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Introduction

Our valuation and financial modeling modules are offered separately or bundled for those seeking to build, compliment or expand their professional skill set.

In this module, we will examine the three main valuation methodologies used in estimating the value of a corporate enterprise: publicly-traded comparables, transaction comparables and a discounted cash flow (DCF). We will further explore the differences between public and private company valuation and how it relates to making either an investment decision (minority stake) or an acquisition (change-of-control investment). We will also introduce a leveraged buyout analysis and how it can provide a fourth, and often more practical, “ability-to-pay” valuation. Finally, we will discuss special situations and approaches in valuing distressed and pre-revenue companies.



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
  • KEY TAKE AWAYS:

    - Value any kind of firm in any market (small and large, private and public) with a combination of accepted methodologies and practical insights models
    - Value special situations, such as financially troubled firms and start-up, pre-revenue firmsExcel different

    MEET OUR EXPERT


    Rick is an experienced Wall Street and Silicon Valley investment banker based in Asia. Having completed over 50 transactions totaling over US$10 Billion and having covered a broad base of fundraising and M&A advisory assignments across the globe, he has worked with a wide range of clients from Fortune 500 companies to advising start-ups. His industry experience covers chemicals, transportation, telecom, media, technology, retailing, consumer products, and security and defense industries. He is the founder of Lares Loreno Private Capital, a Singapore-based firm providing advisory and corporate finance services to small and medium-sized enterprises, family businesses and private equity investors. Rick is also a director with Fortress Group, a US-based fund placement agent and oversees their fund placement operations in Asia. Previously, Rick was a Vice President at Deutsche Bank in their Consumer Products and Retail Coverage Group in New York where he called on and worked with corporate and private equity clients globally. Prior to Deutsche Bank, Rick split his time between Merrill Lynch’s Consumer Products Group in New York and their Internet Technology Group in Silicon Valley, California where he led their Internet E-commerce investment banking group, raising capital and providing strategic advisory for companies looking to monetize or expand their existing internet businesses. Rick began his investment banking career as an associate at Donaldson, Lufkin & Jenrette (subsequently acquired by Credit Suisse). He immediately gained significant transaction experience in emerging markets, M&A and leveraged finance. He also has a corporate governance background as an independent director on the boards of directors of listed and private companies in Spain, US, China and Japan and is the trustee for an employee stock ownership plan (ESOP) for a Wang Technologies, a geotechnical engineering company in the US. He was actively involved in recruiting and training incoming analysts and associates at Deutsche Bank and Merrill Lynch and was a teaching assistant for advanced financial statement analysis at the University of Chicago – Booth School of Business. Rick is a member of the Singapore Institute of Directors and is a Chartered Alternative Financial Analyst (CAIA). He graduated with an MBA from the University of Chicago – Booth and a BS in Economics from the United States Naval Academy at Annapolis.

    Agenda

    The Role of Valuation

    • Valuation methods
    • Breakup analysis
    • Valuation ranges

    Comparable Company Analysis

    • Benefits and challenges
    • When to use
    • Identifying and developing comparables
    • Analyzing the data
    • Summarizing conclusions

    M&A Transactions Analysis

    • Control valuations
    • Benefits and challenges
    • When to use
    • Identifying and developing comparables
    • Reading deal announcements
    • Analyzing the data
    • Summarizing conclusions

    Discounted Cash Flow (DCF) Analysis

    • Benefits and challenges
    • Key components
    • Common errors in a DCF
    • Checking a DCF
    • Comprehensive DCF walkthrough

    Leveraged Buyout (LBO) Analysis

    • Benefits and challenges
    • Comparison to DCF
    • Key components
    • Simplified LBO analysis

    Registration Details





    Bank A/C Details for -
    Cheque,Cash & NEFT Payment

    Account Name: I-Deals NetworkPvt. Ltd.
    Bank name : ICICI bank
    Branch name :Gaur City
    Account no : 345205000116
    IFSC code : ICIC0003452
    Swift Details: ICICINBBCTS


    In case of queries, please email us at register@i-dealsnetwork.com or Call / Whatsapp on +91 9650920078


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    Venue

    DoubleTree by Hilton Hotel