21/62 runs · avg score 43%
Cross-benchmark category
LBO Modeling
Compare AI agent runs for LBO Modeling: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can reason through LBO models, estimate leverage capacity, size debt, calculate IRR, and evaluate exit multiple scenarios.
Private equity modeling AILeverage capacity, IRR, exit multiple, debt sizing
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0/2 runs · avg score 73%
Related tasks
63 tasks that also exercise this work as part of a broader assignment.
We need additional analysis for 2025 cost per activated member (CPAM) under 3 scenarios. I want you to edit the PnL workstream draft deck with this new information you'll calculate--> the 2025 CPAM ($…
What is the EV and implied share price of CNS in the DCF model using both Gordon growth model and exit multiple approach if each business segment grows as outlined below over the projection period of …
Calculate the unlevered beta for Haleon (HLN) using Total Debt and Market Capitalization as of the end of FY2024. Assume 0.227 levered beta for HLN and a 21% Tax rate. Using the unlevered beta for HL…
Our client, Senior Living Lending, Inc. ("SLL") is a reverse mortgage and home equity line of credit lender. They want to implement a telemarketing program that relies heavily upon texting potential b…
From the LBO, assume a 15% premium is offered to CNS holders and max transaction leverage of Term loan B is $1,040. What is the revised IRR and MoM for 2029E, rounded to one decimal place? Reply here.
Provide the mean implied equity value for CNS from the Comparables and Precedents using 2025E EBITDA, as well as the implied equity value from the DCF and LBO using the base DCF and assumed offer pric…
Using the LBO model calculate FY2025 interest expense and the corresponding FY2025 Adj. EBITDA / Interest Coverage ratio based on the capital structure sized at 4.5x entry gross leverage (Gross Debt /…
Using the LBO model, what would the revenue growth % in 2025E have to be to yield an IRR of 20.0% in 2029E? Round to 2 decimal places. Reply to me in here please.
Your task is to evaluate the impact of financing constraints on Project Vanguard's take-private economics and develop a revised LBO case reflecting a capped leverage scenario using the LBO model. • T…
Assume that CNS has been taken private as of the start of FY25E. The new PE owners have decided to reduce employee compensation by 50% of the value of stock-based compensation in the previous LBO fore…
Benchmark the results for Elastic NV Q2'FY26 (ending 10/31/2025) against their industry peers as reported in Public Comparables (for Q2). 1. Calculate the public comparables mean (average) for Market…
Run a single downside scenario where all modeled sensitivity factors receive a 20% shock, in the direction that would adversely impact IRR. What would the new IRR & Sponsor Equity Value be? Use the LB…
Return the Year 1 - Year 5 CAGR for Adjusted EBITDA. Round to two decimal places and display percentages with %. Write your answer straight back. I want you to use this info to update values in the …
I want you to tell me for Year 1 - Year 5: (1) Total revenue CAGR(2) Subscription Cost of Revenue CAGR (3) Sales and Marketing Expenses CAGR (4) EBITDA CAGR But first adjust revenue growth rate to be…
Print out here the updated IRR and MOIC, rounded to two decimal places. Use the precedent transactions document and LBO model to complete the analysis. Assumptions: 1. Adjust the LBO model to have t…
Make adjustments to the Year 5 growth rate to reach the following Year 1 - Year 5 CAGR for Total Revenue: 22%. Use the LBO model to complete the analysis, but just reply right here. Round value to one…
Reply back to me an updated IRR and MOIC. Round final numbers to two decimal places. Use the LBO and comps models to complete the analysis. Follow these assumptions: 1. Remove any comps with Enterpri…
Use the LBO model. I want some new analyses: - Decrease the “Premium” from 35.0% to 25.0% on the "LBO" tab - Decrease the “Adj. EBITDA Multiple” from 40.0x to 25.0x on the "LBO" tab - Update revenue g…
Please use the LBO model to calculate the sponsor equity value and IRR for Year 5. Then report the sponsor equity value in US dollars, rounded to the nearest million (e.g., $1,000). Also, report the I…
Using the assumptions below, calculate the sponsor equity value and IRR for Year 5. Then, report the sponsor equity value in US dollars, rounded to the nearest million (e.g., $1,000). Report the IRR a…
Please create a new scenario within the LBO model to assess the impact on Elastic’s Net Profit, assuming that for all years over the projection period (Year 1 to Year 5), Research and Development expe…
Use the LBO model to assess the impact of a lower interest rate environment on the Year 5 exit IRR% target. 1. Decrease the existing senior debt cost by 50 bps starting at the beginning of Year 2. Th…
Please evaluate the impact on Elastic's IRR% at exit, assuming a slowdown in Total Revenues growth. Return the following here: Year 5 Adj. EBITDA, EV value at Exit, Net Debt at Exit, Sponsor Equity Va…
Please assess the impact of reducing the entry premium by 5% and illustrate the potential impact on the deal return. Use the LBO model. 1. Reduce the deal premium by 5%, from 35% to 30%. 2. Reduce t…
Please create a new scenario within the LBO model to assess if the sponsor can still meet the 20% IRR target at the Year 5 exit, given higher Net Working Capital needs. 1. Increase accounts receivabl…
Assess if the sponsor can still meet the 20% IRR target at the Year 5 exit, given higher cost of revenues. 1. Increase subscription cost as % of subscription revenues by 1 percentage point in Year 1,…
Assess how much certain business drivers must move to bring IRR below 20%. The stock price has fallen to $87.00. Use the LBO model for the info. 1. Find the critical point (percentages to 2 decimal …
Planet Fitness is looking to divest its entire 281 stores, which it owns as of September 30, 2025, to a franchise owner. Round all results to two decimal places and present it in $mm. Using the LBO m…
Planet Fitness is considering the acquisition of 100% stake in The Gym Group and taking it private in order to expand its presence within the UK. Using GYM H1 2025 and GYM annual 2024 docs, consider…
Calculate operating cost before D&A as a percentage of sales ("operating cost margin") for each of GYM, Life Time, Planet Fitness, and Xponential fitness for each year from FY2021 to FY2024 before D&A…
Update the LBO analysis tab "Copy of LBO". It needs to include a single potential add on acquisition in FY2027E. Assess the impacts on the 5-year LBO analysis. Use SOFR actual data. Add to that tab, t…
Using the LBO analysis, conduct a Purchase Price Allocation to show the amount of pro-forma goodwill created from this transaction. Also show the allocable purchase premium. Round all monetary values …
Update the LBO model to include an incentive payment structure of PLTF management post-transaction. Assess the impacts on the 5-year LBO analysis. Management is eligible for these payments each year …
Output the year 5 Equity Value to Sponsors and IRR (with a 5 year exit). From the existing LBO model, update values to both a 20% equity rollover from existing shareholders and a 10% management option…
Use the LBO analysis, update it to assume that Planet Fitness stock option tranches outstanding. I want to see the Year 5 IRR, flexing premium paid and exit multiple. # Assumptions -All options are v…
Using the LBO model, I want you to tell me updated values for: (1) Implied Net Debt, (2) Sponsor Equity Value and (3) IRR for Year 5. # Assumptions -Increase the interest rate of the secured term loa…
Using the LBO model, update the analysis to reflect a go-forward plan which emphasizes an increased investment on franchisee-owned stores. Output the implied Sponsor Equity Value and IRR for Year 5. …
Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars, rounded to the nearest million, and report the IRR as a percentage rounded to one decimal pla…
Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars, rounded to the nearest million. Report the IRR to one decimal place. Reference the LBO mode…
Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars as a reply. Round $ to the nearest million and report the IRR % to one decimal place. 1. Ref…
Use Planet Fitness' latest financial model, in the"Copy of LBO" tab, and sensitize $ operating expenditure each year by +/- 5% against the base case for each year from 2026 through 2030; calculate the…
Use Planet Fitness' latest financial model, and conduct an ability to pay analysis around Advent's target IRR of 25%. Create a new xlsx sheet, then round all calculated values to two decimal places f…
Conduct a 5-year IRR sensitivity analysis using Planet Fitness' financial model. Model the impact if, starting Q1 2026, Planet Fitness opens 10 additional Franchisee-owned stores each quarter, compare…
Conduct a 5-year IRR sensitivity analysis using Planet Fitness' latest financial model that Advent updated based on their specifications (v7). Assess the impact if Planet Fitness reduces National adve…
Conduct a 5-year IRR sensitivity analysis using Planet Fitness' latest financial model that Advent updated based on their specifications (v7). Assess the IRR impact to Advent if the terms of the debt …
Use Planet Fitness' latest financial model that Advent updated based on their specifications and assess Advent’s “ability to pay” to reach 25% IRR after 5 years if there are net revenue synergies betw…
The Private Equity Sponsor wants to extract cash via a "Dividend Recapitalization" at the end of 2027. Using the MFC model, you must size the Maximum Special Dividend the company can pay while remaini…
You have the MFC model. Calculate the implied sponsor equity at entry in FY2032 and report it in Canadian dollars (C$), rounded to the nearest million. Respond by printing out back to me. Reference t…
You have the MFC model. Calculate the Total Debt / EBITDA in FY2030 and report it in multiple, rounded to one decimal place. Print your answer to me here. Reference the "Refinancing (Option A +B)” ta…
Calculate an updated implied sponsor equity at entry with FY2032 exit. Use the MFC LBO model and the assumptions below: - Reduce the TL-B leverage multiple from 3.0x LTM EBITDA while lowering the yie…
Using Option B in the MFC model, the refinancing in conjunction with a equity private placement (preferred stock), update to upsize the preferred tranche to $1.5bn and for interest to be payment-in-ki…
Assume that Muskrat Falls Corp's (MFC) owners have decided on an LBO process. Blackstone has decided to bid for the business via its infrastructure fund. Please calculate Blackstone's "ability to pay"…
Use the MFC model we made. MFC has chosen to proceed with a debt-only refinancing at market rates (Option A / Case 1). At the start of each year, it decides to issue new debt up to a maximum of 4.0x …
Calculate the updated PV of FCF. Output it here. Round it to the nearest whole number, with zero decimals. Print your answer as a reply back here. Account for: 1. Identify the competitor in the compa…
Use the LBO model with the following indicative debt package to calculate these values --> then, return them back to me here 1/ Equity contribution 2/ Central case IRR 3/ Central case MOIC 4/ Exit ne…
Can you help me calculate a new implied share price, rounded to two decimal places? Return your answer to me here Update the DCF so that its 2024-2028 R&D CAGR is equal to PWSC's 2019-2023 R&D CAGR. …
Referencing the KSchool DCF, how much does the company need to increase or decrease 2023's earnings to have it's P/E ratio in 2023 equal to the sector average for communication services as of 1/1/2026…
Using KSchool's DCF, update the 2026 revenue growth rate so that the 2024-2028 Revenue CAGR is equal to INST's 2019-2023 selling and marketing expense CAGR. Then make it a 6-year projection period an…
I want to know the implied DCF share price with a revised scenario, rounded to two decimal points. Do your calculate by updating the cost of debt in the DCF model to be the average between the 1 year…
Using the DCF model, update the equity risk premium to be the risk-free rate plus 150 basis points and the cost of debt to be the risk-free rate plus 300 basis points Output the following rounded to …
Calculate the 2027P equity value implied by the LBO output. Replace the 2027P exit EBITDA multiple with the average calculated FY2023 EV/EBITDA multiple for CHGG and LOPE. Present the result to me he…
Calculate the 2028P equity value implied by the LBO output, assuming an exit multiple of 32.0x. Present your result to me as a message in here, rounded to the nearest $ million. Use the following co…
MGR Real Estate Inc. ("MGR") and "AI Automation Group, LLC" ("AIAG") entered into a letter of intent (“LOI”) on December 2, 2025 for 2020 Main Street, Irvine, CA (the "Building"). The letter included …