medium · Private Credit & Debt fund-structures-returns-economics

An LBO structure uses a Management Ratchet where management's 10% equity stake increases to 20% if the sponsor achieves ≥ 2.5x MOIC. The sponsor and management together invest 200M (180M sponsor, 20M management).

If the company is sold for 600M of equity value, what is the sponsor's realized MOIC?

  1. 3.00x
  2. 2.50x
  3. 2.67x
  4. 2.40x

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