How to Do a Paper LBO in an Investment Banking Interview

A paper leveraged buyout, or paper LBO, tests whether you can reduce a transaction to its essential drivers: purchase price, debt financing, cash flow, debt paydown and sponsor returns. This guide shows you how to build the analysis by hand, calculate the key outputs and explain your reasoning clearly under interview pressure.

Author: Ishaan Nair Updated 11 min read

What a paper LBO tests

A leveraged buyout is an acquisition funded with a combination of debt and equity. The private equity sponsor uses the acquired company’s cash flow to repay debt, then seeks to sell the business later for more than its remaining net debt. A paper LBO is a simplified version of that analysis completed without a full spreadsheet, usually with a calculator or pen and paper.

Interviewers are testing more than arithmetic. They want to see whether you understand enterprise value, financing, cash flow and returns as one connected process. They also care about organization: a candidate who labels assumptions, keeps signs consistent and catches an unreasonable answer is safer in a live deal environment.

Continue reading with a Guides subscription

Purchase Guides or Guides + Question Bank access to unlock the rest of this article.

Continue Learning

Explore more technical interviews guides or practice with the question bank.