medium · Private Equity paper-lbo

A sponsor acquires a business for 8.0x EBITDA and intends to achieve a 20% IRR over a 5-year hold.

If EBITDA remains flat and there is no multiple expansion, what must happen to generate the target return?

  1. The company must fully pay down all of its outstanding debt.
  2. The sponsor must ultimately sell the company for a much higher price.
  3. The sponsor must use high financial leverage and debt paydown.
  4. The sponsor must sharply increase its annual Capital Expenditures.

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