FDD Manager & Director Capstone
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.
FDD Manager & Director Capstone Course Overview
This course differs from the FDD Associate Capstone course in that it is designed for more experienced FDD professionals already highly confident and proficient in the financial analysis portion of the job but who are looking to get more reps, guidance, and feedback on more effectively managing the process and its various constituencies (e.g., interacting with senior FDD leadership, junior FDD staff, corporate clients, financial investor clients, investment bankers, target company management teams, among others).
Key Concept Review
- Review of Key Topics from FDD Bootcamp*
*Note: If participants have not taken FDD Bootcamp, M&A Bootcamp, or Foundational Questions©, then it is recommended that at a minimum participants take the Foundational Questions© as pre-work before attending the course.
Acme Case Study
- Pre-work: Review Preliminary Data Package (CIM, LOI, and related documents) Using Active Reading and Active Notetaking Skills
- Acme Case Study Foundational Questions©
Acme Deal Simulation
- Spin Up Deal in Teams of 2 – 4 Participants
- Initial Data Package Review
- Complete & Discuss Foundational Questions©
- Prepare Scope with a Focus on Prioritization of Key Procedures / Analyses
- Lead Internal Team Kick-off Call, Focus on Ensuring Junior Staff Understand the Business and Roles, Responsibilities, and Expectations
- Review Junior Staff IRL & Provide Feedback
- Prepare Client and Target Meeting Agendas and Email Correspondence
- Provide Junior Staff Data Room & Data Request Guidance
- Review Junior Staff Databook Analyses & Output
- Lead Target Management Meetings & Calls
- Interpret Analyses & Determine Key Findings & Takeaways
- Prepare Key Findings & Takeaways Portion of FDD Report
- Manage the Client
- Manage the Internal Partners on the Transaction
- Manage the Investment Banker
- Lead the Client Read Out Call
- Real Time Feedback
