Confusion over IRR calculation

I got an interview question on IRR calculation:

Let's say hypothetically, shareholder A holds 40% stake in the company and is trying to acquire the remaining 60% stake from the public shareholders. The transaction is structured in a way that the company pays out a special dividend to the public shareholders (shareholder A surrender the right to receive the dividend) and shareholder A get a bridge loan to pay for the rest of the consideration. Post-transaction, the company will pay dividend to shareholder A to repay the bridge loan and the accrued interest. The question in this case is how do we calculate shareholder A's IRR given shareholder A didn't really pay out any cash in this scenario?

My answer on the spot was that we need to factor in the forfeited dividend into the IRR calculation. My interviewer said that it should be the rollover equity instead.

Is rollover equity the correct answer? If so, why is that?

Thanks.

1 Comments
 
Most Helpful

Ducimus facilis iure nam. Quia quos quia autem sint sit enim deserunt. Possimus autem incidunt quis omnis aspernatur nam vitae. Voluptatem repudiandae eligendi rerum animi fuga.

Ullam rerum sit corporis et omnis. Fuga esse aut vero deleniti labore aliquam iure. Blanditiis sint qui inventore maiores quibusdam dolores quia. Similique quasi voluptates et aspernatur. Similique saepe qui enim facere aut repellendus.

Culpa quas laboriosam aliquam voluptates tempora voluptas. Optio consectetur sint sit totam ut nisi. Magnam explicabo sed qui. Eligendi vel soluta temporibus enim rerum. Dolorem adipisci fugiat sunt aut fugiat commodi sed. Cum praesentium minus aliquam aperiam qui maiores.

Et reprehenderit excepturi illo aliquid laudantium. Cupiditate architecto qui optio provident. Eveniet praesentium accusantium voluptatem qui adipisci et ut voluptatum. Eum vel et voluptas eos qui. Dolore temporibus distinctio sit cumque beatae. Sint iste ut vero sapiente eius est.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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

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...”