Training LBO Modeling - Building High-Performing Acquisition Models

$4,620

  • 4 days
  • Onsite
  • 10 people max.
Ref: DYJ738
10 people max.
$4,620
In-company rate: from $7,865 for the whole team
On-site and certification exam on quote
4 days
Onsite

Don't let this gap widen

Why this program matters

  • Without mastery of LBO modeling, 65% of M&A deals fail due to modeling errors, costing PE funds an average of 2,5 millions d'euros per transaction.

  • Financial teams lose 30% additional time on imprecise analyses, exposing the company to overvaluations or hidden underperformance.

  • In 2024, 82% of CFOs without advanced LBO skills are passed over for strategic promotions.

  • Every quarter without training widens the competitive gap, risking missed opportunities against agile investors.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction
Flag of the United StatesBuilt for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

Trusted by — schools, companies and industrial groups

40,840 programs · 25 countries

  • Aptar
  • ArcelorMittal
  • Equans
  • EDF
  • Ubisoft
  • Microsoft

Every program built with a dedicated engineer

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  • OVHcloud
  • Notion
  • AMD
  • Apple

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

LBO Modeling training objectives

  • Master the LBO structure for certified company acquisitions
  • Develop professional sources and uses models in Excel
  • Implement complex debt schedules and covenants
  • Design advanced IRR and MOIC returns analyses
  • Optimize LBO scenarios with sensitivity analysis and waterfalls
  • Deploy LBO models for real deals in the enterprise

LBO Modeling curriculum: 4 modules over 4 days

Module 1 : LBO Fundamentals: Modeling the structure and sources of financing (Advanced Excel, dynamic formulas, initial scenarios)

Dive into LBO mechanics by analyzing real target company deals, build the sources and uses table with equity contribution, senior debt and mezzanine, integrate transaction fees and working capital adjustments using advanced Excel formulas, complete your first practical exercises on a concrete SME case, produce an initial model validated by the trainer with code review for a solid professional foundation.

Module 2 : LBO Debt Schedule: Implementing repayments and covenants (amortizations, interest, financial ratios)

Build a complete debt schedule to model revolver, term loan and high yield bonds repayment flows, calculate capitalizable interest and mandatory prepayments on EBITDA excess, integrate LBO covenants such as Debt/EBITDA and Interest Coverage via optional VBA macros, apply to your main project with stress tests, generate dynamic charts and dashboards to visualize financial risks in the enterprise.

Module 3 : LBO Returns: Calculating IRR, MOIC and sensitivity analysis (waterfalls, exit multiples)

Master multiples returns calculations with annualized IRR, MOIC and PME using XIRR and Excel matrix functions, model equity distribution waterfalls and management incentives, perform sensitivity analyses on exit multiples and timings, test base/upside/downside scenarios on real acquisition cases, optimize your model for impactful investor presentations with ready-to-use deliverables.

Module 4 : Advanced LBO Optimization: Complex cases and professional deployment (add-ons, refinancings, audits)

Refine your LBO model with add-on acquisitions, refinancings and conditional earn-outs, audit common errors using professional checklists, integrate macros for advanced automations, apply to a complex deal inspired by PE funds, prepare the final presentation with investor Q&A, receive an optimized certifying template for your immediate company projects.

How LBO Modeling skills are assessed

  • Multiple-choice quiz to validate learning outcomes at the end of the training
  • Continuous assessment through practical LBO exercises
  • Defense of the main project model before the expert trainer

How the LBO Modeling course is taught

  • Courses led by an expert trainer in mergers and acquisitions
  • Hands-on exercises on real company LBO cases
  • Progressive main project throughout the training
  • Comprehensive course materials and Excel templates provided to each participant

LBO Modeling training: access and practical arrangements

The Training LBO Modeling - Building High-Performing Acquisition Models program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training LBO Modeling - Building High-Performing Acquisition Models program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training LBO Modeling - Building High-Performing Acquisition Models program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

How Learni guarantees the quality of your LBO Modeling training

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you
Enroll and offer a kit
FAQ

LBO Modeling: frequently asked questions

Which tools are used in LBO Modeling training?+
Hands-on work runs on advanced Excel, dynamic formulas, initial scenarios, amortizations, interest and financial ratios. Those tools come from the LBO Modeling program itself, delivered on site over 4 days, so participants practise on the stack they will use at work.
What can participants do after LBO Modeling training?+
They can master the LBO structure for certified company acquisitions, develop professional sources and uses models in Excel and implement complex debt schedules and covenants. Those are the stated objectives of the LBO Modeling program at Advanced level, checked by the end-of-session assessment.
What does the LBO Modeling program cover, day by day?+
Day 1: LBO Fundamentals: Modeling the structure and sources of financing (Advanced Excel, dynamic formulas, initial scenarios). Day 2: LBO Debt Schedule: Implementing repayments and covenants (amortizations, interest, financial ratios). Day 3: LBO Returns: Calculating IRR, MOIC and sensitivity analysis (waterfalls, exit multiples). Day 4: Advanced LBO Optimization: Complex cases and professional deployment (add-ons, refinancings, audits). The LBO Modeling program runs over 4 days, delivered on site.
How is LBO Modeling training assessed?+
Assessment relies on multiple-choice quiz to validate learning outcomes at the end of the training, continuous assessment through practical LBO exercises and defense of the main project model before the expert trainer. Learni issues a completion certificate together with the individual assessment report at the end of the LBO Modeling program, which an L&D team can file as evidence.
How much does LBO Modeling training cost per participant?+
LBO Modeling training costs $4,620 per participant. For an in-company team, the flat rate starts at $7,865 for the whole group, up to 8 people. The detailed quote, sent within one business day, adjusts the amount to the format and how far the syllabus is tailored to your team.
How long does LBO Modeling training take?+
4 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.
Who pays for LBO Modeling training?+
Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
What do participants need to know before LBO Modeling training?+
Advanced Excel proficiency, knowledge of corporate finance and DCF modeling.
Is a certificate issued after LBO Modeling training?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.
Does Learni provide the equipment for LBO Modeling training?+
No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.
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