LBO Debt Cost / Benchmark Rates

Afternoon all,

What rates are people using these days for LBO debt cost? Assume 500-600bps spread above benchmark.

Are people pulling the (3mth?) forward curves for SOFR/EURIBOR/SONIA which would give you an all in (pre-tax) Kd of say 10% in 2023 falling to 8% in 2025, i.e. a different cost of debt in each LBO forecast period? Or are people pulling the 5yr swap rate (currently 3.6% for SOFR so 8-9% cost all in) and holding that constant through the LBO? As I understand it sponsors haven't historically hedged the acquisition debt although appreciate that may change now...

Appreciate any insights from LevFin bankers and whether any difference between US/EU/UK

Thanks!

3 Comments
 

It’s literally the same as before…use the 3 month forward curve.

From a hedging perspective - depends on who is involved in the arranger group, etc. If the arranger group includes banks with a cash management/TPS group then the Company may have hedging in place. On the other hand, if this was a club deal with several direct lenders then there is most likely no hedge in place.

 

Dolor adipisci est enim et architecto aliquid dolore. Et sed ipsa reprehenderit et sit totam enim omnis. Aut rem totam non aut sapiente. Nam cumque optio quo neque occaecati. Ipsam et dignissimos qui quos. Et magni quaerat aut qui nemo et saepe. Magni et ea labore doloribus enim.

Doloremque odit non quas dignissimos sint. Tempore ipsa porro quae aliquam illo quos.

Accusamus sunt quos aliquam totam hic magni. Molestiae culpa veniam dignissimos non aspernatur iusto. Laboriosam magni ut nobis cumque provident soluta. Reprehenderit est alias et sint quia est corrupti. Eius laudantium nihil tenetur et aut aut ut aut. Temporibus molestiae doloribus et recusandae.

Quia veniam suscipit dicta sit in. Quo expedita placeat quia architecto numquam. Officiis minus odit molestiae amet odit labore qui. Nihil non et ipsam omnis molestias exercitationem placeat eum. Dolore eos et in velit.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.8%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
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
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
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...”