PE Sponsor Underwrites a Carve-Out in a 2-Week Turnaround
~75%
2–4 months
Not disclosed
A PE sponsor needed to underwrite a complex carve-out from a global financial institution on a compressed timeline, evaluating many capital-structure options and operating scenarios while maintaining the accuracy required for investment-committee approval and lender negotiations.
QuantFi built a dynamic deal model with Base, Upside, and Downside operating scenarios; flexible capital-structure modules to toggle debt sizing, rates, and repayment profiles; return waterfalls modeling gross and net IRR/MOIC across sponsor, management, and co-investor tranches; and a standalone cost model isolating stranded overhead and go-forward economics.
The model let the deal team flex capital structures and scenarios in real time, isolate stranded costs, and move from LOI to a fully diligenced model in two weeks.
PE sponsors underwriting carve-outs or complex deals who need a flexible, IC-ready model turned around fast.
2-Week Turnaround
15+ Capital Structures
3 Operating Scenarios
Christian Sanford
The sponsor used a dynamic deal model that flexed 15+ capital-structure variations and three operating scenarios in real time, with return waterfalls across tranches and a standalone stranded-cost model, moving from LOI to a fully diligenced model in two weeks.
The experts built Base, Upside, and Downside operating scenarios, flexible capital-structure modules to toggle debt sizing, rates, and repayment profiles, return waterfalls modeling gross and net IRR/MOIC, and a standalone cost model isolating stranded overhead.
A two-week turnaround from LOI to a fully diligenced model, 15+ capital-structure variations evaluated in real time, and three fully modeled operating scenarios.
Two weeks from LOI to a fully diligenced model - in the under-4-weeks range.
PE sponsors underwriting carve-outs or complex deals who need a flexible, IC-ready model turned around fast.
Have a similar challenge?
