyzing merger synergies and accretion/dilution impact
Modeling multiple exit scenarios for PE investments
Evaluating management incentive structures and promote waterfalls
Stress-testing deal economics under various scenarios

Who It's For

Private Equity Associates & VPs
Investment Committee Members
M&A Investment Bankers
Corporate Development Teams
Deal Advisory Professionals
Lenders & Credit Analysts

Models in This Category

Standard LBO Model

Advanced

Complete leveraged buyout analysis with debt paydown and returns

Best for: PE deal evaluation and debt capacity analysis

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Quick LBO Model

Intermediate

Rapid returns analysis for initial deal screening

Best for: Fast screening of potential acquisition targets

Full LBO Model

Expert

Comprehensive model with detailed debt schedules and covenants

Best for: Final investment committee presentations

Merger Model

Advanced

Accretion/dilution analysis with synergy modeling

Best for: Strategic M&A evaluation and pricing

Accretion/Dilution Analysis

Intermediate

EPS impact analysis of potential acquisitions

Best for: Board presentations and deal communication

Synergy Model

Intermediate

Revenue and cost synergy quantification

Best for: Merger integration planning and value justification

Distribution Waterfall

Advanced

GP/LP promote and carried interest calculations

Best for: Fund economics and incentive alignment

Add-On Acquisition Model

Advanced

Platform plus bolt-on acquisition analysis

Best for: Buy-and-build PE strategy evaluation

When to Use Which Model

ModelSituationKey Benefit
Standard LBOEvaluating a control buyout opportunityFull returns analysis with debt paydown mechanics
Quick LBOScreening many potential targets quicklyFast go/no-go decision on further diligence
Merger ModelAnalyzing a strategic acquisitionFull accretion/dilution with synergy impact
Distribution WaterfallModeling fund economics or co-invest termsPrecise GP/LP split calculations
Add-On ModelPlatform company doing a bolt-onCombined entity analysis with purchase accounting

Key Benefits

IRR/MOIC calculations with multiple exit scenarios
Complex debt schedule modeling with covenants
Synergy analysis with phase-in timing
Promote/waterfall calculations for GP/LP structures
Quick sensitivity on key deal parameters
Bankable outputs for debt marketing

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