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LBO Series · Guide 02

LBO Assumptions Cheat Sheet

The ranges every PE interviewer expects you to know cold. Entry multiples, leverage, hold periods, management rollover, and why each assumption matters for returns.

Entry Multiples

Entry multiple is the biggest determinant of how much you pay — and therefore your margin of safety. The lower you buy, the more room for error.

Typical Entry EV/EBITDA by Sector
SectorLow EndMidHigh EndNotes
Industrials / Manufacturing6x–7x8x10x+Cyclical = lower multiples
Consumer / Retail7x–8x9x12x+Brand value drives premium
Healthcare Services9x–10x12x15x+Regulatory risk compressed, reimbursement risk expands
Software (SaaS)12x–15x18x25x+On ARR or NTM EBITDA
Business Services / Tech-Enabled8x–10x11x14xRecurring revenue = premium
Food & Beverage8x–9x11x14xBranded products command premium
Interview Tip

When asked "what multiple would you pay?", anchor to a sector range and then explain the premium/discount drivers: growth rate, defensibility, management quality, leverage capacity, market position. Never just say a number without context.

Leverage Levels

Leverage is expressed as a multiple of EBITDA. The maximum depends on the credit market, the stability of cash flows, and the lender appetite at the time of deal.

Leverage by Tranche (Turns of EBITDA)
TrancheTypical RangeMax StretchRate (Approx.)
Revolver0.5x–0.75x1.0xSOFR + 250–350
Term Loan A (Bank)2.0x–2.5x3.0xSOFR + 200–300
Term Loan B (Institutional)3.0x–4.0x5.0xSOFR + 300–500
Senior Secured Notes3.5x–4.5x5.5x7%–9%
Senior Unsecured Notes4.5x–5.5x6.5x8%–11%
Mezzanine / PIK5.5x–6.5x7.5x12%–15%+

Total Leverage Rules of Thumb

Credit Coverage Constraints

Lenders require minimum coverage ratios. Key ones: Debt / EBITDA ≤ 6.0x (total), Interest Coverage Ratio ≥ 2.0x (EBITDA / Cash Interest), and Fixed Charge Coverage Ratio ≥ 1.1x. If your model violates these, lenders won't lend — so the deal doesn't happen or the structure changes.

Hold Period

The standard assumption is 5 years. Real-world hold periods range from 3–7 years depending on exit market conditions and value creation progress.

IRR Impact of Hold Period (Illustrative, 3.0x MOIC)
Hold PeriodIRRImplication
3 years~44%Quick flip — rare, usually only works if there's a strategic bidder
4 years~32%Good if multiple expansion available at exit
5 years~25%Standard assumption — use this unless told otherwise
6 years~20%Acceptable if EBITDA growth is strong
7 years~17%Borderline — needs high conviction on compounding

Exit Multiple

Most conservative base case: exit at the same multiple you entered. Anything higher is upside, anything lower is a red flag in your model (you're assuming multiple expansion — explain why).

Management Rollover

Management rollover is when the existing management team reinvests a portion of their equity proceeds into the new deal structure instead of taking cash out. Typical rollover is 5%–20% of deal equity.

Why It Matters

Management Equity Package — Standard Terms
ComponentTypical RangeNotes
Rollover Equity5%–20% of deal equityExisting stake rolled, not cashed out
New Option Pool (MIP)7%–15% of equityTime vest + performance vest
Carry Hurdle8%–12% IRRSponsor earns before management carry kicks in
Vest Schedule4 years, 25%/yr or cliffVesting accelerates on exit
Good Leaver / Bad LeaverMarket termsDefines option treatment on departure

Revenue Growth Assumptions

Revenue Growth by Scenario
ScenarioGrowth RateWhen to Use
Bear Case0%–2%Recession, market share loss, pricing pressure
Base Case3%–7%Stable industry, consistent market position
Bull Case8%–15%Market share gains, pricing power, new products
High Growth (SaaS)15%–30%Strong ARR expansion, low churn

Margin Assumptions

Quick Reference: Assumptions at a Glance

Standard Base Case Assumptions
AssumptionStandard RangeInterview Default
Entry Multiple7x–14x EV/EBITDASector-dependent; 9–11x for general PE
Total Leverage4.0x–6.0x EBITDA5.0x–5.5x for mid-market
Equity Contribution35%–50% of TEV40%–45%
Hold Period3–7 years5 years
Exit Multiple= Entry (base)Same as entry
Revenue Growth3%–10%5% for stable business
EBITDA MarginFlat to +200bps/yr+50bps/yr improvement
TLB RateSOFR + 300–500~8–9% all-in
Management Rollover5%–20% of equity10%
Target IRR20%–25% minimumInstitutional quality
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