LBO — UPMC CARLISLE
IRR: 18.6% | MOIC: 2.35x
🛡️ Public data only — no PHI permitted on this instance.
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18.6%
IRR
2.35x
MOIC
$136.0M
Entry EV
$221.4M
Exit EV
$70.0M
Equity Invested
Sources & Uses
S&UTotal · $136.0M| Item | Amount | % | Distribution |
|---|---|---|---|
| Senior Debt | $52.8M | 38.8% | |
| Sub Debt | $13.2M | 9.7% | |
| Equity | $70.0M | 51.5% | |
| Enterprise Value | $132.0M | 97.1% | |
| Transaction Fees | $4.0M | 2.9% | |
| Total Uses | $136.0M | 100.0% |
Interpretation
INTAt 2.35x MOIC and 18.6% IRR over 5 years, this deal meets the 15-20% range — acceptable with operational upside.
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 | $21.1M |
| Exit Ev | $221.4M |
| Net Debt At Exit | $57.1M |
| Equity At Exit | $164.2M |
| Equity Invested | $70.0M |
| Total Value Created | $94.2M |
| Value From Growth | $82.7M |
| Value From Multiple | $6.6M |
| Value From Deleveraging | $8.9M |