# Lbo Model

Should be used when completing LBO (Leveraged Buyout) model templates in Excel for...

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill lbo-model -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill lbo-model -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill lbo-model -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill lbo-model -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

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## TEMPLATE REQUIREMENT

**This skill uses templates for LBO models. Always check for an attached template file first.**

Before starting any LBO model:
1. **If a template file is attached/provided**: Use that template's structure exactly - copy it and populate with the user's data
2. **If no template is attached**: Ask the user: *"Do you have a specific LBO template you'd like me to use? If not, I can use the standard template which includes Sources & Uses, Operating Model, Debt Schedule, and Returns Analysis."*
3. **If using the standard template**: Copy `examples/LBO_Model.xlsx` as your starting point and populate it with the user's assumptions

**IMPORTANT**: When a file like `LBO_Model.xlsx` is attached, you MUST use it as your template - do not build from scratch. Even if the template seems complex or has more features than needed, copy it and adapt it to the user's requirements. Never decide to "build from scratch" when a template is provided.

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## CRITICAL INSTRUCTIONS FOR CLAUDE - READ FIRST

### Environment: Office JS vs Python

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/model-builder/skills/lbo-model/SKILL.md