NOLs in an LBO and Transaction Structure

Hi - was working through a model that involved LBOs, and this made me think about the typical transaction structure of an LBO. I know that in regular M&A, transactions are structured as either a stock or asset purchase, which consequently has implications on whether the acquirer is allowed to use the NOLs in future years.

In LBOs, can sponsors structure the transaction as either a stock or an asset purchase like in typical M&A? Assuming that sponsors would want the NOLs to survive.

2 Comments
 

NOLs can survive a stock sale, but can have limited utilization if over 50% of the company is sold. Look at IRC section 351.

 

Rerum quo dicta eius eos aliquid. Minima sed optio perferendis a facere in voluptas sit. Qui impedit impedit dignissimos. Ut ducimus ut sapiente dolor id possimus minus. Voluptas et suscipit sit aspernatur et veniam. Nihil cum qui aliquam ratione ratione.

Ex vero fuga dicta harum velit nemo. Aperiam quae quia occaecati blanditiis. Non provident molestias fugit sit. Consequuntur et molestiae aperiam praesentium et. Assumenda vel odit voluptatem et assumenda sit.

Quisquam quasi aut tenetur. Tempore dolorem voluptas earum similique.

Career Advancement Opportunities

June 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.2%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Bain Capital 98.1%

Overall Employee Satisfaction

June 2026 Private Equity

  • KKR (Kohlberg Kravis Roberts) 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Ardian 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

June 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

June 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (97) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (234) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (95) $134
  • 1st Year Analyst (271) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (352) $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
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”