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Finance & Economics

Leveraged Buyout Modeling (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

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.

 
Access expires 180 days from purchase date

Applicable for

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.

Learning Objectives

By the end of the course, you should be able to:

  • define a leveraged buyout (LBO) and build a detailed 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

Content

This course teaches learners how to build a comprehensive leveraged buyout (LBO) model from scratch using Excel. Participants will explore modeling best practices, create multiple scenarios for assumptions, and model the income statement and cash flow statement, as well as a complex capital structure. The course also covers the calculation of internal rate of return (IRR) and cash-on-cash returns, credit metrics and covenants, error checks, and a dashboard with various charts and sensitivity analysis. By the end, learners will be equipped to construct a full LBO model and evaluate the merits of a transaction by examining equity returns.

Course Content Created: October 2021

Course Content Updated: December 2024

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$420
Members
$470
Non-Members
Eligible Hours
11
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Leveraged Buyout Modeling (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$420
Members
$470
Non-Members
Eligible Hours
11
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

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.

 
Access expires 180 days from purchase date

Applicable for

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.

Learning Objectives

By the end of the course, you should be able to:

  • define a leveraged buyout (LBO) and build a detailed 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

Content

This course teaches learners how to build a comprehensive leveraged buyout (LBO) model from scratch using Excel. Participants will explore modeling best practices, create multiple scenarios for assumptions, and model the income statement and cash flow statement, as well as a complex capital structure. The course also covers the calculation of internal rate of return (IRR) and cash-on-cash returns, credit metrics and covenants, error checks, and a dashboard with various charts and sensitivity analysis. By the end, learners will be equipped to construct a full LBO model and evaluate the merits of a transaction by examining equity returns.

Course Content Created: October 2021

Course Content Updated: December 2024

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.