LBO — ST. SIMONS BY THE SEA
IRR: 20.2% | MOIC: 2.51x
🛡️ Public data only — no PHI permitted on this instance.
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20.2%
IRR
2.51x
MOIC
$9.2M
Entry EV
$16.0M
Exit EV
$4.7M
Equity Invested
Sources & Uses
S&UTotal · $9.2M| Item | Amount | % | Distribution |
|---|---|---|---|
| Senior Debt | $3.6M | 38.8% | |
| Sub Debt | $0.9M | 9.7% | |
| Equity | $4.7M | 51.5% | |
| Enterprise Value | $9.0M | 97.1% | |
| Transaction Fees | $0.3M | 2.9% | |
| Total Uses | $9.2M | 100.0% |
Interpretation
INTAt 2.51x MOIC and 20.2% IRR over 5 years, this deal exceeds the typical 20% hurdle — strong candidate.
Key drivers: Check the EBITDA bridge to identify highest-probability levers, the debt schedule for leverage trajectory, or the challenge solver to see what breaks the deal.
Returns Waterfall
WFL| Component | Value |
|---|---|
| Exit Ebitda | $1.5M |
| Exit Ev | $16.0M |
| Net Debt At Exit | $4.1M |
| Equity At Exit | $11.9M |
| Equity Invested | $4.7M |
| Total Value Created | $7.2M |
| Value From Growth | $6.5M |
| Value From Multiple | $0.4M |
| Value From Deleveraging | $0.4M |