What sheets are included in the generated LBO model?

The skill generates a complete workbook with six sheets: Transaction Summary, Sources & Uses, Operating Model (5-year), Debt Schedule, Returns Analysis, and Debt Covenants.

Can I customize the capital structure and debt tranches?

Yes, the modeler supports various tranches including Revolvers, Term Loan A, Term Loan B, and Subordinated Debt with customizable interest rates and EBITDA multiples.

Does it calculate sensitivity analysis automatically?

Yes, it builds three primary sensitivity tables: IRR by Exit Multiple vs Hold Period, MoM by Exit vs Entry Multiple, and Value Creation by Growth vs Margin.

Is the model output formatted for professional use?

Absolutely. The model follows standard investment banking and private equity formatting, including clear section headers, color-coded inputs, and audit-ready formulas.

Excel LBO Modeler

Name: Excel LBO Modeler
Author: jeremylongshore

byjeremylongshore

•

884

Productivity & Workflow

Generates comprehensive 6-sheet leveraged buyout (LBO) models in Excel for professional private equity and investment analysis.

About

The Excel LBO Modeler is a specialized tool for financial analysts and private equity professionals that automates the construction of complex leveraged buyout models. It structures multi-sheet Excel workbooks featuring detailed sources and uses, five-year operating projections, debt schedules with cash flow waterfalls, and robust IRR/MoM return calculations. This skill ensures industry-standard practices are followed, including sensitivity analysis and debt covenant tracking, making it ideal for deal screening and initial investment committee preparations.

Key Features

Automated 6-sheet Excel LBO model generation following PE industry standards.
884 GitHub stars
Dynamic debt scheduling with mandatory amortization and excess cash flow waterfalls.
Comprehensive returns analysis including IRR, Money-on-Money (MoM), and exit equity value.
Integrated sensitivity tables for exit multiples, hold periods, and EBITDA growth.
Real-time debt covenant monitoring for leverage and coverage ratios.

Use Cases

Conducting rapid deal screening and financial feasibility analysis for potential acquisitions.
Structuring complex multi-tranche financing packages for leveraged buyout transactions.
Performing sensitivity analysis to evaluate investment returns across various exit scenarios.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add jeremylongshore/claude-code-plugins-plus-skills excel-lbo-modeler

For use in Claude.ai and ChatGPT

Download Skill

GitHub