hard · Investment Banking

A sponsor executes a $600 million LBO with $200 million of equity. In Year 3, the company performs a dividend recapitalization by raising $150 million of new debt to pay a dividend.

If the Year 5 exit equity is $500 million, how does the dividend recap specifically impact the IRR compared to a scenario with no recap?

  1. The IRR decreases because the company now has higher interest expenses and lower exit equity value.
  2. The IRR increases because cash is returned to the sponsor earlier in the holding period.
  3. The IRR stays the same because the leverage at exit is higher, neutralizing the early cash benefit.
  4. The IRR remains unchanged because the total cash returned to the sponsor is the same.

Sign up free to see the explanation and track your rank →

More Investment Banking practice

KomFi Academy — Stop doomscrolling. Get KomFi.

Build your intelligence, anytime, anywhere.

KomFi Academy is a curated training platform with 40,000+ practice questions, 18,000+ flashcards, on-demand video lectures, podcasts, and 4K slide decks across the topics serious professionals study: GMAT, LSAT, MCAT, Investment Banking, Private Equity (LBOs & PE math), Private Credit, Quantitative Finance, Financial Accounting, Asset- Backed Securities, Volume Profile Analysis, Order Flow Trading, Market Microstructure, Volume Spread Analysis, Elliott Wave Theory, Volume-Price Analysis, and Public Offering Frameworks.

What's inside

Topics

View pricing · Read testimonials