LBO modelling question

I'm doing an LBO for a company A. 

Background: A's last 10K was published in 2025/02. A acquired B in 2025/06. the most recent 10Q (2025/11) reflected the acquisition. company B had some operational disruptions due to the acquisition early this year. I am assuming the LBO deal is gonna close in 2025/12. what should I do with the LTM EBITDA?

1) use A's 10Q to get the pro forma I/S and add A and B's I/S in 2024 Q4
2) use A's 10Q to get the pro forma I/S and add A and B's I/S in 2024 Q4 and adjust for the operational disruption

3) use A's 10Q reported Q1-3 results ( which doesn't include B's revenue pre the acquisition date), plus management guidance in Q4 and use this as the base year

Could someone kindly explain what is the best approach, and why?

1 Comments
 

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