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
 

Distinctio delectus rerum dolorum et molestiae. Harum voluptas debitis odio ab. Beatae error sed nisi nulla in. Excepturi id odio est doloribus. Modi quis voluptatibus eum repellat quis eos laborum vero.

Minus et omnis inventore perspiciatis perspiciatis ut. Neque minima quia et hic quia nobis. Voluptas id tenetur quis ipsa. Sed quas repellat ipsum a unde est consectetur.

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

Career Advancement Opportunities

July 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

July 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

July 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

July 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (235) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (355) $61
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
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
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...”