The value case is rebuilt by hand, once a quarter.
Between those rebuilds nobody knows where the number stands. Here an LBO model, synergy tracking per workstream, and the decisions picked up from your transformation meetings are combined into a Deal Value Bridge. FP&A figures are entered monthly, by hand, for now.
The model, the synergies and Tuesday's decisions are one Deal Value Bridge, not three spreadsheets. We have not found another platform that connects all three.
The Underwrite, and What Landed1:13ChaptersRead the transcript
Transcript of the film
0:00The underwrite lives in a workbook
Somebody underwrote the deal and the synergy case went into a committee paper. It has lived ever since in a spreadsheet that three people update by hand.
0:10Bring the one you already keep
You do not have to retype any of it. Bring the workbook you already have, in the format of the software that you already use. We can also work with you to add automated custom integrations to your ERP.
Our import wizard reads the targets and the quarterly actuals, and tells you what it found. Nothing is imported until you say approve it.
0:37The underwrite, written
Both the targets and actuals land together. They are now in one model instead of multiple files that nobody reconciles.
0:46The same number, now a model
It now resides securely as project context in the synergy model. The same deal value driver you signed up to, broken into the objectives it comes from, and linked to milestones in the work plan.
0:59And what actually landed against it
This is the column that decides the conversation. Procurement is running ahead of what was underwritten. The branch programme is a long way behind. See it on the project and rolled up to the fund.
Certifications, filings and independent assessments
The method began as a London Business School dissertation, awarded a distinction and supervised by Professor Eli Talmor, co-author of the field's standard textbook, International Private Equity. It decomposed operational and financial value creation on the Debenhams buyout. Atlantic is that method, now real-time software.
The whole value-creation story, operational and financial
Most tools track the financial model or the synergy tracker. Atlantic ties them into one bridge and keeps it live.
Operational and financial value, together
Total deal value is the operational attainment of synergies plus the financial levers: growth, margin, multiple, and leverage, on one bridge. Not the model or the tracker in isolation, the total.
Anticipated value recomputes as decisions and progress surface in your transformation meetings. Meeting Intelligence captures them live and attributes them to the operational value legs, so the bridge moves with the deal, not with a quarterly financial pack.
Revenue synergies flow to the growth leg, cost synergies to the margin leg. Your synergy plan is the operating value in the bridge, not a separate bar bolted on.
Anticipated, planned, realized
Every leg carries its anticipated height, the plan line, and the realized fill, with percent attained. The underwrite and the actual sit on one picture.
Validated across 34 public case studies
The LBO engine behind the bridge is tied out against 34 public case studies, and the downloadable Excel model reproduces it to the cent on the same inputs.
Real-time across the portfolio
PE firms roll deal value creation up across portfolio companies on one live view, so the fund-level picture is current, not stitched together from quarterly packs. Run it as its own project type or add the Deal Value module to an Integration or Divestiture.
Atlantic is for the IMO and the Value Creation team who run the transformation, not the fund's reporting stack. Execution trackers tell you whether initiatives are on schedule. Atlantic does that too, and models what the deal is actually worth, operational and financial, on one bridge.
Your model, your decision
AtlanticM&A does not give financial, investment, tax or legal advice. The deal model, the synergy targets and every decision taken on them belong to you and your advisers, and the numbers are set by your people. You can download the LBO model to Excel to check, review or change any figure, and our support team can help you make changes to the model.
An add-on on every plan
Value-creation modeling is Atlantic Deal Value™, an add-on on every plan, in early access: $500 per project a month billed annually, or $600 monthly. It is free to our first design partners.
Independent
For independent consultants, interim managers, independent sponsors and small corporate development teams.
from$1,000/ month
billed annually
Firm
For consultancies, private equity firms and mid-market corporate development teams running several programs at once.
from$3,000/ month
billed annually
Enterprise
For private equity portfolios and global corporate development, with the security, contract and procurement terms they require.
See full pricing for add-ons, account hold, and the tier-by-tier feature comparison.
Questions, answered
Two things. It ties operational value, the attainment of synergies, to the financial model on one bridge, and it updates in real time as information reaches the transformation program. Most teams rebuild a partial view by hand each quarter.
It began as a London Business School dissertation, awarded a distinction and supervised by Professor Eli Talmor, co-author of the standard PE textbook International Private Equity. It decomposed operational and financial value creation on the Debenhams buyout.
The LBO engine behind the bridge is tied out against 34 public case studies, and the Excel export reproduces it on the same inputs, so the number you present is the number the engine computed.
No. You set the targets in the underwrite. Atlantic models them and tracks attainment against them. There are no go/no-go scores and no automated recommendations, only your numbers against your plan.
Run Value Creation as its own project type, or add the Deal Value module to an Integration or Divestiture project. Value-creation modeling is Atlantic Deal Value™, an add-on on every plan, in early access.
Your workspace, your team, your governance. Work plans, RAID and the steering pack live where the people doing the work already are.
Delivering this for a client?
Run it here, then hand it over.
Same methodology, same quality, one consultant. When the engagement ends, transfer the project to the client account: they keep the method, the history and the reporting, not a folder of final documents.
We rebuilt 33 public LBOs from their SEC and Companies House filings and checked the Deal Value engine lands on what happened: the debt and cash at every year end, and the sponsor's return. Read what ties, what does not, and why.