20/35 runs · avg score 80%
Cross-benchmark category
Take-Private Analysis
Compare AI agent runs for Take-Private Analysis: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can analyze take-private transactions, offer prices, shareholder value, and public-to-private deal economics.
PE transaction AIPublic-to-private deals, offer price, shareholder value
131Tasks
22Primary
1Benchmarks
Published model evidence
A quick view of shareable runs in this category. Open task and trace pages for the prompt, response, files, and grading details.
20/55 runs · avg score 58%
46/131 runs · avg score 49%
44/130 runs · avg score 48%
41/131 runs · avg score 44%
12/40 runs · avg score 57%
Primary tasks
22 tasks with this category as their main focus.
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…
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 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,…
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…
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 as a reply. Round $ to the nearest million and report the IRR % to one decimal place. 1. Ref…
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…
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…
Related tasks
109 tasks that also exercise this work as part of a broader assignment.
- Analyze Effect of Anti-SLAPP Suit Against BlueLNG on Pre-Suit DiscoveryAPEX-Agents(task_4d143fb2608745848a8f1096667996be)2/4 · Fail
As counsel to BlueLNG and recently subpoenaed a news reporter under Rule 202 to find out whether he's illegally obtained trade secrets from one of our shipyards. The shipyard filed a motion to dismiss…
For each of the four competitor firms use use our financial dataset for 2016 - 2025 to calculate the average customer acquisition cost (US$) for 2016-24 and identify the competitor with the highest ch…
To better understand the market dynamics, the client wants to analyze customer engagement with the mobile app features. Use the feature dataset for competitors from 2016-24 to calculate the following …
- Determine Outcome of Shipyard Fire and DelayAPEX-Agents(task_8ec48c4dfa5e4f06b8bac76409c74d83)3/6 · Fail
Blue Anchor recently sued us (LNG Shipping Inc.) for claims of fraudulent inducement. We filed a motion to compel arbitration after Nakamura experienced a catastrophic fire at its shipyard. The motion…
HarborView requires all customer documents to be sent to their offices in the Cayman Islands headquarters, including information of Hong Kong customers. We’ve also already sent them documents as part …
- Reconcile Compensation, Fee, and Cost Allocation Provisions Across All JV DocumentsAPEX-Agents(task_43ab089534f243eba52ee023a0508ac2)1/1 · Pass
BlueAnchor served BlueLNG with a notice claiming to exercise its put rights pursuant to the BlueLNG Operating Agreement. Can you please review the OA and confirm whether or not BlueAnchor can actually…
Can you respond to me, giving a one or two sentence answer to each of the following questions: 1) what is the key principle regarding information exchange from the Joint Venture Antitrust Slides? 2) …
Create a new slide pptx, summarizing the comparable SaaS deals' target company name, purchase price, ARR, and ARR multiple. Include all targets for which we have an individual case study and use only…
The LATAM market customer count is expected to continue growing at its 2024-2025B CAGR. Complisure could capture a quarter to half of the two largest LatAm players’ latest share of customers if they w…
If competitors continue growing by their 2021-2024 revenue CAGR, while their operating margin % stays flat from 2025, which players will have better operating income than CompliSure by 2030? How much …
Can you use the customer usage and customer contracts files to state the impact on ARR and the new ARR if Complisure switches to the attached usage-based pricing model? Treat the payment discounts fr…
Based on the attached table, with the asking price for each company, which competitors would have a higher 2024 ARR multiple than CompliSure even if their SMB customer count declined by 75%? State the…
If CompliSure experiences the changes outlined in the attachment starting in 2026, what is the expected impact to free cash flow in 2030? Assume Interest Expense remains the same % of EBIT, and Inco…
We anticipate the following developments in 2026: 1) Market growth is forecast to stall to 0% over 2025 market size (per our latest 5 year forecast, which also includes all required CompliSure financ…
Assume a scenario where CompliSure can achieve best-in-class R&D rates (low) and gross margin rates based on 2024 competitor benchmarks for years 2025 through 2030, if best-in-class is better than the…
Estimate and provide the Manufacturing SOM for CompliSure for the year 2035. Use the 2025-29 CAGR from the manufacturing SAM forecast in the vertical deep-dive manufacturing report as a constant annua…
Calculate overall customer sentiment score using the customer surveys. For each section, compute the section sentiment score as the simple average of the available question-level scores within that se…
Can you please help me re-evaluate and state the adjusted 2030 net income for Complisure? The 2030 adjusted net income will be based on the three key assumptions: 1) New Sales and marketing spend, a…
One of CompliSure’s primary competitors, TrainIQ, is expected to lose a portion of its market share. Use the estimates provided by each research firm (A, B, C), provided in the attached report, as sep…
Based on the attached findings from the top 3 research firms, what is CompliSure’s expected revenue ($M) in 2030 for each scenario? For each scenario, please assume that the overall market size in 20…
Using a discounted cash flow (DCF) model, what is the implied share price under the following assumptions: - Revenue growth is 2.0 percentage points lower than the current growth rates in each year fr…
Output two values for me: 1. The implied share price using the Gordon growth method 2. The implied share price using the exit multiple approach You will need to update the DCF model with the followin…
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 …
BlueAnchor wants to get the JV Agreement signed today. Can you send me back a message with a list of items that need to be added, changed, or removed to prepare a final execution version? Do not take …
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.
Using the DCF calculate the implied levered FCF yield for CNS in 2030E for (1) the perpetuity growth method and (2) the exit multiple method. Assume a 10% WACC, 2% terminal growth rate, and an 11x exi…
Using the precedents and DCF analysis calculate an implied share price for CNS to 2 decimal places. Exclude transactions where the target had <$90 B in AUM. Using the forward EBITDA from the DCF, assu…
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…
Please calculate the DCF value per share applying the midyear convention. Keep all other assumptions the same in the existing model. Provide your answer right here, rounded to the nearest cent
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…
Can we see what the DCF per share value is if the terminal value is based on EV / AUM of the peer set? Let's exclude AMG and JHG for purposes of this exercise. Assume that AUM grows linearly with man…
Management believes that the appropriate valuation of the DCF terminal value is the EV / mgmt. fees portfolio multiple of the asset managers peer set per the comparables analysis excluding JHG and AMG…
Under Scenario 1 in the Accretion / Dilution Model, 3M will use 50% debt / 50% equity. $250 million in pre-synergies were identified. Use the following assumptions in the Assumptions S1 tab of the Acc…
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…
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…
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 …
Calculate the price per share that a strategic buyer would need to offer for Golden Everest to consider an acquisition instead of a REIT conversion. Reply to me here with the minimum required share pr…
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…
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…
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…
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…
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 …
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$), rounded to the nearest million. Respond by printing out back to me. Reference t…
You have the MFC model. Calculate the Total Debt / EBITDA in FY2030 and report it in multiple, rounded to one decimal place. Print your answer to me here. Reference the "Refinancing (Option A +B)” ta…
Use the MFC model to return Implied Total Enterprise Value (in Canadian dollars, C$, rounded to the nearest million) under the following assumptions. 1. Refinancing + EPP - Decrease the Refinancing +…
Use the MFC model to reply to me with the updated Retained Cash and ending Long-term debt in FY2030 under the following assumptions. Report in Canadian dollars (C$), rounded to the nearest million. …
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…
Calculate a normalized market capitalization for AES using data from the comps file and the following approach: - Calculate the volume‑weighted average price (VWAP) for AES Corporation over the 250 t…
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…
Muskrat Falls Corp's (MFC) owners have decided to pursue option A (Case 1), i.e. the debt refinancing only option, and hold MFC as an investment and selling at the end of FY35. Assume the following: …
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 …
Muskrat Falls Corp (MFC) has decided on a debt-only refinancing at market rates, i.e. Option A (Case 1 of the model "toggle") in the MFC model. MFC is valued at 12x EV / NTM EBITDA. Please calculate …
Please use assumptions below for a more aggressive financial forecast, which is termed the "SuperUpside" case: - The drivers of the SuperUpside case adds to the "Upside" case the difference between t…
Please calculate the total value of a MFC privatization by the provincial government at a bid value of 11x LTM EBITDA, which composes of both the (a) upfront proceeds from the sale and (b) value of th…
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…
Please calculate the implied premium / discount of the offer price as proposed to the client relative to the following KVUE share prices, using the values up to 12/08/2025: - Closing price on the fin…
Review the shipbuilding contract ("Contract") and draft assignment agreement for the Contract (the "Assignment"). The Assignment will be used by LNG SHIPPING INC. ("LNG") to assign the Contract to its…
Does any agreement between us and BlueAnchor create any non-disclosure obligations preventing our owner from publicly announcing the deal? Write me a short reply back that I can review and send.
Does assigning the shipbuilding contract to the JV require any other member consents (under the JV Operating Agreement) that we don't already have? Write out your answer to me here, and give a short …
Can you please assess whether or not the new LNG carries built by Nakamura Heavy Industries can be used in Jones Act Trade? Additionally, BlueLNG JV purchased another LNG vessel and asks whether it ca…
Can you please let me know if the canceling date of the shipbuilding contract is 180 days? Just a quick yes or no here is fine.
BlueLNG sued Nakamura in the Southern District of New York based on the shipbuilding contract. Given that Nakamura has no office in the district, can BlueLNG seek Rule B attachment of a US$ wire trans…
Summit filed Form 2553 (Rev B) with the Internal Revenue Service ("IRS") on February 19, 2019. Do you see any potential problems under Treasury Regulation 1.1362-6(b)? Give me your analysis back her…
Assume that the Internal Revenue Service denies relief for the transfer of shares to Carrie Canuck, an ineligible shareholder. What amount of taxes (federal plus state) would be owed by Summit Filing…
Summit Filing Solutions, Inc. bought a building in 2018 for $350k. It spent $250k on the buildout. It sold the building on June 20, 2022 for $1.2M. Review the diligence memo and current cap table. Sta…
Revise the Stock Purchase Agreement. I want you to edit the existing file. I want you to protect the Buyer given a potential $399,540 tax exposure tied to Summit’s potentially invalid S-Corp election…
Review the shareholders agreement and identify any provisions that may cause issues with Summit's S-corp status. Identify corrective procedures that may be available to Summit. Print back what you fin…
Review Summit's records to determine how Summit can correct any potential questions about the validity of its S corporation tax election. Write a tax memo and put it in a New document (docx) for me t…
We need to review Summit's historical distributions. Write me a memo analyzing whether Summit's shareholder distributions are in accordance with US tax code. Cite the exact tax code in each instance (…
On 12/1/2028 our client, Summit, informed us they received a claim from Harbor Bridge for failure to disclose a phantom stock plan during the sale transaction we helped them with back in 2025. The cla…
Review the due diligence file for Summit Filing Solutions, Inc. and identify any potential deficiencies relative to its claimed status as an S-Corporation. Draft a set of indemnities, for incorporati…
Review the due diligence file relative to the S-Corp election of Summit Filing Solutions. Determine whether the S-Corporation election was timely made, the date on which it became effective, and any …
Harbor Bridge has recently expressed concern that certain provisions of Summit's Amended and Restated Shareholder Agreement may be inconsistent with Summit's S-Corp election under 26 U.S.C. § 1361 and…
As you know, Harbor Bridge Private Equity sent initial inquiries to Summit Filing Solutions ("Summit") on matters related to Summit's S-Corp election. Laura Kensington, Summit's Acting CEO, responded…
We have been asked to determine whether the S-corporation election of Summit Filing Solutions, Inc. ("Summit"), which Summit claims was effective on 1/1/19, was terminated. Please analyze Summit's Sha…
We had a US fire safety audit performed on one of the buildings we're going to acquire in HK, with a rated occupancy of 150 persons, and it passed on all counts. Exit signage was different from US sig…
I just found out that INTERNATIONAL CORPORATION SERVICES LTD. (ICS) acts as registered agent for our largest competitor. Considering that ICS has all our financial and other info, this is a serious br…
One of the Singapore properties we're acquiring (classified PG III) has an exit staircase that services the 1 level underground parking lot, located immediately under the exit staircase that services …
We had an intern prepare a list of what needed to be done after closing and they made a mess of it. We've already established the holding company, reviewed insurance policies, and completed a complia…
Determine the current Capital Account for Pacific Pension Fund in HarborView Fund I, LP. The following financial events have occurred since inception of the Fund (unless otherwise stated, assume Gross…
Review the URA Land Search Report, based on the relevant provision of the Planning Act, what is the potential maximum financial penalty regarding TOP/2018/04576 as of January 1, 2025? Assume that the …
As of January 1, 2025, SecureBox Self Storage has not made any changes to the Emergency Exit Signage and Lighting. If the FSD inspection report is considered a fire safety direction, what is the maxim…
We had a number of compliance memoranda drafted regarding our ongoing acquisition of the storage facility companies. For the third memo listed in the compendium, do we have to comply with all the laws…
One of the Hong Kong facilities is going to overhaul its fire safety after they found that some of the equipment from the supplier produced faulty sprinklers. This same supplier produced essentially a…
Harborview has contemplated a new spinoff transaction as outlined in the attached memorandum prepared by the CLO. Review the memorandum and explain whether Alex Morgan will be subject to reporting req…
Harborview Capital Partners, L.P. ("Harborview") has decided to lease one of the Singapore properties it acquired. The property is 14,000 square feet and is going to be used to sell bicycles and has s…
Harbor View Storage Fund I, L.P. (the "Purchaser") has purchased Secure Box Storage Holdings Limited (the "Company") from the Sellers pursuant to an executed Share Purchase Agreement (SPA). After th…
During acquisition diligence, Apex Storage Asia Pte. Ltd. (the "Landlord") notifies of a claim it has just received from a tenant. The Landlord has a lease for part of one of its Singapore properties …
Harbor View Storage Fund I, L.P. (the "Purchaser") has entered into a Share Purchase Agreement (SPA) with the Sellers for the purchase of Securebox Storage Holdings Limited (the "Company"). After the …
Post-closing, the Fire Department issued a fine for pre-completion non-compliance at one of the facilities, and the buyer paid the fine to avoid operational disruption. Take a look at the Secure Box…