Deal Execution – LBO Model: Consumer Services

Request Overview

• The client shared a location model, a budget model, and an investment growth model for a consumer services which had to be analyzed for anomalies
• Run an LBO transaction and calculate returns analysis separately for 2 rounds of fundraising (1^st closers and 2^nd closers)
• A quick turnaround was requested for this task as the client wanted to reach out to investors and close the 1^st round of fundraising by November. They also wanted to change location financials and opening store dates for 2^nd closers which essentially meant revamping the model

Final Deliverable and Value Add

• Built a comparative analysis for multiples cases running in the model which helped in comparing returns at different variables
• Created a Dollar-on-Dollar return analysis at different levels of Rev and EBITDA
• Updated and organized the IM for the investor presentation

Detailed returns analysis on actual and forward economics basis was used to get funding from the investors