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Apex Capital Partners

Corporate Finance & LBO — UK SaaS Acquisition

A fully integrated leveraged buyout model for Vantage Workforce Learning Ltd, a fictional UK SaaS business, built end to end from operating assumptions through to an investment committee recommendation. The model runs a dynamic three-statement build from a single assumptions dashboard, valuation via DCF and bottom-up WACC (Hamada beta relevering, CAPM), a multi-tranche debt package with PIK mechanics and cash sweep waterfall, IFRS 3 purchase price allocation, driver-based FP&A, and a complete scenario and sensitivity framework.

Target
Vantage Workforce Learning Ltd (UK SaaS)
Structure
Multi-tranche LBO with PIK & cash sweep
Model
16 linked tabs, 9 exit scenarios
Deliverable
Full investment committee memo

Full model — all 16 tabs

Cover and assumptions, operating model (revenue, headcount, capex, working capital), debt schedule, three-statement forecast, IFRS 3 PPA, WACC, DCF valuation, LBO returns, scenarios, and integrity checks.