M&A Financial Modeling Toolkit
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 mergers and acquisitions (M&A) financial modeling best practices. This course is tailored to each client’s needs and experience level.
M&A Financial Modeling Toolkit Course Overview
This course is customized for the experience level and needs of each firm. Below are examples of just some of the topics and modules available.
- For investment banking firms, the training often centers on comps, deals, annual operating models, LBO, and DCF valuation, along with merger consequences (accretion/dilution) modeling and more detailed quarterly or monthly operating models.
- For private equity firms, the training often centers on LBO models, more advanced and detailed operating models, cash flow and covenant modeling, and large data set KPI and visibility analysis.
- For leveraged lenders, the training often centers on LBO models and cash flow and covenant modeling.
- For venture and growth equity firms, we also offer structured equity and waterfall modeling.
