Name: Leveraged Buyout (LBO) Modeling
Availability: InStock
Rating: 4.98 (56 reviews)

Overview

Leveraged Buyout LBO Modeling Course Overview

A leveraged buyout model – or LBO – is one of the most common models built at investment banks and private equity firms. This advanced class covers modeling best practices, creating multiple scenarios for assumptions, modeling the income statement and cash flow statement, as well as a complex capital structure. Additionally, we cover the calculation of IRR and cash-on-cash returns, credit metrics and covenants, error checks, and a dashboard with multiple types of charts and sensitivity analysis.

Who Should Take this Leveraged Buyout LBO Modeling Course?

This LBO modeling course is most suitable for professionals working in investment banking and private equity, although it may also be useful for professionals in corporate development or other areas of finance.

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Leveraged Buyout (LBO) Modeling Learning Objectives

Define a leveraged buyout (LBO) and build a simple LBO model
Identify the characteristics of good candidates for LBO transactions
Examine a number of typical LBO exit strategies used by private equity firms
Outline the typical capital structure of an LBO transaction in terms of leverage and types of capital
Explain the characteristics of each piece of capital and its position and priority in the capital stack
Construct a full LBO model and evaluate the merits of the transaction by examining the equity returns

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

Leveraged Buyout (LBO) Modeling

Led by Jeff Schmidt

Level 5

4h 33min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 7

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What You'll Learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

Qualified assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Investment Banking & Private Equity Modeling Specialization

Skills You’ll Gain Accounting, Advanced Financial Modeling, Excel, Financial Statement Analysis, Forecasting, Valuation, and more.
Great For Investment Banking, Private Equity, Equity Research, and more

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What Our Members Say

Awesome LBO Model!

Awesome LBO model with very well explained definitions and use of it. Great exercises to build the model!

Delbert Adivnovak

Amazing learning experience

Very clear step by step training course on LBO models. Highly recommended!

FAUSTO SCIABICA

Excellent stuff!

Taught me from ground up all I needed to know about Leverage Buy Outs and modelling them as well!....Very glad I took this!..

Zahid Sameer

lbo modelling

great course a real inspiration

Marko Maschek

LBO review

I found the course very informative and equipping. I am confident and cannot wait to take back the newly acquired skills although I have worked with LBOs before.

Magangeni Ngobeni

Extremely Helpful

The LBO course is beneficial as it provides an in-depth understanding of debt maximisation in financing. A concept usually talked about but very sophisticated in everyday funding. It was an exciting learning experience.

Moses Kargbo

A complex module but interesting

Very intuitive though demanding detailed attention

Innocent Rukundo Musabyimana

Precise & Concise

Hightly recommended.

David Avalos

High quality presentation

venugopal rajamanuri

Great Course.!

One of the courses I most liked in the FMVA process.!

Tancredo Oliveira

LBO Modeling

Excellent Case of Study, finally, I have a clear view and understanding of the language of business, financial statements, capital structure and debt in depth with clear, and precise explanations. Very helpful material for better business decisions. Highly recommended. Mauro

Mauro de la Cueva

Feedback

The course was very good. In-depth material of how to model a LBO. Heavy duty Excel gymnastics.

Gordon Backman

LBO Modeling Course

Very practical and interesting course. Nothing extra. Relevant to my job. Thank you very much

Liubov Komarova

Highly Recommended

Highly recommended for anyone getting serious on LBO Modeling... The course materials are excellent

Hendra Rakhmawan

Review of the course "Leveraged Buyout LBO Modeling"

Very well conceptualized, well designed and delivered by the instructors. Very interesting and challenging and bit tough too. Overall enjoyed the course.

Abhay Kumar Sinha

Probably the most complex model in the FMVA course series

This course covers the construction of a very complex financial model, and is a must to complete if you want to get the most value from your investment in CFI education. It covers all the favourites from earlier courses (multiple cases, building a three-statement model, transaction adjustments and pro forma balance sheet, DCF valuation and sensitivity analysis) and layers on dynamic modeling of multiple loan tranches with different terms, required and discretionary repayments, and a revolver credit line to fill in any shortfalls. I highly recommend this course!

Dans Jurcāns

Great LBO Modeling Course

A great course to learn; lessons are practical.

Donald Retreage

Leveraged Buyout LBO Modeling

HOW TO PERFORM ANALYSIS ON Leveraged Buyout LBO.

SOLOMON AGYAPONG

Pragmatic

Very practical and intuitive.

Ian Nakaya

Great Analyst Course!

An excellent detailed and in-depth guide that is easy to understand and well-structured. Thanks!

Pete Robinson

Must do!

I believe I have learnt a lot from this course and this will definitely at value to my career. The CFI Team has made the curriculum really interesting. I am really happy that I got myself enrolled with CFI.

Pooja Rawat

Informative content for LBO modeling.

Highly recommended for those who are looking for a career in Private Equity Firms.

Mohamed Nabil Roshdy

Great course

Great course and real inspiration for those seeking knowledge.

Bruno Cesar Zani Secco

A great course - LBO modelling

Give a lot of insight into the PE investment process in addition to upskilling as far as use of modelling and related tools like excel, Macabacus etc.

Avi Lewis

Great insight into Financial modelling and valuation

I particularly enjoyed the Advanced excel and LBO modelling course

Ranjit Puri

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Leveraged Buyout (LBO) Modeling

Leveraged Buyout LBO Modeling Course Overview

Who Should Take this Leveraged Buyout LBO Modeling Course?

Recommended Prep Courses

Leveraged Buyout (LBO) Modeling Learning Objectives

What You'll Learn

LBO Overview

LBO Valuation

LBO Model Design

Sources & Uses

Financing Assumptions

Model Driver

Operational Schedules

Financial Statements

Capital Structure

Debt Schedule - Revolving Credit Line

Debt Schedule - Term Loans

Debt Schedule - Subordinated Debt

Equity Schedules

Output Schedules - Credit Metrics

Output Schedules - Equity Returns

Dashboards

Model Circularity & Model Checks

Model Review

[Optional] Library of Schedules