Leverage Finance & LBO Structuring
Course Summary
3 Days | High Impact
Designed for early-career professionals looking to deepen their understanding of private equity transactions, this course provides a comprehensive overview of the leveraged buyout (LBO) lifecycle. Participants explore the roles of key stakeholders, deal structuring, debt financing instruments, and due diligence processes—building a clear view of how LBOs are sourced, assessed, and executed.
Emphasis is placed on practical transaction mechanics, including financing strategies, legal frameworks, and exit planning. While core modelling concepts are introduced, the course prioritizes real-world application through case studies and interactive sessions, equipping participants with the strategic and analytical skills needed to navigate complex LBO deals.
Learning Objectives
- Define an LBO and explain the distinct types of LBOs.
- Identify the key players in an LBO.
- Evaluate different LBO financing options.
- Analyze an LBO model from credit and return perspective.
- Execute an LBO transaction.
Who Should Attend
This course is designed for:
- Finance analysts
- Graduates preparing for IB interviews
- Investment bankers
- Private equity professionals
- Corporate finance professionals
Learning Topics
- Overview & Structures: Types of LBOs – P2P, MBO, recap, secondary
- Motivation & Benefits: Value creation, strategic control, tax efficiency
- Risks in LBOs: Leverage risks, operational challenges, market sensitivity
- Key Players in LBOs: Sponsors, banks, hedge funds, institutional investors
- Deal Process & Target Evaluation: Screening, industry fit, financial due diligence
- LBO Financing & Capital Structure: Term loans, sub-debt, mezzanine, sponsor equity
- LBO Models: IRR, MOIC, debt schedules, valuation
- Exit Strategies: Sale, IPO, secondary buyout, dividend recap