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Investment Banking / Financial modeling

  • All 8 sessions are tailored for personalized instruction
  • Each student follows the instructor teaching the class and builds the financial models along with him
  • The models are projected on a large screen in our Boardroom/Training Room for easy viewing
  • Each session is 4 hours long for a total of 32 hours of in-class live training

DELIVERING VALUE BEYOND THE LIVE CLASSES

In addition to the 8 in-class sessions attended, we also offer the following services (included in the tuition at no extra charge):

  • Job & Interview Preparation – We tailor resume revision, interview preparation, mock interviews, and placement to individual students.
  • Study Materials - Handouts will be provided to trainees. They will be in both hard copy and electronic format. This is an invaluable tool, as you will be able to use the Excel templates and reference materials at any firm where you become an analyst or associate.
  • Excel Training – We will teach you Excel basics and shortcuts giving you the practical skills to efficiently use the most widely used tool in the industry, Excel.

These are just three of the many ways we endeavor to “go the extra mile” for our trainees.

Course Materials

SESSION 1 – INTRODUCTION AND

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FINANCIAL STATEMENT ANALYSIS

  • Introduction of Banker/Instructor
  • Discussion of Syllabus
  • Introduction of Students and their Desired Goals
  • Financial Markets Overview
  • What are the Investment Banks & Private Equity Firms looking for in a potential candidate?
  • SEBI Filings, including Annual Reports and Quarterly Reports
  • Historical – Income Statement, Balance Sheet and Cash Flow
  • Financial Statement Analysis (Ratio Analysis)

SESSION 2 – COMPREHENSIVE VALUATION ANALYSIS

  • Why do we value companies?
  • Difference between Book Value and Market Value
  • Understanding Equity Value vs. Enterprise Value (EV)
  • The three (3) Generally Accepted Valuation Methodologies
    • Discounted Cash Flow Analysis (DCF)
    • Trading Multiples
    • Precedent Transactions
  • Spreading Comps
  • Combining all three (3) Valuation Methodologies

SESSIONS 3 – 4 – INTEGRATED CASH FLOW MODELING

  • Uses for a Financial Model on Sell-side and Buy-side
  • Tips for Setting up a Financial Model
  • Spreading Historic Financial Statements
  • Deriving Historic Ratios, Trends and Variables
  • Creating Five Year Projections for Income Statement, Balance Sheet and Cash Flow
  • Debt and Interest Schedule
  • Integration of Projected Income Statement, Balance Sheet and Cash Flow
  • Revolver Modeling
  • Sensitivities on Financial Model

SESSIONS 4 – 6 – COMPLETE LBO MODELING

  • Uses for An LBO Model on Sell-side and Buy-side
  • Review of LBO Model Structure
    • Purchase Price Calculations and Considerations
    • Capital Structure Options / Reviews
    • Discussion of Typical Financing Sources for LBO
    • Creation of a Sources and Uses Worksheet
    • Proforma Income Statement, Balance Sheet, Cash Flow
    • Goodwill Calculation
    • Integration of Income Statement, Balance Sheet, Cash Flow
    • Debt and Interest Schedule
    • Revolver and mandatory / option debt prepayment and impact on returns
    • Returns Analysis – IRR on debt, hybrid instruments and equity investments
  • Sensitivities on LBO model and Return Analyses

SESSIONS 6 – 7 – MERGER (ACQUISITION) MODELING

  • Uses for a Merger Model
  • How to build a Merger Model
    • Calculation of Equity Value and Purchase Price
    • Explanation of Consideration in Purchase (stock, cash, assumed debt)
    • Discussion of Multiples Paid
    • Post-Merger Control Issues
    • Synergies and pre-tax Synergies required to Breakeven
    • Revenue and EBITDA contribution
    • Proforma Income Statement
    • EPS Dilution for Acquirer
    • Discussion of Goodwill and other accounting treatment issues
    • Sensitivities

SESSION 8 – INVESTMENT BANKING PROCESS AND BEST PRACTICES, INTERVIEW SKILLS AND RESUME REVISION

  • Conclusion of Financial Modeling
  • Investment Banking Process
    • M&A and Private Placement
      • Investment Bank
      • Industry Overview
      • Market Overview
      • Client
      • Valuation
      • Process
      • Buyer/Investor Descriptions ii.
    • Financing
      • Investment Bank
      • Industry Overview
      • Market Overview
      • Client – Positioning
      • IPO Valuation
      • Marketing
      • Pitch Process
    • Sell-side Process
      • M&A Process
      • Private Placement
  • Career Resources
    • Guidelines for resume writing, structured for Investment Banking & Private Equity positions
    • Skills acquired through AustalEducation incorporated on student’s resume
    • Top interview questions and questions to ask interviewer
    • Investment Banking & Private Equity specific insight
    • What we looked for when hiring analysts and associates
    • Examples of rewritten resumes, incl. proper format/style