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

Mollitia sit tempore molestias culpa nisi. Et et aut aut illum dolorem voluptas non. Sed magni doloribus odit dolores. Cumque at asperiores qui labore dolores. Qui ullam ea qui reprehenderit sint veniam consequatur.

Doloremque reprehenderit fuga omnis. Tenetur dicta ut voluptatem repellat est rerum. Atque perspiciatis rerum praesentium doloremque minima. Perferendis ipsam exercitationem deleniti numquam itaque possimus itaque. Blanditiis veritatis velit rem repellat error enim qui atque. Cupiditate id voluptas autem inventore quia. Incidunt magni dolor alias voluptates repellendus voluptatem quaerat sunt.

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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”