Institutional Deal Room • Family Office LBO

Family Office Private Equity & Deal Structuring Workbench

Take-Private Insurance Brokerage Leveraged Buyout Engine
Equity IRR
15.8%
Target Hurdle: 15.0%
Return Multiple (MOIC)
2.09x
Cash-on-Cash Return
Average DSCR
1.45x
Debt Service Coverage
Sponsor Equity Check
$437.5M
Debt Borrowed: $812.5M

Capital Structure & Exit Realization ($M)

Debt Amortization & Paydown Schedule ($M)

Year EBITDA ($M) Free Cash Flow ($M) Interest Expense ($M) Principal Repaid ($M) Remaining Debt ($M) Annual DSCR
Family Office IC Briefing

Investment Committee Recommendation Memo

APPROVED PROFILE
Source Grounding: Inspired by Financial Times coverage (@FT report) on Michael Dell’s family office (DFO Management) nearing a transaction to take a private insurance brokerage firm private through structured equity and proprietary leverage syndication.
Investment memo & model JSON exported successfully!
Enjoy this tool? Build your own with Super