Answers / Private Equity

Walk me through a complete paper LBO: purchase at 8x on EUR 50M EBITDA, 60% debt financing, EBITDA grows 8% annually for five years, exit at 8x, assume 40% of EBITDA converts to debt paydown each year.

A core Private Equity interview question — asked in analyst and associate interviews across IB, PE, and the Big 4.

THE SHORT ANSWER

Entry: enterprise value 8 × 50 = 400; debt 240, equity check 160. EBITDA path: 50 grows at 8% for five years to roughly 73.5 (50 × 1.08^5 ≈ 1.47). Debt paydown: 40% of EBITDA per year — averaging EBITDA around 61 over the period gives roughly 24.4 per year, so about 120 of cumulative paydown; debt falls from 240 to around 120. Exit: 8 × 73.5 ≈ 588 enterprise value, minus 120 debt leaves about 468 of equity. Multiple of money: 468 / 160 ≈ 2.9x over five years — using the doubling heuristic (2x in five years ≈ 15%), roughly 23-24% IRR. Then the bridge, unprompted: of the ~308 equity gain, EBITDA growth contributes ~188 at constant multiple, deleveraging ~120, multiple expansion zero — the deal works without multiple, which is what makes it underwriteable. Round numbers, stated assumptions, and the bridge: that's the complete answer.

WHAT INTERVIEWERS LISTEN FOR

  • entry: EV 400, debt 240, equity 160
  • EBITDA compounds to ~73.5; debt paydown ~120 cumulative
  • exit equity ~468 → ~2.9x MOIC, ~23% IRR
  • return bridge: growth ~188, deleveraging ~120, multiple zero
  • state assumptions and round consciously — no false precision

COMMON MISTAKES

  • asking for Excel
  • no return bridge after the IRR

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