Private Equity Cap Table Modeling
Budget: $250 – $750 USD
I’m preparing an acquisition for a private-equity backed roll-up and need a robust, M&A-style model built from the ground up. The focus is on deal structuring: I want to see how different mixes of debt, seller rollover, management equity and carried interest flow through a full LBO model and ultimately shape the post-close cap table.
Here’s what I’m after:
• A dynamic Excel (or Google Sheets) workbook that starts with purchase price, sources & uses and flows through the standard LBO drivers—revenue build, operating assumptions, debt schedule, interest, tax shield, working capital and exit.
• An integrated capitalization table that automatically updates from the assumptions tab, shows every security class at close and at exit, and highlights dilution and waterfall returns (IRR, MOIC) for each stakeholder.
• Clear, transparent formulas—no hidden macros—so the file stays audit-ready and easy to tweak.
• A short walkthrough (video or written memo) explaining the logic, key levers and where to adjust inputs.
If you’ve built PE or M&A models before and are comfortable stress-testing various structures, I’d love to see your proposal and a sample of previous, anonymized work.
Here’s what I’m after:
• A dynamic Excel (or Google Sheets) workbook that starts with purchase price, sources & uses and flows through the standard LBO drivers—revenue build, operating assumptions, debt schedule, interest, tax shield, working capital and exit.
• An integrated capitalization table that automatically updates from the assumptions tab, shows every security class at close and at exit, and highlights dilution and waterfall returns (IRR, MOIC) for each stakeholder.
• Clear, transparent formulas—no hidden macros—so the file stays audit-ready and easy to tweak.
• A short walkthrough (video or written memo) explaining the logic, key levers and where to adjust inputs.
If you’ve built PE or M&A models before and are comfortable stress-testing various structures, I’d love to see your proposal and a sample of previous, anonymized work.