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UPDATED SEP 29 · 6 PIECES

PRACTICE · LEVEL 2 · ABOUT 15 MIN

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Harbor Maintenance: the paper LBO

A maintenance company has entry EBITDA of 25 and is bought for 8× EBITDA on a cash-free, debt-free basis. New acquisition debt is 120. Sponsor equity also funds 4 of transaction fees. Hold for 5 years.

Exit EBITDA is 32 at 8×, and cumulative debt repayment is 10. Calculate sponsor returns.

Then change only the exit: EBITDA 28 at 7×, repayment unchanged. Finally: what is the most the sponsor could pay for a 20% IRR, holding the exit, debt, fees and timing fixed?

Assumptions
  • All values in $ millions.
  • The 10 of repayment is supplied after interest, taxes, capex and working capital. Don't subtract those again.
  • No excess cash, interim distributions, additional equity, management dilution or exit fees.
  • The downside changes the exit only. It is an isolated sensitivity, not a linked operating downside.
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