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INTRODUCTION

Financial modeling is a departure point from valuation in that it helps to provide us with predicative assessment of what our target company would look like under particular transaction. Modeling is a crucial step in making informed investment decisions that can have a huge financial impact on companies. By attending this course, you will be able to effectively prepare, analyze and interpret financial models in corporate finance and mergers and acquisitions.



KEY TAKE AWAYS

• Gain an introductory understanding of integrated financial statement modeling
• Learn to how to forecast projections
• Become familiar with cash sweep modeling
• Acquire the ability to prepare, analyze and interpret financial models
• Construct forecasted financial statement models and perform sensitivity analysis
• Develop or improve Excel skills while learning different modeling techniques



WHO SHOULD ATTEND

• The mix of basic valuation techniques & applications provided in this seminar will appeal to a widely diverse audience.
• Equity research analysts, who are interested in examining alternatives to the multiples that they use or the linkage to discounted cash flow models
• Corporate financial officers, who want to understand the details of valuation, either because they are planning acquisitions or are interested in value enhancement strategies for their firms
• Analysts involved in mergers and acquisitions, who would like to acquire a wider repertoire of valuation skills
• Portfolio Managers who are interested in the effects of corporate restructuring on firm value, and the implications for portfolio management.
• Anyone interested in valuation


Meet Our Expert



Rick Marchese (Director, Head of Corporate Finance)

He is an experienced Wall Street and Silicon Valley investment banker having executed over 50 transactions in excess of US$10 billion in aggregate value. His expertise includes capital raising and M&A advisory assignments for a wide range of public and private clients.

Previously, Rick served as a senior banker at Deutsche Bank and Merrill Lynch. He began his investment banking career at Donaldson, Lufkin & Jenrette (subsequently acquired by Credit Suisse).

He is a Chartered Alternative Investment Analyst (CAIA) and is a member of The Family Firm Institute and The Association of Insolvency and Restructuring Advisors.

Rick has an MBA from the University of Chicago – Booth and is a graduate of United States Naval Academy at Annapolis.

Agenda

Financial Modeling Overview

• Purpose, uses and types

Introduction to LBO Modeling

• Key Components
• Financial statement forecasting
• Cash sweep and statement integration
• Purchase price calculations and considerations
• Creation of short form LBO Model
• Returns analysis
• Credit ratios

Introduction to M&A Modeling

• Merger model uses

Creation of Accretion / Dilution Model

• Calculation of equity value and purchase price
• Impact of various considerations
• Synergies and pre-tax synergies required to breakeven
• Proforma income statement
• Pro Forma EPS to acquirer




Registration Details






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In case of queries, please email us at register@i-dealsnetwork.com or Call / Whatsapp on +91 9953285105




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