excel-lbo-modeler
Creates structured Excel-based leveraged buyout models for financial planning and analysis.
Install
mkdir -p .claude/skills/excel-lbo-modeler && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/1225" && unzip -o skill.zip -d .claude/skills/excel-lbo-modeler && rm skill.zipInstalls to .claude/skills/excel-lbo-modeler
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Build leveraged buyout (LBO) models in Excel with debt schedules andKey capabilities
- →Set up transaction structure for LBOs
- →Build debt schedules for various tranches
- →Create operating projections with debt service
- →Calculate cash flow for debt paydown
- →Model exit scenarios and calculate IRR/MOIC
- →Generate sensitivity tables for entry/exit multiple and use
How it works
The skill guides the user through setting up an LBO transaction structure, building debt schedules, creating operating projections, and calculating cash flow to model exit scenarios and determine returns.
Inputs & outputs
When to use excel-lbo-modeler
- →Build LBO model
- →Calculate private equity returns
- →Structure debt schedules
- →Analyze exit scenarios
About this skill
Excel LBO Modeler
Overview
Creates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions.
Prerequisites
- Excel or compatible spreadsheet software
- Target company financial data
- Debt term sheet parameters
- Entry/exit multiple assumptions
Instructions
- Set up transaction structure (purchase price, debt/equity split)
- Build debt schedules for each tranche (senior, mezzanine, etc.)
- Create operating projections with debt service
- Calculate cash flow available for debt paydown
- Model exit scenarios and calculate IRR/MOIC
Output
- Complete LBO model with sources & uses, debt schedules, and returns
- IRR and MOIC at various exit multiples and years
- Sensitivity tables for entry/exit multiple and leverage
Error Handling
| Error | Cause | Solution |
|---|---|---|
| Negative cash flow | Debt service exceeds EBITDA | Reduce leverage or restructure debt terms |
| IRR #NUM! | No valid solution | Check exit value exceeds equity contribution |
| Circular reference | Cash sweep tied to interest | Enable iterative calculation |
Examples
Example: Mid-Market LBO Request: "Build an LBO model for a $100M EBITDA company at 8x entry" Result: 60% senior / 40% equity structure, 5-year model, IRR analysis at 7x-10x exits
Example: Add-On Acquisition Request: "Model a bolt-on acquisition with synergies" Result: Integrated model with synergy phase-in and accretion analysis
Resources
- Macabacus LBO Modeling
- WSO PE Interview Prep
${CLAUDE_SKILL_DIR}/references/lbo-formulas.mdfor debt schedule templates
When not to use it
- →When a user needs to analyze a company without debt financing
- →When a user needs to model a transaction that is not a use buyout
Prerequisites
Limitations
- →The model requires specific financial data and assumptions as input.
- →The model's output is dependent on the accuracy of the provided debt term sheet parameters.
How it compares
This skill provides a structured approach to building LBO models with specific financial components, unlike a manual spreadsheet setup.
Compared to similar skills
excel-lbo-modeler side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| excel-lbo-modeler (this skill) | 4 | 25d | Review | Intermediate |
| quant-analyst | 103 | 2mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| creating-financial-models | 36 | 8mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
More by jeremylongshore
View all by jeremylongshore →You might also like
quant-analyst
zenobi-us
Expert quantitative analyst specializing in financial modeling, algorithmic trading, and risk analytics. Masters statistical methods, derivatives pricing, and high-frequency trading with focus on mathematical rigor, performance optimization, and profitable strategy development.
stock-analyzer
FrancyJGLisboa
Provides comprehensive technical analysis for stocks and ETFs using RSI, MACD, Bollinger Bands, and other indicators. Activates when user requests stock analysis, technical indicators, trading signals, or market data for specific ticker symbols.
creating-financial-models
anthropics
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
reconciliation
anthropics
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
analyzing-financial-statements
anthropics
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
us-stock-analysis
tradermonty
Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.