What components are included in the generated LBO model?

The skill generates a 6-sheet Excel file including a Transaction Summary, Sources & Uses, 5-year Operating Model, Debt Schedule, Returns Analysis, and Debt Covenants.

Does the skill perform sensitivity analysis?

Absolutely. It builds sensitivity tables comparing variables like Exit Multiple vs. Hold Period and Entry Multiple vs. Exit Multiple to calculate IRR and MoM impacts.

Is the model compliant with industry standards?

Yes, the skill follows standard private equity modeling practices, including cash flow sweeps, mandatory amortization, and standard leverage/coverage covenants.

Can I customize the debt and financing structure?

Yes, you can specify custom tranches (Revolver, Term Loan A/B, Subordinated Debt), interest rates, and leverage multiples (e.g., 5-7x EBITDA).

Excel LBO Modeler

Name: Excel LBO Modeler
Author: BbgnsurfTech

byBbgnsurfTech

•

Productivity & Workflow

Builds comprehensive leveraged buyout (LBO) models in Excel with automated debt schedules, cash flow waterfalls, and IRR calculations.

The Excel LBO Modeler skill empowers Claude to construct institutional-grade financial models for private equity and transaction analysis. It automatically generates a structured 6-sheet Excel workbook featuring dynamic transaction summaries, sources and uses tables, five-year operating projections, and sophisticated debt paydown waterfalls. Designed for investment professionals and corporate development teams, this skill ensures industry-standard modeling practices—including sensitivity analysis and debt covenant monitoring—are applied to every deal screening and acquisition analysis.

Key Features

01Automated 6-sheet Excel workbook generation with professional formatting

02Multi-variable sensitivity tables for IRR and Money-on-Money (MoM) multiples

033 GitHub stars

04Integrated debt covenant compliance and leverage headroom analysis

05Pre-built cash flow waterfall for mandatory and optional debt prepayments

06Dynamic debt schedule supporting Revolvers, Term Loans, and Subordinated Debt

Use Cases

01Rapid deal screening for private equity and corporate M&A opportunities

02Performing scenario analysis on different financing structures and exit assumptions

03Creating foundational models for investment committee presentations

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add bbgnsurftech/claude-skills-collection excel-lbo-modeler

For use in Claude.ai and ChatGPT

Download Skill