Valuation Analyst for LBO Acquisition

Project Overview We are seeking a high-level Valuation & Financial Modeling Expert to build a sophisticated, consolidated 3-statement financial model. The core objective is to integrate our existing business operations with a multi-unit acquisition strategy to project a 5–10 year Leveraged Buyout (LBO) scenario. Strict Requirement: U.S. Based Only Candidates MUST be based in the United States. Applications from outside the U.S. will be immediately rejected without review. This is non-negotiable due to project coordination and data sensitivity requirements. Key Responsibilities 3-Statement Consolidation: Build a dynamic, integrated model (Income Statement, Balance Sheet, Cash Flow) that mirrors our current business. M&A Layering: Create an "Acquisition Overlay" that allows us to add new locations over time. The model must show the incremental impact of these acquisitions on the consolidated whole. LBO Structuring: Build the debt schedule, circularity-handled interest calculations, and exit waterfall (IRR/MOIC) typical of an LBO. Long-Term Projections: Develop a flexible 5–10 year forecast with toggleable assumptions for organic growth vs. acquisition-led growth. Technical Qualifications Advanced Excel Mastery: You should be an expert in building "clean" models (no hard-coding in formulas, clear color-coding, and audit-ready structure). LBO Expertise: Deep understanding of debt tranches, covenants, and sources/uses of funds. Consolidation Logic: Proven experience managing "Roll-up" models where multiple entities or new locations are layered onto a platform company. Prior Experience: Background in Investment Banking, Private Equity, or Transaction Advisory (Big 4) is highly preferred. Deliverables A fully dynamic Excel model (no password protection). A summary dashboard highlighting key KPIs and valuation metrics. A brief walkthrough (via Zoom or Loom) explaining the model’s architecture. Apply tot his job