LBO Modeling Complexities | Capital Structure

Financial Edge Training · Beginner ·💰 FinTech & AI for Finance Professionals ·5mo ago

About this lesson

In this video, we walk through how capital structure choices impact a leveraged buyout (LBO) model and investor returns. We compare a traditional LBO capital structure with senior and junior debt, a modern unitranche structure, and a sale-leaseback financing approach, highlighting how each option changes risk, cost of capital, and flexibility. We break down the sources and uses of funds, show how preferred equity is sized to balance total financing needs, and explain how unitranche debt replaces multiple tranches with a single blended-rate facility. We also cover how sale-leasebacks allow sponsors to unlock value from real estate assets while reshaping the debt stack. Finally, we analyze borrowing costs across each structure, including revolvers, first and second lien loans, mezzanine debt, unitranche pricing, and preferred equity returns, illustrating the trade-offs between simplicity, cost, and control in private equity deal financing. Learn more with our bestselling micro-degrees here: https://www.fe.training/product-category/online-finance-courses/?utm_source=youtube&utm_medium=organic-social&utm_campaign=definition-videos&utm_term=lbo-capital-structure WHY FINANCIAL EDGE? Financial Edge is the trusted training partner for top investment banks’ new hires. If you want to stand out in recruiting and perform on the job, our certifications and courses are built around real analyst workflows and market-standard models. Check out our alumni from top investment banks on LinkedIn: https://www.linkedin.com/school/financial-edge-training/people/ Visit our website: https://www.fe.training/?utm_source=youtube&utm_medium=organic-social&utm_campaign=definition-videos&utm_term=lbo-capital-structure Connect with us on social media: Facebook: https://www.facebook.com/fetraining/ Instagram: https://www.instagram.com/fe.training/ LinkedIn: https://www.linkedin.com/school/financial-edge-training/ #LBO #PrivateEquity #CapitalStructure #LeveragedBuyout #FinancialModeling #I

Original Description

In this video, we walk through how capital structure choices impact a leveraged buyout (LBO) model and investor returns. We compare a traditional LBO capital structure with senior and junior debt, a modern unitranche structure, and a sale-leaseback financing approach, highlighting how each option changes risk, cost of capital, and flexibility. We break down the sources and uses of funds, show how preferred equity is sized to balance total financing needs, and explain how unitranche debt replaces multiple tranches with a single blended-rate facility. We also cover how sale-leasebacks allow sponsors to unlock value from real estate assets while reshaping the debt stack. Finally, we analyze borrowing costs across each structure, including revolvers, first and second lien loans, mezzanine debt, unitranche pricing, and preferred equity returns, illustrating the trade-offs between simplicity, cost, and control in private equity deal financing. Learn more with our bestselling micro-degrees here: https://www.fe.training/product-category/online-finance-courses/?utm_source=youtube&utm_medium=organic-social&utm_campaign=definition-videos&utm_term=lbo-capital-structure WHY FINANCIAL EDGE? Financial Edge is the trusted training partner for top investment banks’ new hires. If you want to stand out in recruiting and perform on the job, our certifications and courses are built around real analyst workflows and market-standard models. Check out our alumni from top investment banks on LinkedIn: https://www.linkedin.com/school/financial-edge-training/people/ Visit our website: https://www.fe.training/?utm_source=youtube&utm_medium=organic-social&utm_campaign=definition-videos&utm_term=lbo-capital-structure Connect with us on social media: Facebook: https://www.facebook.com/fetraining/ Instagram: https://www.instagram.com/fe.training/ LinkedIn: https://www.linkedin.com/school/financial-edge-training/ #LBO #PrivateEquity #CapitalStructure #LeveragedBuyout #FinancialModeling #I
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