LBO & M&A Analysis - Financial Deal Modeling

Overview

This project showcases Leveraged Buyout (LBO) modeling and Mergers & Acquisitions (M&A) financial deal analysis, demonstrating investment banking expertise through structured financial models and Python-based analysis.

Project Structure

LBO_M&A_Analysis/
│-- README.md                    # Project Overview
│-- LBO_Model.xlsx                # Excel-based LBO Model
│-- M&A_Analysis.ipynb            # Jupyter Notebook for M&A Analysis
│-- images/                        # Charts & Graphs
│-- data/                          # Dataset for Deal Assumptions

1️⃣ Leveraged Buyout (LBO) Model

The LBO Model estimates the financial feasibility of acquiring a company using debt financing. It includes:

• Debt Financing Assumptions (Senior Debt, Mezzanine, Equity Contribution)
• Exit Multiple Analysis (5-Year Projections)
• IRR & MOIC Calculation
• Debt Paydown Schedule
• Sensitivity Analysis

2️⃣ Mergers & Acquisitions (M&A) Analysis

The M&A Model assesses the financial impact of a merger or acquisition, including:

• Accretion/Dilution Analysis (Impact on EPS)
• Synergy Analysis (Revenue & Cost Synergies)
• Purchase Price Allocation
• Pro Forma Financial Statements

3️⃣ Python Implementation

A Jupyter Notebook (M&A_Analysis.ipynb) is included to:

• Process deal assumptions
• Compute financial metrics
• Generate visualizations for synergy impact, IRR, and deal structure

4️⃣ Visualizations

Key charts generated include:

• IRR Sensitivity Analysis
• Debt vs. Equity Returns
• Synergy Impact on Valuation
• Pro Forma Financial Comparisons

5️⃣ How to Use

• Open LBO_Model.xlsx in Excel to explore deal modeling.
• Run M&A_Analysis.ipynb in Jupyter Notebook for Python-based calculations.
• Check the images/ folder for charts & graphs.

6️⃣ Technologies Used

• Python (Pandas, NumPy, Matplotlib)
• Excel (Financial Modeling, Formulas, Sensitivity Analysis)
• Git & GitHub
• Investment Banking Valuation Techniques

7️⃣ Next Steps

• Validate Model Assumptions
• Finalize Sensitivity Analysis
• Push to GitHub & Optimize README

---

🔹 Author: Charles Eleri
🔹 GitHub Repo: github.com/charleseleri