Insights

LBO Case Study & Financial Modeling Test

  • Peter Lynch

The LBO case study and financial modeling test are now live as part of the LBO Video Series. Please see the link that follows for the updated files: LBO Case Study: BabyBurgers LLC. The introductory video is also available below.

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Evaluating Multiple Capital Structures in a LBO Model

  • Peter Lynch

Evaluating the appropriate capital structure for a particular acquisition is critical. In this post we will explore how to build a schedule to facilitate this process, and then demonstrate how to link this schedule to a LBO model.

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Arrays in Excel Without Ctrl+Shift+Enter

  • Peter Lynch

I have always tried to use arrays in Excel without creating what is referred to as an “Array Formula.” An array formula is easily identified by the fact that you have to press Ctrl+Shift+Enter to create one, which is why they are sometimes referred to as CSE formulas. It has been my opinion that you can accomplish everything an array formula is capable of by nesting functions that create arrays in other functions.* The formulas this creates are more flexible, which makes building large models a little simpler.

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Learn to Build a Private Equity Waterfall with 5 Videos

  • Peter Lynch

A series of videos explaining the most common distribution waterfall used in private equity is available below. (For a written explanation please click here.)

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LBO Case Study Feedback

  • Peter Lynch

We are in the process of developing a LBO case study for the Leveraged Buyout Model video series as a test for the content in that series. This is currently a work in process, but you can download the write up and the Excel file at the bottom of this post.

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