Question About Making a Buyout Pitch

When making a buyout pitch, what summary financials are important to include in the executive summary and also what is important to consider when proposing the capital structure?

6 Comments
 
New YorkerWhen making a buyout pitch, what summary financials are important to include in the executive summary

Last 3 years financial data, 5-year projections, assumptions for working capital, depreciation, SG&A, etc., pro forma projections with new cap structure, returns analysis

New Yorkerand also what is important to consider when proposing the capital structure?

Comparable companies' cap structures, market appetite, returns required to equity

This is basic.

 

Thanks. Would you include all of this even if the executive summary has to be only 1 page?

These are our guidelines:

Brief overview of target company and industry (1/4 of page) Detailed section on investment thesis, value creation, and key factors for success (1/2 page) Proposed Capital Structure and summary financials (1/4 of page)

 

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