How to build a recap into a LBO model

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    3-4 hours
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Course overview
"How to Build a Recap into an LBO Model" is a video playlist designed to guide viewers through the process of incorporating a recapitalization into a leveraged buyout (LBO) financial model. The playlist covers key concepts and steps, such as understanding the purpose and mechanics of a recapitalization, setting up the necessary worksheets and formulas within the LBO model, and accurately reflecting the impact of the recapitalization on the company's capital structure, cash flows, and returns. By following the tutorials in this playlist, viewers will gain the skills and knowledge needed to effectively model a recapitalization scenario within the context of an LBO, enhancing their ability to analyze and evaluate complex financial transactions.

Available as part of our Premium Plus subscription tiers.

What's included?

  • 11 videos
  • What is a recap and how do model them
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This video playlist is ideal for financial professionals, investment bankers, private equity analysts, and business students with a basic understanding of financial statements, Excel modeling, and leveraged buyouts. It provides valuable insights for those involved in mergers and acquisitions, leveraged finance, or corporate restructuring, helping them create comprehensive LBO models and make informed decisions in complex financial transactions.


We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 8x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to 
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