medium · Investment Banking

A Private Equity firm performs a 'Dividend Recap' by taking on $300 million in new debt to pay themselves a dividend in Year 2 of a 5-year investment.

What is the impact on IRR and MOIC?

  1. Only MOIC increases here, since IRR is calculated solely from the final exit proceeds.
  2. IRR increases because capital is returned earlier; MOIC may be less affected or slightly increase.
  3. Both IRR and MOIC decrease meaningfully here due to the substantially higher new debt burden.
  4. IRR decreases here because the company now carries meaningfully higher annual interest expenses each year.

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