LBO Fundamentals

Specialisation: Private Equity

Course summary

Explore the principles of a Leveraged Buy-out (LBO) transaction. In this 60-minute course you’ll learn about the key characteristics of LBO’s, get an overview of the financing instruments used in structuring deals, get a grasp of the main drivers of the IRR and learn more about the sources and uses fund statement.

This course is perfect for first and second year analysts active in M&A and Private Equity, who are familiar with LBO’s but haven’t completed an LBO transaction yet.

Learning goals

By the end of this course you know enough to structure an LBO on headlines and you’ll have a firm basis to learn more about advanced LBO topics, like mezzanine financing, cum. prefs., cash sweeps, envy ratio’s, and so on.

Course structure

This course is structured in multiple short videos and ends with an exam. In addition to the videos and quizzes you can find readings, best practice templates and related videos about trending topics in the - course materials section - on the left (once you have entered the course). These materials are part of the curriculum and required for the exam.

To complete the course successfully and obtain a course certificate you are required to achieve a score of 75% on your exam, finish one of the challenges and assess one challenge of your peers. Note that you can retake exams.

Course masters

Matthies

Matthies Haentjens
Valuation professional

Matthies Haentjens is an experienced M&A and Valuation advisor with a passion for taking financial training for young professionals to the next level. Prior to starting Postinitial Matthies worked at KPMG Corporate Finance and private equity firm Axivate Capital Partners.