A Highly Interactive Training Course On

Fundamentals of LBO Analysis and Modelling

Step by Step Guide to LBO

Classroom Sessions
14-18 Apr 2025
London
$5,950
07-11 Jul 2025
Dubai
$5,950
15-19 Sep 2025
London
$5,950
22-26 Dec 2025
Dubai
$5,950

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  

Training 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 One: 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 Two: 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 Three: 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 Four: 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 Five: 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

Certificates

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

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

What is COPEX?

COPEX stands for “Competency Enhancement Programs” These courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.

What are the benefits of attending COPEX training courses?

Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

What makes COPEX training courses unique?

Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.

What is the cost of COPEX training courses?

The cost of COPEX training courses varies depending on the course duration, content, and delivery method.

How can I register?

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

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.

What is included in the training fee?

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.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

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.

Where do you usually hold your training courses?

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.

Do you provide hotel booking assistance to your delegates?

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

In case of failure to attend, what is your cancellation policy?

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.

What will I receive after the training course?

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

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