LBO, merger models, deal structuring, and transaction analysis
Leveraged buyout, debt schedules, and returns analysis
Complete leveraged buyout with debt schedules and returns
Quick back-of-envelope LBO for screening
Detailed debt tranches, covenants, and paydown
IRR, MOIC, and value creation bridge
Transaction sources and uses of funds
Maximum price a financial sponsor can pay
EBITDA growth, margin expansion, multiple expansion
Bolt-on acquisition returns and synergies
Multi-acquisition consolidation strategy
Leveraged dividend recap returns analysis
Management equity participation and MIP
LP co-investment and consortium deal structure
Merger accretion/dilution and pro forma analysis
Complete merger model with accretion/dilution
EPS and cash flow accretion/dilution
Combined company pro forma financial statements
Cost and revenue synergy quantification
Relative contribution to combined entity
Stock-for-stock exchange ratio calculation
Acquisition premium benchmarking and analysis
Cash vs stock consideration optimization
Accretion/dilution at various offer prices
Simplified merger for deal screening
Purchase price allocation, earnouts, and terms
Asset allocation and goodwill calculation
Contingent consideration and earnout valuation
Escrow release and holdback analysis
Working capital target and adjustment mechanism
Asset vs stock deal tax implications
Acquisition financing structure and sources
Sell-side financing package analysis
Stock deal collar and pricing mechanism
Quality of earnings, synergies, and integration
EBITDA adjustments and normalized earnings
Pro forma EBITDA with add-backs and adjustments
Bottom-up synergy validation and risk assessment
Market, customer, and competitive analysis
Operations, supply chain, and efficiency review
Day 1 readiness and 100-day integration plan
Standalone cost and separation analysis
Customer risk and revenue concentration analysis
Maintenance vs growth CapEx separation
Exit multiples, timeline, and return scenarios
Exit timing, multiples, and return scenarios
Public market readiness checklist and timeline
M&A sale process timeline and milestones
Sponsor-to-sponsor transaction returns
Comparing strategic and financial buyer outcomes
Partial sale and continuation scenarios
Proceeds distribution by investor class
Entry to exit value creation attribution
Optimal exit timing based on returns