Equity Waterfall Excel Example

by a searcher from The University of Georgia - Terry College of Business

1 year ago

I am building my pro-forma investment model for an acquisition and am planning to utilize the following financing structure: 

Funding: 80% Seller Debt at 12%, 15% Preferred Equity at 10%, 5% Common equity. 
Returns: 50-50 catch-up to a 20% IRR, then 80%-20% Common-Preferred split

I wanted to see if anyone would be willing to share their excel model that contains an equity waterfall section for a scenario anywhere close to this.

Thanks!

3 likes
204 views
4 comments

professional

We use a similar model to structure the deals we work on. My email is --@----.com would love to connect.

11 months ago | like reply | 0 likes

searcher

would love to see the model as well!

1 year ago | like reply | 0 likes

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