1.7x MOIC in worst case, above 1.0x principal protection. 6. Key Risks & Mitigants | Risk | Impact | Mitigation | |------|--------|-------------| | Slower add-on integration | Revenue synergies delayed | Hire integration VP pre-close; use holdco cash for earnouts | | Customer concentration | Loss of one large client | Contractual minimums; cross-sell to reduce churn impact | | Multiple contraction at exit | 1x lower multiple | Improve EBITDA margin to 33% to justify 9.5x+; secondary exit to strategics | 7. Recommendation & Next Steps Recommendation: Proceed to exclusive due diligence with a $120M equity commitment .

Candidate: [Your Name] Firm: [Target PE Fund Name] Case Type: Leveraged Buyout (LBO) / Platform Investment Target Company: [e.g., “MediTech Solutions” – a healthcare IT provider] Date: [Current Date] 1. Executive Summary MediTech Solutions is a profitable, growing B2B healthcare SaaS business with $50M in LTM revenue, 25% EBITDA margins ($12.5M), and a sticky customer base (120% net revenue retention). The company fits our fund’s strategy of acquiring founder-owned, niche software businesses with high switching costs.