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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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.

Yes, and we'd love to make that happen. COPEX  specialises in fully customised in-house training, adapting course content to align with your organisation's unique goals, culture, and industry demands. Get in touch with us directly and we'll craft the right solution for your team.

Yes, the choice is yours. The Fundamentals of LBO Analysis and Modelling Training Course  runs in a traditional classroom setting across various international locations, and it's also available as a live online programme for those who prefer to learn from wherever they are. Pick the format that fits your lifestyle and schedule best.

Not at all. The Fundamentals of LBO Analysis and Modelling Training Course doors are open to everyone, regardless of your background or how many years you've been in the industry. That said, having some familiarity with the subject area can help you get even more out of the experience.

Our team is available around the clock — 24 hours a day, 7 days a week — ready to answer any question you have. Whether you need help choosing the right course, completing your registration, or sorting out logistics, we're here for you.

Expect an engaging, hands-on journey — not a room full of slides and passive listening. COPEX’s delivery blends presentations with group discussions, real-world case studies, practical exercises, and collaborative workshops. The goal is simple: everything you learn, you can use immediately back at work.

You'll be in good hands. COPEX hosts its courses in premium 4-star and 5-star hotels, with professional, fully equipped training spaces designed for focus and comfort. Throughout each day, you'll enjoy refreshment breaks with coffee and snacks, plus a complimentary lunch following every session.

This Fundamentals of LBO Analysis and Modelling Training Course welcomes professionals from all walks of corporate life — whether you're a seasoned manager, an emerging team leader, a subject-matter specialist, or simply someone driven to grow in their field. If you're serious about advancing your career and deepening your expertise, this course was built with you in mind.

Absolutely. Every participant who successfully completes the Fundamentals of LBO Analysis and Modelling Training Course earns an COPEX Certificate of Completion — a recognised mark of professional achievement. Depending on the specific course, it may also qualify for Training credits, which will be clearly noted in the course details.

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