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Private Equity

Lecture 5-6: Deal Structuring (Financing)

Comprehensive exam-prep quiz covering leveraged finance: sources and uses of funds, management incentives and equity structuring, the leverage effect on EV and equity, key factors determining leverage, LBO debt structures, loan underwriting options, and loan agreements.

Question 9 of 50

Case

Case study: Management equity structure

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In the same buy-out, total equity is €100.4m. Management co-invests €10m of equity, equal to 10% of total equity proceeds. The equity is built from an institutional strip (the fund's and co-investors' injection) plus a small slice of sweet equity. In this deal the fund pays roughly €1,252k for one percentage point of equity, whereas management pays only about €10k per percentage point of equity. The fund's contribution carries a prior, more senior return of 8–12% p.a. accumulating.

In the case, the fund pays roughly €1,252k per percentage point of equity while management pays about €10k per percentage point. Why is management's equity described as 'super-charged' (sweet) equity?

Write your answer in your own words. It will be graded with Gemini.

Answer freely: concise wording is fine as long as it covers the lecture point.