PEEasyFree
3 assets
Paper LBO
The 5-minute paper LBO every PE firm asks. Video walkthrough included — learn to nail this without touching Excel.
LBO Models & Case Studies
Real case studies and models built the way top PE and PC funds actually build them — with prompts, templates, answer keys, and best-practice guides.
2 free to download
13 locked — upgrade to unlock
Showing 15 of 15 models
PEEasyFree
4 assets
Easy LBO Model
The cleanest starting point. A straightforward 5-year LBO covering sources & uses, debt paydown, and exit multiple math.
PEIntermediate
4 assets
Intermediate LBO Model
The real-world LBO template. Full balance sheet build, acquisition accounting, and multi-tranche capital structure.
PEAdvanced
4 assets
Earnout Scenario LBO Model
Model a deal where management gets paid based on post-close performance. Learn to flex EBITDA triggers and equity dilution.
PEAdvanced
4 assets
Dividend Recap LBO Model
Model a mid-hold refi that pulls equity out via incremental debt. Returns get juiced, cash gets tighter.
PEAdvanced
4 assets
Complex Debt Structuring LBO Model
Senior + subordinated + mezz + PIK. Build a full debt waterfall and see how the cap stack reshapes IRR math.
PEIntermediate
4 assets
Cash Dividend Scenario
Route excess cash directly back to the sponsor during the hold. Model the IRR impact vs. pure exit-driven returns.
PEAdvanced
4 assets
Stock Options Scenario
Options pool, treasury method dilution, and management rollover. How equity gets carved up at entry and exit.
PEAdvanced
4 assets
Advanced LBO Model
The full MFPE case study template--multiple add-on scenarios modeled simultaneously.
PCEasy
4 assets
Easy LBO Model
Start here for private credit. A clean term loan return calc — principal, OID, fees, and the path to a 15% IRR.
PCIntermediate
4 assets
Intermediate LBO Model
The standard unitranche template. Spread pricing, OID math, call protection, and target yield walkthrough.
PCIntermediate
4 assets
Breakeven LBO Model
What EBITDA decline breaks the deal? Solve for the breakeven point where covenants trip and recovery flips negative.
PCAdvanced
4 assets
Downside LBO Model
Full downside case: liquidation waterfall, recovery analysis by tranche, and the yield-to-worst the underwriter actually cares about.
PCAdvanced
4 assets
Dividend Recap LBO Model
Evaluate a recap request as the incumbent lender. Leverage at close, pro forma leverage, and the 'do we fund it' call.
PCAdvanced
4 assets
Advanced LBO Model
The lender's view. Full covenant modeling, cash sweep mechanics, and downside stress testing from the PC seat.