Calculating Ownership Structure Post-Merger

Does this look right? Will give SB's for helpful answers.

Sources: Buyer Equity: $20.0 million Rollover Equity: $5.0 Incentive Fee (paid by buyer): $2.0 Target Note (paid by target company to previous owners upon hitting benchmarks): $1.0 Total: $28.0 million

Uses of Funds: Proceeds to Target: 19.1 million Rollover Equity: $5.0 Incentive Fee: $2.0 Target Note: $1.0 Fees: $0.9 Total: $28.0 million

Buyer Investment: 20.0+2.0-0.9=$21.1 million EV: 20.0+5.0+2.0+1.0-0.9= $27.1 million Equity: 27.1-1.0= $26.1 million

Buyer Equity %: 21.1/26.1=80.8% Rollover Equity %: 5.0/26.1=19.2%

0 Comments

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”