LBO: Debt Free Cash Free Quick Q

Quick question.

In an LBO model in which you assume debt free and cash free case, how do you adjust existing debt and cash for the PF adjustment?

For example, your target has 300 of cash on BS and 5000 of debt on BS in 2017, you want to adjust by recording -300 and -5000 in the adjustment to get 0 and 0 for PF BS. But, the PF BS wouldn't be balanced. How do you solve this issue?

4 Comments
 

For PF you just assume these are 0.

Example Co has the following: - Cash: 50 - Total Assets: 250

  • Debt: 100
  • Total Liabilities 120

Assume you're buying Example Co Cash/Debt Free for $300. PF BS: - Cash: 0 - Assets (excl. Goodwill): 200 - Goodwill: 120 - Total Assets: 320

  • Debt: (Whatever LBO debt you slap on)
  • Other Liabilities: 20
  • Equity: Sponsor Investment

Goodwill is plug between purchase price (300) and net assets (180). Net assets is calculated excluding debt and cash, since cash-free, debt-free.

Make sense?

 

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