Private Equity Dealsheet Template
Here’s a template for a private equity deal sheet. It provides a clear, organized format for summarizing key deal details, and you can customize it according to your needs:
Here’s a template for a private equity deal sheet. It provides a clear, organized format for summarizing key deal details, and you can customize it according to your needs:
Private Equity Deal Sheet Template
Below are some bullets that help to explain this further, and here is a google spreadsheet template that you can use and make a copy: https://docs.google.com/spreadsheets/d/1yRwVgimjFdoyibHztsLec2HUM-I4EBm_9PJ5e93pIL8/edit?usp=sharing
Deal Overview
Transaction Name: [Name of the transaction]
Date of Deal: [Date]
Private Equity Firm: [Name of the private equity firm]
Target Company: [Target company's name]
Sector/Industry: [Industry of the target company]
Deal Type: [e.g., Buyout, Growth Equity, Recapitalization, etc.]
Deal Value: $[Amount of the transaction]
Transaction Structure: [e.g., All-Cash, Debt Financing, Equity Financing, etc.]
Ownership Percentage: [Percentage of ownership acquired]
Equity Investment: $[Equity portion invested]
Debt Financing: $[Debt portion of the transaction]
Exit Strategy: [Planned exit strategy, e.g., IPO, sale, merger, etc.]
Target Company Details
Company Name: [Full name of the target company]
Headquarters: [Location of the target company]
Founded: [Year]
Revenue: $[Latest revenue number]
EBITDA: $[Latest EBITDA number]
Key Products/Services: [Key offerings of the target company]
Management Team: [List key executives or management team members]
Investment Thesis
Rationale for Investment:
[Brief explanation of why this deal is attractive and aligns with the fund's strategy, including growth potential, operational improvements, or strategic fit.]Value Creation Plan:
[Outline how the private equity firm plans to create value post-investment, such as through operational improvements, strategic acquisitions, or organic growth.]
Deal Team & Advisors
Lead Investor: [Lead firm/investor in the transaction]
Co-Investors: [Other investors or firms involved in the deal, if applicable]
Advisors:
Financial Advisor: [Name of financial advisor]
Legal Advisor: [Name of legal advisor]
Tax Advisor: [Name of tax advisor]
Other Advisors: [Any other advisors involved]
Financing Structure
Equity Contribution: $[Amount]
Debt Financing: $[Amount]
Debt Type: [e.g., Senior Debt, Mezzanine, Subordinated Debt, etc.]
Debt Providers: [List banks/financial institutions providing the debt]
Interest Rate: [Rate]
Maturity Date: [Date]
Transaction Fees: $[Amount]
Exit History (if applicable)
Previous Exits: [List any prior exits related to this company or its business model]
Exit Multiples: [Relevant exit multiples, if applicable]
Exit Timeframe: [Approximate exit timeline or period]
Post-Transaction Considerations
Integration Plan: [Summary of post-deal integration strategy]
Expected Synergies: [Estimated synergies from the deal, such as cost savings, revenue growth opportunities, or operational improvements]
Key Risks: [Any major risks or challenges to the success of the transaction]
Exit Strategy/Timeline
Planned Exit Strategy: [e.g., IPO, sale, recapitalization]
Expected Exit Timeframe: [Timeframe for exit, typically 3-7 years]
Target Multiple on Investment: [Expected ROI or return multiple]
Additional Information
Legal/Regulatory Issues: [If there are any legal or regulatory challenges to consider]
Special Terms: [List any unique deal terms or special conditions]
This format is designed to provide a concise but comprehensive overview of a private equity transaction, helping investors, analysts, and stakeholders quickly assess the critical details of the deal.