Purchase price allocation - what am I doing wrong?

Hi,

I am trying to create a simplified example but it doesn't balance for some reason. Can anybody please tell me why?

LBO purchase

Sources & uses

TEV 100

Existing Debt 20

Equity value 80

Leverage 30

Sponsor Equity 50

Original target balance sheet:

Asset: no goodwill. Just current asset of 40

Equity of 20 and existing debt of 20.

PF balance sheet:

Goodwill of 60 + existing asset of 40 = 100 PF

L&E

Liabilities = new debt of 30

Equity = wipe off old equity of 20 and add new sponsor equity of 50

Then i get $80 for L&E?

Can somebody please help...

4 Comments
 

Debt gets prepaid in case of acquisition.

Uses: Repayment of existing debt (20), Acquisition (80) | Sources: Leverage (30), Sponsor Equity (70)

PF BS: Goodwill (60) + Existing Assets (40) | Leverage (30) + Equity (70)

Array
 

Yep this is correct. B/S doesn’t balance because S&U doesn’t balance.

Either debt gets repaid in full or can get rolled if docs allow for it and creditor wishes to stay. Regardless has to be accounted for as a use in S&U and plugged accordingly as a source using equity or rolled debt.

 

Perferendis reprehenderit quo rem maiores similique. A nam inventore sit vitae sunt exercitationem. Officia et ut itaque possimus laudantium. Possimus totam temporibus quisquam nesciunt et. Suscipit qui facere voluptatum et.

Illo dolores voluptatem velit quod sunt. Velit quo sapiente blanditiis dolorem omnis aut omnis. Corporis sit aut vel ut delectus voluptatum omnis eos.

Culpa atque ut dolore suscipit neque commodi. Ducimus deserunt natus et unde minus veritatis optio. Consectetur nemo expedita sequi quia provident laboriosam.

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 (66) $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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
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...”