Scenario-Driven Modeling Supports Complex PE Carve-Out

QuantFi partnered with a PE sponsor on a carve-out from a global financial institution, delivering scenario-driven modeling to optimize structure, quantify risk, and drive investment conviction.

15+
capital structure variations evaluated in real time
QuantFi's modular build allowed the deal team to toggle leverage, pricing, and amortization scenarios instantly, accelerating debt sizing and negotiation.
3
fully modeled operating scenarios supported investment committee approval
Base, Upside, and Downside cases gave stakeholders clarity on risk-adjusted returns and helped frame diligence priorities.
2
week turnaround from LOI to fully dilligenced model
QuantFi’s speed and responsiveness enabled the sponsor to enter exclusivity with confidence and maintain momentum through close.

🧩 The Problem

QuantFi built and maintained a dynamic deal model that incorporated:

  • Multiple operating scenarios (Base, Upside, Downside) to evaluate sensitivities in topline recovery, margin expansion, and synergies.
  • Flexible capital structure modules to toggle between debt sizing options, interest rates, and repayment profiles.
  • Return waterfalls modeling gross and net IRR/MOIC across sponsor, management, and co-investor tranches.
  • A standalone cost model to isolate stranded overhead and estimate true go-forward economics.

QuantFi worked directly with deal leads, bankers, and operating partners to update the model in real time during exclusivity.

💡 QuantFi's Solution

QuantFi built and maintained a dynamic deal model that incorporated:

  • Multiple operating scenarios (Base, Upside, Downside) to evaluate sensitivities in topline recovery, margin expansion, and synergies.
  • Flexible capital structure modules to toggle between debt sizing options, interest rates, and repayment profiles.
  • Return waterfalls modeling gross and net IRR/MOIC across sponsor, management, and co-investor tranches.
  • A standalone cost model to isolate stranded overhead and estimate true go-forward economics.

QuantFi worked directly with deal leads, bankers, and operating partners to update the model in real time during exclusivity.

🚀 The Results

The sponsor was able to confidently underwrite the transaction with a balanced capital structure and a clear view of both downside protection and upside optionality. The model became the central source of truth for IC presentations, lender discussions, and management alignment.

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Scenario-Driven Modeling Supports Complex PE Carve-Out

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