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Gorvexa Financial Analysis Training
Advanced 333 views 6 min

LBO Model Training

Financial analysis tools and software — hands-on instruction for real-world application.

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LBO Model Training
Price R7 200 Includes three model files, answer keys, and one personal model review session
Duration 6 min
Level Advanced
Views 333

LBO modeling sits at the technical end of finance work, and the gap between reading about it and being able to build one from scratch is significant.

Structure of the training

You work through three complete LBO models during the course, each with increasing complexity. The first uses a simplified capital structure to build intuition. The second introduces multiple debt tranches, PIK interest, and a proper debt schedule. The third is a full deal model based on a South African retail business case with real-world complications.

Returns mechanics and IRR drivers

A lot of the analytical value in LBO work comes from understanding which variables actually move IRR and equity multiple. Entry multiple, exit multiple, revenue growth, and leverage level each get stress-tested so you understand the model rather than just running it.

Management equity plans and option pool modeling are covered in the final section, which many training programs leave out entirely.

Simone du Preez, who transitioned from commercial banking to a PE associate role, said this course covered what she actually needed for her first deal process.

Program & Structure

  1. Part 1: LBO mechanics, acquisition accounting, and sources and uses
  2. Part 2: Debt schedules, cash sweeps, and covenant tracking
  3. Part 3: Returns analysis - IRR, MoM, and sensitivity grids
  4. Part 4: Management incentive plans and sweet equity structures
  5. Part 5: Full deal model build with case debrief

Ready to get started with Gorvexa?

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