Agent skill · business finance · jeremylongshore
excel-lbo-modeler
Build leveraged buyout (LBO) models in Excel with debt schedules and
Why this skill is useful
Provides specific methodologies and templates for building LBO models that the AI wouldn't reliably generate on its own.
What it needs
Requires excel installed locally. About 1k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Excel LBO Modeler Overview Creates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions. Prerequisites Excel or compatible spreadsheet software Target company financial data Debt term sheet parameters Entry/exit multiple assumptions Instructions 1. Set up transaction structure (purchase price, debt/equity split) 2. Build debt schedules for each tranche (senior, mezzanine, etc.) 3. Create operating projections with debt service 4. Calculate cash flow available for debt paydown 5. Model exit scenarios and calculate IRR/MOIC Output Complete LBO model with sources & uses, debt schedules, and returns IRR and MOIC at various exit multiples and years Sensitivity tables for entry/exit multiple and leverage Error Handling Error Cause Solution ------- ------- ---------- Negative cash flow Debt service exceeds EBITDA Reduce leverage or restructure debt terms IRR #NUM! No valid solution Check exit value exceeds equity contribution Circular reference Cash sweep tied to interest Enable iterative calculation Examples Example: Mid-Market LBO Request: "Build an LBO model for a $100M EBITDA company at 8x entry" Result: 60% senior / 40% equity structure, 5-year model, IRR analysis at 7x-10x exits Example: Add-On Acquisition Request: "Model a bolt-on acquisition with synergies" Result: Integrated model with synergy phase-in and accretion analysis Resources Macabacus LBO Modeling WSO PE Interview Prep ${CLAUDESKILLDIR}/references/lbo-formulas.md for debt schedule templates
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/excel-lbo-modeler