When do you guys actually do the LBO model?

I work at a firm that doesnt do LBO modeling. I have been here for about a year. I am trying to lateral, and people are asking about my modeling experience.

When do you guys actually DO the model? Does it accompany the CIM and financials? Do you model it for each specific potential strategic buyer? Do you do it just as a valuation technique for your own records?

HELP PLEASE ;) (Yes I know how to do an LBO model, I have taken a course and done one. I just want to know where it actually fits into the process)

Thank you.

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Obviously if you're actually doing a buyside LBO you'll build one. You typically also build one on a sell-side process, the classic answer is something about a floor price, but these days it's really just one of the many prices. Often it's not even the floor price, especially if the strategic buyer has a lot of overlapping assets. You might build one on a strategic buyside if the other bidders are PE firms, to estimate how much they would bid for it. Sometimes we even do something I like to call an LSO, where you take an asset, stuff it with debt, and then spin it off, essentially arbitraging the difference between CoE and CoD.

 

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