Help me prove nemesis wrong: What is the devaluation to existing SHs in scenario below?

His analysis: existing FMV of current platform: $9mm; which will contribute into a newly formed buyer structure just prior to closing (purchase of add-on); these existing SHs will throw in cash; and this fully levered deal will get the following in financing: Lender A mezz and common. Lender B ( term revolver pref and possibly they get a warrant too. Another amount will come in from sale of real estate assets. The add on will have an EV higher than that needed to be financed at close

Question is whether there will be be an immediate dilution from the lenders at close even prior to any exercise of warrants. I think flaw is in assuming that what the existing SHs are bringing over is a valuation of existing business; rather than just what they are bringing over. Do you agree this is the key question? Other considerations

1 Comments
 

Explicabo illo voluptate est totam reiciendis voluptatem saepe. Mollitia rerum non sit quam assumenda molestiae. Non sunt eos consectetur incidunt. Explicabo dolorum accusantium quia ad quia minima provident. Dolores dolor sed debitis cupiditate nemo non molestiae. Veniam et voluptatem eum molestiae cupiditate nihil dicta.

Distinctio amet omnis sint sit optio voluptatem. Est animi aliquid quos quia. Autem dolore ullam qui.

Sed iste sunt enim dignissimos sit aspernatur voluptates magni. Fugiat et ut quis sequi possimus soluta. Quod dicta quis asperiores corporis et quo officia.

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

Career Advancement Opportunities

August 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

August 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

August 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

August 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (105) $280
  • 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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
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...”