What sheets are included in the generated Excel model?

The model includes six core sheets: Transaction Summary, Sources & Uses, 5-Year Operating Model, Debt Schedule, Returns Analysis, and Debt Covenants.

Can I customize the debt and interest rate assumptions?

Yes, you can define specific interest rates for Revolvers, Term Loan A/B, and Subordinated debt, or allow the skill to use market-standard defaults for 2025.

Does this skill handle sensitivity analysis?

Absolutely. It automatically builds data tables analyzing how IRR and MoM change based on Exit Multiples, Hold Periods, and Entry Multiples.

What happens if my proposed debt structure is too aggressive?

The skill includes error handling that warns you if total leverage exceeds typical market limits (e.g., >7.0x EBITDA) or if debt service exceeds cash flow.

Excel LBO Modeler

Name: Excel LBO Modeler
Author: jeremylongshore

byjeremylongshore

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884

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Productivity & Workflow

Generates professional-grade leveraged buyout (LBO) Excel models for private equity analysis and transaction screening.

The Excel LBO Modeler skill enables users to build comprehensive, multi-sheet financial models for private equity transactions directly within Claude Code. It automates the creation of industry-standard structures, including Sources & Uses tables, five-year operating projections, complex debt schedules with cash flow waterfalls, and IRR/MoM return calculations. This skill is specifically designed for investment professionals to rapidly prototype deal structures, validate leverage covenants, and perform sensitivity analysis using professional formatting and audit-ready formulas.

Key Features

01Automated debt waterfall calculations for multiple tranches (Revolver, TLA, TLB)

02Comprehensive 6-sheet Excel model generation following PE industry standards

03Dynamic sensitivity tables for IRR and Money-on-Money (MoM) multiples

04Real-time leverage and coverage covenant monitoring and alerts

05Professional formatting including transaction fees, financing fees, and tax assumptions

06884 GitHub stars

Use Cases

01Rapidly screening potential private equity investment opportunities

02Building initial LBO frameworks for investment committee presentations

03Performing dividend recapitalization and exit scenario modeling

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add jeremylongshore/claude-code-plugins-plus-skills excel-lbo-modeler

For use in Claude.ai and ChatGPT

Download Skill