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excel-lbo-modeler

Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like 'excel lbo', 'build lbo mode

by jeremylongshore(0) 0 installs
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About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/excel-lbo-modeler/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill excel-lbo-modeler. Copyright stays with the author (MIT).

Excel LBO Modeler

Overview

Creates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions.

Prerequisites

  • Excel or compatible spreadsheet software
  • Target company financial data
  • Debt term sheet parameters
  • Entry/exit multiple assumptions

Instructions

  1. Set up transaction structure (purchase price, debt/equity split)
  2. Build debt schedules for each tranche (senior, mezzanine, etc.)
  3. Create operating projections with debt service
  4. Calculate cash flow available for debt paydown
  5. Model exit scenarios and calculate IRR/MOIC

Output

  • Complete LBO model with sources & uses, debt schedules, and returns
  • IRR and MOIC at various exit multiples and years
  • Sensitivity tables for entry/exit multiple and leverage

Error Handling

Error Cause Solution
Negative cash flow Debt service exceeds EBITDA Reduce leverage or restructure debt terms
IRR #NUM! No valid solution Check exit value exceeds equity contribution
Circular reference Cash sweep tied to interest Enable iterative calculation

Examples

Example: Mid-Market LBO Request: "Build an LBO model for a $100M EBITDA company at 8x entry" Result: 60% senior / 40% equity structure, 5-year model, IRR analysis at 7x-10x exits

Example: Add-On Acquisition Request: "Model a bolt-on acquisition with synergies" Result: Integrated model with synergy phase-in and accretion analysis

Resources

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml
targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-excel-lbo-modeler/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-excel-lbo-modeler.ocm.jsonjson
{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-excel-lbo-modeler",
  "kind": "skill",
  "name": "excel-lbo-modeler",
  "description": "Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like 'excel lbo', 'build lbo model', 'calculate pe returns'.",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "math"
    ],
    "tags": [
      "skill-md",
      "business",
      "excel-lbo",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like 'excel lbo', 'build lbo model', 'calculate pe returns'."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/excel-lbo-modeler/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/excel-lbo-modeler/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/excel-lbo-modeler/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit,",
      "Grep,",
      "Glob,",
      "Bash(cmd:*)"
    ],
    "license": "MIT"
  },
  "instructions": "# Excel LBO Modeler\n\n## Overview\n\nCreates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions.\n\n## Prerequisites\n\n- Excel or compatible spreadsheet software\n- Target company financial data\n- Debt term sheet parameters\n- Entry/exit multiple assumptions\n\n## Instructions\n\n1. Set up transaction structure (purchase price, debt/equity split)\n2. Build debt schedules for each tranche (senior, mezzanine, etc.)\n3. Create operating projections with debt service\n4. Calculate cash flow available for debt paydown\n5. Model exit s",
  "cost": {
    "context_tokens": 430
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-excel-lbo-modeler/manifest?version=1.0.0

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