LBO Returns

Overview

Deterministic LBO model that an agent can drive iteratively — sweep leverage, sweep entry multiple, sweep exit multiple — to bracket the return profile.

How it works

READ_ONLY. Input shape covers entry EBITDA, entry multiple, debt %, interest rate, hold years, per-year EBITDA growth, exit multiple, capex / Δ WC as % of EBITDA, tax rate, optional minDebtFloor.

Example

When a user asks:

LBO at 12x EBITDA, 55% debt, 5-year hold, exit at 10.5x.

the agent calls the tool:

lbo_model(entryEbitda=100, entryMultiple=12, debtPctOfPurchase=0.55, holdYears=5, exitMultiple=10.5, ...)

and gets back: IRR = 18.4% | MOIC = 2.32× | Debt paydown trace: Y0 660 → Y5 280

What it's good for

Real scenarios where agents put this tool to work.

Source

Implementation lives at swarmai-tools/src/main/java/ai/intelliswarm/swarmai/tool/finance/LboModelTool.java in the swarm-ai repository.

Open lbo_model on GitHub →