Free LBO Model Template for Excel
Professional Leveraged Buyout Excel Template - Save 40+ hours
Ready-to-use with no coding required. Trusted by leading PE investors, investment bankers, and finance professionals.
Built for private equity professionals modeling leveraged buyouts
Models entry and exit valuations using an EBITDA multiple
Projects revenue, EBITDA, and cash flows
Clear sources & uses of funds
Includes a debt schedule for modeling interest expense
Instant download - works with basic Excel knowledge
Save time by running multiple scenarios and sensitivity analyses for LBO deal modeling.
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FAQs
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This model is specifically built for leveraged buyout (LBO) and acquisition analysis of private companies. It's ideal for private equity firms, family offices, corporate development teams, and investment bankers evaluating buyout opportunities.
The model calculates investor returns (cash-on-cash multiples and IRR) based on entry and exit valuations using EBITDA multiples.
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The LBO model includes comprehensive debt modeling capabilities including:
Sources & uses breakdown showing equity vs. debt financing at entry
Debt paydown schedule tracking principal reduction over the holding period
Interest expense calculations at a customizable interest rate
Cash sweep functionality that applies excess free cash flow to debt repayment
Credit metrics monitoring including Debt/EBITDA and Interest Coverage ratios
You can adjust the initial debt amount, interest rate, and debt paydown assumptions to model different capital structures and their impact on equity returns.
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The model outputs key performance metrics for evaluating investment opportunities:
Investor Return Metrics:
Cash-on-Cash Multiple (MoIC): Shows total cash returned divided by initial equity investment
Internal Rate of Return (IRR): Annualized return percentage on equity investment
Credit & Financial Health:
Debt/EBITDA ratio: Measures leverage levels
EBITDA/Interest expense coverage: Assesses debt service capacity
Levered Free Cash Flow: Available cash after debt service and capex
The LBO model projects these metrics over a 5-year period to help assess deal viability and risk.
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You do not need advanced Excel or financial modeling skills to use the LBO Model. We will provide an instantly downloadable Excel file with detailed instructions.
With basic knowledge of Excel you will be able to incorporate your assumptions into the LBO model to run scenarios and calculate returns.
If you would like more support, please contact us. We’re glad to offer implementation services to complement your efforts.
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Yes! Please contact us to discuss a customized solution to meet your goals. We have deep LBO modeling and valuation experience.
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Yes! We offer a range of free and premium digital solutions on our website. Visit our digital solutions page for inspiration.
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In a 1-hour consultation, we will help:
Tailor the model for your business
Validate your assumptions
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Explore your short- and long-term value creation drivers
Whether you need help getting the most out of one of our existing financial model templates, want to explore custom modeling needs, or have questions about how to adopt a more robust budgeting or value creation process, our team is ready to support you.
About Keene Advisors
Our Experience
With over 200 strategy and investment banking engagements for clients ranging from Fortune 50 companies, to private equity firms, hedge funds and family offices across North America, Europe and the Middle East, Keene has advised on over $45 billion of M&A, capital raising and restructuring transactions spanning more than 20 years.
Strategic and Financial Advice, Global Impact
Keene Advisors is a full-service investment banking and strategy consulting advisory firm. Our team has advised on over $45 billion in mergers & acquisitions, capital raising, leveraged buyout, and restructuring transactions.
We were founded in 2015 to provide world-class investment banking and strategic advice to founders, CEOs, CFOs, Boards of Directors, family businesses, private equity firms and other institutional investors.
Travis Borden, Founder & President