Combination and refinance model

Hi everyone,


 

I’m currently working on a financial model for the combination of three companies, and I’d really appreciate your input to ensure the structure is conceptually sound. 
 

  • We have already conducted a valuation for the combination, reaching an agreed 50-50 equity split between us and the counterpart.
  • Net Debt Adj. (33m with 13m cash). 
    Ebitda Adj. 13m
  • We want to refinance the current debt with a unitranche (3.25/3.5x ebitda is possible)

  •  
  • Given the significant level of existing debt, we’re planning to refinance the entire amount using a single unitranche loan.

  •  

  •  
  • I’m looking to build the Sources & Uses structure that reflects this scenario correctly. Specifically, I’d like to understand:

  •  
  • How to properly structure the Sources & Uses, given the refinancing through one unitranche loan.
  • Best practices for presenting the breakdown, ensuring clarity on the equity split and debt coverage.
  • Any potential pitfalls or considerations I should keep in mind.

  •  

  •  
  • If anyone has experience with similar structures or can share insights on best practices, I’d greatly appreciate your guidance.


 


 


 


 

1 Comments
 

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