recap and sale of minority for owner distribution

Is there any way I can email you an Excel one pager with Sources&Uses, equity value calc and cap table to review how the company owners can accomplish its objectives of: - refi and keep total debt at max 3 turns - get a certain $ amount of distribution at close - at most allow the PE investor to own 49% - keep a certain amount of excess availability at close from the A/R credit revolver

6,077 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“ulian gave me a clear, realistic plan for breaking into IB from a non-target school. He broke my prep into 50% technicals, 40% behaviorals and 10% networking, and explained why I should be interview-ready before doing heavy coffee chats instead of networking first. That changed how I'm spending my time. He pointed me to the WSO courses and the 400-question guide with short daily drills, and I've already started working through them. He also helped me see my coaching business as a real differentiator instead of something unrelated to finance, and told me to build 7 strong "why hire me" stories, which led me to book a 7 Stories session with him. His advice on my sophomore summer was practical: any finance-adjacent role with transaction exposure is a win. He was encouraging and easy to talk to, and he explained the recruiting timeline clearly. The one thing that would make it even better is a short written checklist of next steps at the end of the session, so I can track progress before our next meeting.”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Other

“John was amazing, he was great at explaining things and had a very positive vibe. He had talked about his life at evermore and how he had switched from Evercore to Carlyle. He then told me how to network more effectively and how to be a better candidate as a whole. He had said that when you are having a coffee chat not to talk as much about their day to day because that is all they are talking about usually. He said to try and connect about their interests and their hobbies because that is something that they would like to talk about.”

See All 11,270 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

8y

Qui et voluptas eum adipisci enim earum. Voluptatibus fugit consequatur magni doloremque aut aut corrupti. Alias sapiente aut est nobis ex quidem odit. Rerum deleniti dicta voluptatum eos ipsa.

Reply

Quote

Report

Other

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Trending Content - Investment Banking Forum

+154	Why do JEF bankers always think they’re EB?	53	1d
+72	"Corporate & Investment Banking" Analyst - Why?	41	1h
+68	Is my MD a grifter? 16 years, 8 firms	28	2d
+49	MS / GS IBD ACs London interview processes run by nationality?	44	19h
+46	Moat of modelling in PE/Finance completely vanished;	17	14h
+45	Think I'm fucking up my analyst years	15	9h
+42	Bloomberg - New UBS Investment Bankers See Smaller Pay Gain on Promotion	10	6h
+41	Article: UBS Wall Street Rebuild Is a Study in Management Failure	7	6d
+34	Want to join investment banking; is it too late/is my background unacceptable?	29	13h
+27	Big 4 M&A vs. Lincoln Portfolio Valuations	6	1d

Career Resources

1	redever	99.2
2	kanon	99.0
3	Secyh62	99.0
4	BankonBanking	99.0
5	DrApeman	98.9
6	GameTheory	98.9
7	CompBanker	98.9
8	Betsy Massar	98.9
9	dosk17	98.9
10	bolo up	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

recap and sale of minority for owner distribution

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

recap and sale of minority for owner distribution

See All Comments - 100% Free

Trending Content - Investment Banking Forum