Investment Management - LBO

Leveraged Buy-Out (LBO) models are innately complex and cluttered, consisting of target company operational forecasts, valuation, debt and equity financing scenarios, and sensitivity analyses on exit prices. With Anaplan’s LBO model, you can propel your deal desk’s M&A activity and get real-time answers to how an operational and/or financing scenario impacts your return on investment at the deal and portfolio levels. This model serves as a private equity suite that allows you to manage your funds and investors, forecast the 3 statements for target companies, run multiple capital structure scenarios and view the overall impact of each investment to the firm’s funds.


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Balance Sheet
  • The Balance Sheet summary dashboard allows you to forecast the balance sheet of target company using multiple calculation methodologies such as run rate, Days Payable Outstanding, Days Sales Outstanding, % of Revenue and more.
Capital Structure
  • The Capital Structure Dashboard allows you to run scenario analyses on multiple debt tranches (senior and subordinate debt). Analysts can view the maximum debt capacity by scenario, and allocate the total debt across debt tranches, each with their own unique payment terms.
Cash Flow
  • The Cash Flow statement dashboard is automatically generated off the Income Statement, Balance Sheet and Capital Structure. It also feeds the Free Cash Flow model used in the Discounted Cash Flow valuation methodology.
Discounted Cash Flow
  • Valuate the cash flows from the entire life of the investment across multiple scenarios. From cash used to acquire the target company, to cash flows generated from operations and sale of the company, you can monitor and calculate the net present value in real time. Weighted Average Cost of Capital (WACC) is also automatically generated, or users have the ability to override these rates year over year.
Income Statement
  • The Income Statement dashboard allows you to forecast the Revenues, Cost of Goods Sold and Operating Expenses of a target company through multiple calculation methodologies such as run rate, workforce, growth rate and more.

Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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