Question About Making a Buyout Pitch

New Yorker:

When 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 Yorker:

and 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)

Looking for some insight on what summary financials are most important to include in a 1 page executive summary for an LBO proposal. Thanks

u seems to working on the Silver Lake competition! good luck

More like analystforhire is working on the competition....