medium · Private Equity value-creation

A sponsor acquires a platform at 10.0x and targets a 3.0x MOIC over 5 years. They plan to double EBITDA through organic growth and add-ons. If they pay 6.0x for all add-ons and the exit multiple remains 10.0x, the add-on program will:

  1. Dilute the total return due to the complexity of integration
  2. Have no impact on the return if the blended entry multiple equals the organic case
  3. Accelerate the IRR and improve the MOIC beyond the organic case
  4. Only improve the IRR if funded entirely with debt

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