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Advanced Corporate Finance

Autor:   •  April 29, 2018  •  Case Study  •  580 Words (3 Pages)  •  674 Views

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Individual Assignment 4

Question 1: LBO risks, returns, and evaluation. (Numbers in $M)

$400M

Senior Secured debt

$200M  Mezz Loan

$200M Equity

  1. Capital Structure in Year 0:

[pic 1]

                      Asset                                Liabilities

Total equity investment when deal is completed: $800M-$600M=$200M.

Total leverage: total debt / total asset = $600M/$800M=0.75.

Implied Volatility (by try and error):

Current Firm Value

S0

$800.00

Volatility (per year)

σ

0.25

Years to expiration

T

5.00

Annual risk-free rate

r

4.00%

Strike Price

X

$510.51

 

 

 

 

PV[X]

$419.60

 

d1

1.43

 

d2

0.87

 

 

 

Call option value

 

$399.82

Put option value

 

$19.43

Value of Risky Debt

$400.176

Risky Debt Interest Rate

5.00%

Cumulative Interest Rate

27.63%

  • σ = 25%.

Delta for senior debt=1-0.925=0.08


  1. Interest rate calculation:

Current Firm Value

S0

$800.00

Volatility (per year)

σ

0.25

Years to expiration

T

5.00

Annual risk-free rate

r

4.00%

Strike Price

X

$903.44

 

 

 

 

PV[X]

$742.56

 

d1

0.41

 

d2

-0.15

 

 

 

Call option value

 

$199.98

Put option value

 

$142.54

Value of Risky Debt

$600.022

Risky Debt Interest Rate

8.53%

Cumulative Interest Rate

50.57%

Interest rate of total debt = 8.53%

...

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