lbo-model

LBO Model helps complete Leveraged Buyout model templates in Excel for private equity transactions, deal materials, and investment committee presentations. It addresses the exacting requirements of professional financial modeling: filling in live formulas rather than hardcoded results, validating calculations, and applying consistent, presentation-grade formatting that adapts to whatever template structure is provided.

The skill leads with a template-first requirement — always use an attached template exactly, or offer a standard template with Sources & Uses, Operating Model, Debt Schedule, and Returns Analysis, and never build from scratch when a template is supplied. It handles two environments: Office JS inside a live Excel add-in (setting range.formulas and native recalculation, with a documented merged-cell pitfall) and standalone .xlsx generation via Python/openpyxl (writing formula strings then running a recalc step). Core principles insist every calculation be an Excel formula referencing other cells so the model stays dynamic, sign conventions stay consistent, and work proceeds section by section with user verification at each step. It codifies formatting conventions: font colors distinguishing inputs, formulas, same-tab links, and cross-tab links (blue/black/purple/green), a restrained blue-and-grey fill palette, and standard number formats for currency, percentages, and multiples. A template-analysis phase maps structure, timeline, and input-versus-formula cells before any editing.

It targets private equity analysts, investment bankers, and finance professionals building or populating LBO models. The skill is benign productivity tooling operating on spreadsheet files locally, with no network access, credential handling, or destructive operations.