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Background

Works at Private Equity

Studied at University of Pennsylvania

Lives in Dallas, TX

Enjoys Coffee and Models

Peter Lynch

Private Equity Professional & ASimpleModel.com Founder

Investment professional with 10+ years of private equity experience. Previously a principal at Hilltop Opportunity Partners, and before that I was a VP at a private equity firm focused on control-only equity investments. I worked with the M&A team at Rabobank International in New York City, and with JPMorgan in Buenos Aires, Argentina and in Santiago, Chile. I currently serve as a director of NovaLink, Inc., and Stephen Gould Corporation.

Founded ASimpleModel.com in 2013.

9 Posts
7765 Downloads
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Excel: Dynamic Column Reference Lookup

This attached Excel workbook contains a formula I use frequently to evaluate businesses that have multiple locations and a lot of data. The SUMIF(), INDEX() and MATCH() functions can be used together to dynamically call columns of information. The trick is to input a "0" in the INDEX()...Read More

Personal Budget (Basic Version)

Over the weekend a friend of mine asked for a simple template that would help them track their expenses. This template was built to work with information downloaded from bank statements and credit card statements....Read More

Preferred Stock Schedule (Vertical)

I generally build supporting schedules horizontally so that the accounting periods match the financials above, but lately I have needed a vertical preferred stock schedule on a couple occasions. I thought I would post one here for future reference.

If you are wondering when this...Read More

Income Statement Drivers (Monthly)

This workbook presents two approaches to projecting the income statement on a monthly basis. The objective is to create a template (IS Drivers) that makes it easy to manipulate the projected period. But because the data you are working with can change substantially from one project to the...Read More

Excel: Lookup Formula With Multiple Criteria

I occasionally receive financial information about a company detailed by subsidiary, division or location. Frequently the format in which it is delivered displays the same date horizontally for each division, which means that you have multiple columns with the same date. I prefer to view...Read More

Evaluating Revenue by Customer and SKU

A template that helps evaluate revenue by customer and SKU. This can be useful for any business with customer concentration. A consistently broader SKU base might suggest that the customer is less likely to find an alternative vendor with a similarly diversified offering.

The...Read More

Leveraged ETFs & Volatility

A recent issue of Grant's Interest Rate Observer motivated me to look at the effects of volatility on levered funds. I find the combination interesting in a market growing accustomed to a lack of volatility.

Paraphrased from a recent investor letter: Since the VIX (Volatility...Read More

Real Estate Distribution Waterfall (WIP)

This is a simple example of a real estate distribution waterfall. There are 5 IRR hurdles controlling how cash flows are split between the limited partners (LPs or investors) and the financial sponsor (GP).

100% of the cash flows go to the LP until the LP has received a sum...Read More

Debt Covenant Analysis


This Excel file is an example of a schedule that would pull from a three statement model to evaluate a company's performance relative to debt covenants provided by lenders.
Senior Term Loan: This example debt schedule provides the option to project interest payments at LIBOR +...Read More

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