Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants

Detalhes bibliográficos
Autor(a) principal: Wortmann, Luisa
Data de Publicação: 2022
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/161126
Resumo: This work project discusses the hypothetical acquisition of Verallia S.A., a leading French container glass manufacturer. A leveraged buyout financial model was used to project Verallia’s performance in the next 5-7 years in an investment case, bank case, and pessimistic case. This includes various operational improvements, the required capital structure to finance the acquisition, and an add-on acquisition. Using inputs about the company’s market, competitors, and strategic development during the assumed 5-year holding period, an internal rate of return of 23.6% and a money-on-money multiple of 2.9x was achieved for the PE sponsor, demonstrating the soundness of the investment.
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spelling Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinantsPrivate equityLeveraged buyoutGlass industryInvestment decisionDomínio/Área Científica::Ciências Sociais::Economia e GestãoThis work project discusses the hypothetical acquisition of Verallia S.A., a leading French container glass manufacturer. A leveraged buyout financial model was used to project Verallia’s performance in the next 5-7 years in an investment case, bank case, and pessimistic case. This includes various operational improvements, the required capital structure to finance the acquisition, and an add-on acquisition. Using inputs about the company’s market, competitors, and strategic development during the assumed 5-year holding period, an internal rate of return of 23.6% and a money-on-money multiple of 2.9x was achieved for the PE sponsor, demonstrating the soundness of the investment.Carvalho, InêsRUNWortmann, Luisa2023-12-12T15:29:44Z2022-12-162022-12-162022-12-16T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/161126TID:203311442enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T05:43:56Zoai:run.unl.pt:10362/161126Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:58:22.880453Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
title Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
spellingShingle Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
Wortmann, Luisa
Private equity
Leveraged buyout
Glass industry
Investment decision
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
title_full Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
title_fullStr Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
title_full_unstemmed Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
title_sort Leveraged buyout of Verallia S.A.: Return analysis – Comparing return scenarios and success determinants
author Wortmann, Luisa
author_facet Wortmann, Luisa
author_role author
dc.contributor.none.fl_str_mv Carvalho, Inês
RUN
dc.contributor.author.fl_str_mv Wortmann, Luisa
dc.subject.por.fl_str_mv Private equity
Leveraged buyout
Glass industry
Investment decision
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Private equity
Leveraged buyout
Glass industry
Investment decision
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description This work project discusses the hypothetical acquisition of Verallia S.A., a leading French container glass manufacturer. A leveraged buyout financial model was used to project Verallia’s performance in the next 5-7 years in an investment case, bank case, and pessimistic case. This includes various operational improvements, the required capital structure to finance the acquisition, and an add-on acquisition. Using inputs about the company’s market, competitors, and strategic development during the assumed 5-year holding period, an internal rate of return of 23.6% and a money-on-money multiple of 2.9x was achieved for the PE sponsor, demonstrating the soundness of the investment.
publishDate 2022
dc.date.none.fl_str_mv 2022-12-16
2022-12-16
2022-12-16T00:00:00Z
2023-12-12T15:29:44Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
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dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/161126
TID:203311442
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