Leveraged Buyout Financial Modeling

About this course

Learn how to analyze leveraged buyout transactions, build integrated LBO financial models, and evaluate investment returns using practical private equity and investment banking techniques. This course provides hands-on skills in transaction structuring, debt modeling, financial forecasting, IRR analysis, and investment evaluation. The course begins with the foundations of leveraged buyouts, helping learners understand LBO concepts, financial structuring, transaction assumptions, and the role of leverage in private equity acquisitions. Learners will explore consolidated financial statements and key deal pricing drivers used in real-world transactions. As the course progresses, learners structure a complete LBO transaction by building sources and uses schedules, opening balance sheets, and integrated forecast financial statements. The course also covers debt structures, repayment schedules, and leverage mechanics that influence acquisition performance. Advanced modules focus on cash flow allocation, investment return analysis, IRR calculations, and sensitivity testing. Learners will evaluate how leverage, assumptions, and exit strategies impact investor returns and acquisition outcomes. What makes this course unique is its case-based, end-to-end modeling approach that mirrors actual private equity workflows. Instead of learning isolated concepts, learners build a complete LBO model from scratch using practical industry techniques. By the end of the course, learners will be able to confidently analyze acquisition opportunities, evaluate leveraged transactions, and support investment decision-making in private equity, investment banking, and corporate finance roles.

Course objectives

• provide practical skills in transaction structuring
• understand the role of leverage in private equity
• enable confident analysis of acquisition opportunities