Excel LBO Modeler

excel-lbo-modeler

Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like 'excel lbo', 'build lbo model', 'calculate pe returns'.

majiayu000/claude-skill-registry·0installs663starsFinance & Trading

SKILL.md

Full skill instructions

Excel LBO Modeler

Overview

Creates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions.

Prerequisites

Excel or compatible spreadsheet software
Target company financial data
Debt term sheet parameters
Entry/exit multiple assumptions

Instructions

Set up transaction structure (purchase price, debt/equity split)
Build debt schedules for each tranche (senior, mezzanine, etc.)
Create operating projections with debt service
Calculate cash flow available for debt paydown
Model exit scenarios and calculate IRR/MOIC

Output

Complete LBO model with sources & uses, debt schedules, and returns
IRR and MOIC at various exit multiples and years
Sensitivity tables for entry/exit multiple and leverage

Error Handling

Error	Cause	Solution
Negative cash flow	Debt service exceeds EBITDA	Reduce leverage or restructure debt terms
IRR #NUM!	No valid solution	Check exit value exceeds equity contribution
Circular reference	Cash sweep tied to interest	Enable iterative calculation

Examples

Example: Mid-Market LBO Request: "Build an LBO model for a $100M EBITDA company at 8x entry" Result: 60% senior / 40% equity structure, 5-year model, IRR analysis at 7x-10x exits

Example: Add-On Acquisition Request: "Model a bolt-on acquisition with synergies" Result: Integrated model with synergy phase-in and accretion analysis

Resources

Macabacus LBO Modeling
WSO PE Interview Prep
{baseDir}/references/lbo-formulas.md for debt schedule templates

Install skill

Copy and run in your terminal

npx -y skills add https://github.com/majiayu000/claude-skill-registry --skill excel-lbo-modeler

View on GitHub

skills/data/excel-lbo-modeler/SKILL.md

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