Gain a 360-degree view of the overall M&A process, so you can anticipate next steps and be more effective managing the deal process. Participants leverage case studies and frameworks to understand how different diligence workflows fit together, identify patterns, and begin to think more like an investor.

Equip yourself with the knowledge to effectively analyze, negotiate, and document net working capital mechanisms to gain or preserve incremental deal economics. Participants learn how the accounting, financial, and legal considerations relate to effectuate a beneficial outcome.

Pull back the curtain to reveal the inner workings on how institutional private equity operates. Participants explore the motivations, tendencies, and trends of private equity professionals, so they can better advise, sell to, operate within, and negotiate with or against private equity firms.

Cut through the formality and legalese found in purchase agreements to build intuition and understanding of common provisions and concepts found in these core transaction documents. Participants learn to efficiently navigate, incisively interpret, pointedly question, and successfully negotiate these agreements.

Combine the 360-degree view of the overall M&A process from M&A Bootcamp with a detailed understanding of the financial due diligence process and the necessary ‘how to’ tools to perform insightful financial analysis and due diligence from FDD Fundamentals to create a powerful FDD foundation for newer FDD professionals.

Kick-start your FDD career by gaining a detailed understanding of the financial due diligence process and learn how to perform key financial analyses, such as quality of earnings adjustments, net working capital analysis, and identifying debt and debt-like items. Participants work through mini case studies to start getting repetitions on the core FDD Excel-based analyses commonly performed on the job.

Elevate your understanding and thinking by assuming responsibilities beyond your day-to-day role through a real deal simulation, where participants lead and execute a buy side FDD engagement. Teams work through a virtual data room, lead diligence sessions with the Target management, conduct financial analysis, produce a client deliverable, and present their findings to the client in a 30-minute read-out call. It is recommended participants have at least 6 – 12 months of FDD deal experience. 

Enhance your ability to effectively lead FDD deal teams and client engagements by gaining reps in a real deal simulation. Participants manage the deal team, process, and client interactions; they lead diligence sessions with Target management, evaluate staff work product, and present their findings to the client in a 30-minute read-out call.

Combine the 360-degree view of the overall M&A process and the investment banker’s role in quarterbacking that process from M&A Bootcamp with the detailed understanding and hands-on financial modeling and valuation skills necessary to add value to the deal team from the M&A Financial Modeling Toolkit to create a powerful foundation for investment banking professionals.

Build intuition, conceptual understanding, and financial forecasting, modeling, & valuation skills to build a variety of financial models based on the intended use case or purpose. Participants get hands-on, Excel-based training repetitions through a series of modules designed to teach M&A financial modeling best practices. This course is tailored to each client’s needs and experience level.

Combine the 360-degree view of the overall M&A process and how private equity firms commonly operate from M&A Bootcamp with the detailed financial modeling and LBO skills necessary to add value to the deal team and overall investment process from the M&A Financial Modeling Toolkit to create a powerful foundation for private equity professionals.

Learn to think like an investor by applying frameworks and tools in the evaluation of businesses and related investment opportunities. Participants gain an ‘inside baseball’ view of key diligence workflows and related deliverables that allows them to be more discerning in how they use, interpret, and question diligence findings in formulating investment decisions.

Effective communication reduces errors, minimizes unnecessary rework, and magnifies the impact deal teams have on a transaction. Communicative Teamwork offers essential frameworks to run effective meetings, ensure clear deliverables with deadlines are consistently assigned, and troubleshoot problems using active listening skills.

Start your new engagements with confidence and clear direction. Our ten Foundational Questions© are designed to help teams define goals and desired outcomes, reduce the likelihood of rework, and make the proverbial boat go faster.