Fundamentals of LBO Analysis and Modelling

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Course Introduction

The Fundamentals of LBO Analysis and Modelling training course is designed for professionals seeking a comprehensive understanding of Leveraged Buyouts (LBOs). This training delves into the core concepts of LBOs, including deal structuring, financing strategies, and target company valuation.

By the end of this program, participants will confidently model LBO transactions in Excel, evaluate potential risks, and understand the factors that influence deal structures and financing mechanisms.

Key Highlights

  • The foundational principles and structures of Leveraged Buyouts
  • Practical techniques for building LBO financial models in Excel
  • Debt and equity structuring within LBO transactions
  • Essential valuation methods tailored for LBO deals
  • Risk assessment and sensitivity analysis for decision-making

Objectives

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

  • Understand the structure of an LBO deal and financing methods
  • Develop an LBO financial model in Excel
  • Apply valuation techniques specific to LBO transactions
  • Explain the impact of debt and equity in LBO deals
  • Analyze risks and sensitivities in LBO scenarios

Training Methodology

By completing this Fundamentals of LBO Analysis and Modelling training course, participants will be equipped to:

  • Comprehend the structure and financing of LBO transactions
  • Build detailed LBO financial models in Excel
  • Apply valuation methodologies specific to LBO scenarios
  • Explain the interplay of debt and equity in LBO deals
  • Assess risks and conduct sensitivity analyses to evaluate deal feasibility

Who Should Attend?

This COPEX training combines hands-on practice with in-depth theoretical instruction. Participants will develop LBO models in Excel under the guidance of expert trainers. Real-world case studies will be incorporated to illustrate key concepts, challenges, and practical applications, ensuring a well-rounded learning experience.

Course Outline

Day 1: Introduction to LBOs (Leveraged Buyouts)

  • Key concepts
  • Structure of LBOs
  • How LBOs are financed: debt vs. equity
  • Identifying potential LBO targets
  • Key players and their roles in an LBO transaction

Day 2: Building an LBO Model (Part 1)

  • Setting up assumptions in an LBO model
  • Setting up inputs in an LBO model
  • Forecasting operating performance (revenues, EBITDA, capital expenditures)
  • Constructing the debt schedule and understanding leverage ratios
  • Analyzing debt repayment schedules

Day 3: Building an LBO Model (Part 2)

  • Estimating exit strategies
  • Multiples vs. IRR calculations
  • Creating and analyzing financial returns (IRR, cash-on-cash return)
  • Creating a detailed sources and uses of funds table
  • Sensitivity analysis and scenario modeling for exit strategies

Day 4: LBO Valuation and Risk Management

  • Valuation techniques for LBO targets
  • Evaluating the risks of an LBO transaction
  • Conducting sensitivity analysis for various market conditions
  • Best practices for LBO model accuracy

Day 5: Final Project and LBO Model Presentation

  • Building an end-to-end LBO model
  • Analyzing returns under various scenarios
  • Scenario and Sensitivity Analysis
  • Presenting the model and findings to stakeholders
  • Review and feedback

Certificate

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

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