Module IV· Regional & Structuring NotesIntermediate
Question

What is local GAAP vs IFRS, and why does it matter in an LBO?

Answer

Local GAAP (a country's domestic accounting standard) is often more conservative and creditor-oriented, while IFRS is the international, more market-oriented standard used by listed companies.

Why relevant for LBOs? Mid-market companies usually report under local GAAP, but international buyers and lenders expect IFRS figures. Net debt under IFRS is typically 30–50% higher than under local GAAP — mainly because of pension obligations and operating leases (IFRS 16 capitalizes all leases over 12 months).

Deep diveShow more details
AspectLocal GAAPIFRS
Goodwillscheduled amortization (e.g. max 10 years)impairment test only
Pensionssmoothed multi-year discount ratecurrent market rate (IAS 19)
Leasesoperating leases off-balance-sheetIFRS 16 capitalizes all >12m
InventoryLIFO sometimes permittedFIFO or weighted average
ItemLocal GAAPIFRS
Reported EBITDA$38m$45m (leases out of OpEx)
Net debt + pensions$220m$295m (higher DBO)
+ IFRS 16 lease liability+$40m
Effective leverage5.8x7.4x

The sponsor must show a clear local-GAAP-to-IFRS bridge in the model — otherwise leverage is computed inconsistently.

Question: "Which accounting standard do you use?"
Answer: "Local GAAP is the source from domestic reporting, but the LBO analysis runs on IFRS. Net debt under IFRS is typically 30–50% higher, mainly from pensions and IFRS 16. A clean bridge belongs in every IC memo, or you carry pricing risk."