Redwick Building Services
4-Hour Acquisition-Funded LBO & IC Presentation
Underwrite a commercial HVAC, critical power and building automation contractor. Choose the price and unitranche leverage, reconcile service lines, compare the management and base cases, and brief the investment committee.
Acquisition funding, cohort cash flows and sponsor returns.
$59 · One-time purchase
Redwick - Information memorandum.pdf, page 11. Includes an excerpt from the assignment.
What you receive to start
- Redwick - Financial support.xlsx
- Redwick - Information memorandum.pdf
- Redwick - Investment assignment.pdf
What you decide
- Underwrite a commercial HVAC, critical power and building automation contractor. Choose the price and unitranche leverage, reconcile service lines, compare the management and base cases, and brief the investment committee.
What you submit
- An editable three-statement LBO plus its PDF export, with service-line base case and management and base returns and sensitivities.
- Two or three editable base-case investment slides with financials, returns, sensitivities and investment merits and risks.
What’s included
Download the candidate materials, open the guided walkthrough in your browser, and compare your work with the reference files in Review. Each case also includes an offline walkthrough.
The worked-answer packet includes scoring criteria for reviewing your attempt.
Where the worked answer comes from
- Adapted from a submitted model and presentation. The submitted model, its printout and the investment slides survive. The practice version explicitly funds acquisitions and distinguishes the submitted five-year case from separate preparation.
For access help or a satisfaction refund within 30 days, email [email protected] from your purchase address. Terms of Use.
Software Extract each ZIP before opening its files. Use desktop Excel for workbooks and a browser for the guided walkthrough.
Underwrite a commercial HVAC, critical power and building automation contractor. Choose the price and unitranche leverage, reconcile service lines, compare the management and base cases, and brief the investment committee.
See the 4 download packages
- Candidate packetRedwick - Financial support.xlsx, Redwick - Information memorandum.pdf, Redwick - Investment assignment.pdf
- Optional preparationCandidate discussion.txt
- Worked answerAfter-attempt scorecard.pdf, Optional preparation/Worked oral defense.txt, Redwick - Answer Guide and Rubric.pdf, Redwick - Integrated Checkpoint.xlsx, Redwick - Investment Committee Slides.pdf, Redwick - Investment Committee Slides.pptx, Redwick - Service Line Checkpoint.xlsx, Redwick - Solved Underwriting Model.xlsx, Redwick - Underwriting model printout.pdf
- Guided walkthrough4 lessons, with the matching case files.
4-Hour Acquisition-Funded LBO & IC Presentation
Underwrite a commercial HVAC, critical power and building automation contractor. Choose the price and unitranche leverage, reconcile service lines, compare the management and base cases, and brief the investment committee.
$59 · One-time purchase