Services Buy and Build
- I built a hypothetical services buyout with sources and uses, debt and add-ons.
- I tested cash needs, operating improvements and sponsor IRR and MOIC.
- I prepared an investment memo and a 100-day value creation plan.
Independent portfolio sample created 6 October 2026. Synthetic startup accounts, forecasts and hypothetical transactions are labeled in the deliverables. This sample does not represent an employer engagement or executed investment.
Analytical conclusion
The base sponsor return is 26.2% IRR and 3.21x MOIC. Returns include annual reserve-funding equity calls. Advance only at a price and debt level that preserve cash in the downside, without relying on multiple expansion or unfunded add-ons.
Project files
- index.htmlSupporting file | 3 KB
- Services_Buy_and_Build_Memo.docxWord document | 39 KB
- Services_Buy_and_Build_Memo.pdfMemo PDF | 177 KB
- Services_Buy_and_Build_Model.xlsxExcel model or data workbook | 85 KB
- Services_Buy_and_Build_Presentation.pdfAnalysis report PDF | 203 KB
- Services_Buy_and_Build_Presentation.pptxPowerPoint presentation | 36 KB