UK Investment Platform
LBO Modelling

The Challenge

The client was launching a series of investments in SMEs to help management teams buy out retiring owner-managers. They wanted to assist the management teams when structuring the buyouts by providing them with a tool that could show them the range of options at their disposal while being easy to use and interpret for those with non-financial backgrounds.

The Solution

We started the project by running a workshop to help us understand potential deal structures. This involved confirming the types and complexity of financing available, the range of equity taken on by various stakeholders, and the typical profiles of businesses looking to undertake these transactions. 

The model was then built with non-modelers in mind, with user-friendly inputs, transparent calculations, and a dashboard to illustrate the risks and forecast returns to each stakeholder in a given deal.

The Outcome

The outputs provided the insight needed for the client to confirm and reassess their strategy before integrating the model into their online platform for end users.

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George Pavlovic ACA
Director, Financial Modelling
Aleksandra Pavlovic FCCA
Director, Financial Modelling

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