Thinking Like an Investor
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 due 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.
M&A Professions
Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Experience Level
Mid-Career M&A Pros
M&A Leaders
Delivery
Live
1 Day
Thinking Like an Investor Overview
Foundational Questions©
- Introduction to Foundational Questions©
- Foundational Questions© as the Question Behind the Question
- Project / Client Foundational Questions©
- Company / Target Foundational Questions©
- Foundational Questions© Exercise
Learning to Think Like an Investor – The Foundation
- How Businesses are Valued
- Relative and Absolute Value
- Free Cash Flow (“FCF”)
- Three Sought-After Attributes of FCF
- Desirable Business Traits & Their Impact on FCF
- The Importance of Perspective
- Risk & Opportunity
- Billionaires Brawl
Select Diligence Frameworks I
- Foundational Questions© Revisited
- Prioritization & Decision Gates
- Building Intuition & Establishing Bookends Using Fermi Math
- Finding Insights in Contradictions
- SOPs Create Consistency & Efficiency
- Using Checklists to Reduce Error Rates
Select Diligence Frameworks II
- What Does it Look Like if We are Wrong?
- What Would Easy Look Like?
- What Will Make or Break the Deal?
- Identifying Asymmetric Bets
Select Value Creation Levers & Strategies
- Review of The Three Ways PE Investors Make Money
- Acquisition Driven Growth Strategies
- Averaging Down the Purchase Multiple Via Add-ons
- Roll-up Strategies
- Sale Leaseback Opportunities
How to Interpret & Leverage Certain Diligence Resources
- Inside View: How to Interpret & Use FDD / Quality of Earnings Reports
- Inside View: How to Interpret & Use Industry Diligence Reports
- Inside View: How to Interpret & Use Legal Diligence Summaries
