Module IV· Returns DisaggregationIntermediate
Question

How do you measure operating improvement separately from market conditions?

Answer

Operating improvement is EBITDA growth from sponsor actions, separated from market tailwinds and acquired EBITDA. The standard formula:

```
Total EBITDA growth = Operating improvement
+ Market / industry growth
+ Acquired EBITDA (M&A)
```

pure operating improvement is often smaller than believed — market growth and M&A often drive the bulk of the EBITDA increase. A clean disaggregation shows the IC what the sponsor actually contributed.

Deep diveShow more details
ComponentValueCalculation
Year 5 EBITDA total$70m
− Year 0 EBITDA($50m)
= Total EBITDA growth$20m
− Industry-average growth($10m)4% p.a. × $50m × 5 years
− Acquired EBITDA (bolt-ons)($8m)from M&A
= Pure operating improvement$2mleft for sponsor performance

market growth 30–50%, acquired EBITDA 20–40%, pure operating 20–40%.

LeverEBITDA impact
Pricing optimization+1–3%
Cost-out (procurement, SG&A)+2–5%
Sales effectiveness+2–4%
Footprint optimization+1–3%

Question: "How much of your EBITDA growth is sponsor action?"
Answer: "Important to separate in the pitch. Operating improvement from the plan is ~30–40% of total growth. The rest is riding the market and M&A. A clear disaggregation signals modeling depth — many sponsors lump it all together"