The LBO Engine:
Building out the Sources and Uses of Funds

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2 hours
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Course overview
In "The LBO Engine: Building out the Sources and Uses of Funds" video series, our expert instructor provides a comprehensive, step-by-step guide to constructing the critical component of an LBO model known as the "Engine." Through hands-on demonstrations in Excel, you'll learn how to structure and link the necessary spreadsheets, set up the Sources and Uses of Funds, model debt financing, and equity contributions. By the end of the series, you'll have a solid understanding of how to create a dynamic and robust LBO model, making this playlist ideal for finance professionals, aspiring private equity analysts, and anyone looking to master LBO modeling.

Available as part of our of all of our Premium Plus subscription tiers.

What's included?

  • 10 videos
  • Understand how to build and structure the Sources and Uses of Funds statement
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This video series is designed for finance professionals, investment banking analysts, private equity associates, and anyone looking to enhance their financial modeling skills, particularly in the context of leveraged buyout (LBO) transactions. Whether you're a student aspiring to break into the private equity industry, a financial analyst looking to improve your modeling proficiency, or a business professional seeking to understand the mechanics behind LBOs, this series will provide you with the knowledge and practical skills needed to construct and navigate the critical "Engine" component of an LBO model.


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 9x 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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