Course Description
This intensive 5-day course provides a comprehensive deep dive into advanced financial modeling techniques used in investment banking, private equity, and corporate finance. Participants will learn to build complex, dynamic models for valuation, mergers and acquisitions, leveraged buyouts, and strategic decision-making. The course emphasizes best practices in model design, sensitivity analysis, and scenario planning.
Learning Objectives
- Construct sophisticated 3-statement financial models with advanced features
- Develop robust valuation models using various methodologies (DCF, comps, precedent transactions)
- Build dynamic M&A and LBO models to analyze complex transactions
- Master advanced Excel functions and modeling best practices for efficiency and accuracy
- Perform sensitivity analyses and scenario planning for strategic decision-making
- Create clear, concise, and impactful presentations of financial model outputs
Course Modules
Day 1: Advanced Financial Statement Modeling
- Complex revenue and cost modeling techniques
- Advanced balance sheet projections and circularity
- Cash flow modeling and working capital optimization
- Scenario manager and sensitivity analysis
Day 2: Discounted Cash Flow (DCF) Valuation
- Forecasting free cash flows and terminal value
- Calculating and applying weighted average cost of capital (WACC)
- Advanced DCF modeling techniques and adjustments
- Sensitivity analysis and scenario planning in DCF models
Day 3: Comparable Company Analysis and Precedent Transactions
- Selecting and analyzing comparable companies
- Calculating and applying valuation multiples
- Precedent transaction analysis and control premiums
- Creating a football field valuation summary
Day 4: Mergers and Acquisitions (M&A) Modeling
- Building an M&A model from scratch
- Modeling synergies and integration costs
- Accretion/dilution analysis
- Pro forma financial statements and deal rationale
Day 5: Leveraged Buyout (LBO) Modeling
- LBO model structure and key inputs
- Modeling complex debt and equity structures
- Returns analysis for different stakeholders
- Exit scenarios and investment decision-making
Practical Wins for Participants
- Build a comprehensive DCF valuation model for a public company
- Construct a fully functional M&A model to analyze a recent transaction
- Develop a flexible LBO model to evaluate private equity investments
- Create a professional pitch book showcasing financial model outputs
Credits: 5 credit per day
Course Mode: full-time
Provider: Blackbird Training Centre
