Course Overview

Master advanced financial modelling techniques essential for professionals in investment banking, private equity, and corporate finance. Dive deep into M&A modelling, Private Equity (PE) modelling, and Relative Valuation techniques through hands-on exercises and real-world case studies. This comprehensive course equips you with the skills to excel in complex financial modelling scenarios and make informed strategic decisions. 

 

Prerequisites

  • Strong understanding of corporate finance and accounting principles
  • Proficient in Microsoft Excel
  • Experience with basic Discounted Cash Flow (DCF) modelling.
  • Able to communicate in English.
  • For in-person training, do bring along a laptop that has Microsoft Excel.

Target Audience

This course is tailored for working professionals in Singapore who seeks to improve their financial literacy. It is suitable for:

  • Finance professionals seeking to enhance their expertise in financial modelling techniques.
  • Investment bankers, private equity professionals, corporate finance analysts, and finance managers.
  • Individuals aspiring to pursue careers in investment banking, private equity, or corporate finance.

Course Highlights

  • Comprehensive review of financial modelling fundamentals, including accounting principles, Time Value of Money (TVM), and investment valuation methods.
  • Hands-on experience building M&A models from scratch, calculating purchase price, goodwill, examine synergy and performing accretion/dilution analysis.
  • In-depth exploration of Private Equity (PE) modelling, covering leveraged buyout transactions, debt financing structures, and cash flow projections.
  • Introduction to relative valuation techniques, including comparable company analysis and precedent transactions analysis, with practical application in valuation modelling.
  • Real-world case studies and scenario analysis exercises to enhance critical thinking and decision-making skills in financial modelling.

Course Objectives

Upon completion of the course, participants will be able to:

  • Analyse and apply fundamental financial modelling principles, including accounting principles and investment valuation methods.
  • Develop proficiency in building comprehensive M&A models from scratch, including computing purchase price, goodwill, examine synergy and performing sensitivity analysis.
  • Understand the dynamics of leveraged buyout transactions and construct LBO models to analyse private equity acquisitions effectively.
  • Apply relative valuation techniques to identify comparable companies, build valuation models, and interpret valuation results accurately.
  • Enhance problem-solving skills through hands-on exercises and real-world case studies, preparing participants to excel in complex financial modelling scenarios.

Course Outline

  • Recap of basic financial modelling principles and concepts (accounting principles, Time Value of Money, investment valuation methods).
  • Recap basic Excel functions for financial modelling.
  • Overview of M&A process and deal structures.
  • Building comprehensive M&A models from scratch. 
  • Compute purchasing price and goodwill.
  • Perform accretion/dilution analysis.
  • Sensitivity analysis and scenario testing for M&A transactions.
  • Integration of target company financials into acquirer’s model.
  • Introduction to leveraged buyout transactions and deal dynamics.
  • Building LBO models to analyse private equity acquisitions from scratch.
  • Understand Leveraged financing structure (senior debt, subordinated debt, equity).
  • Construct cash flow projections and debt repayment schedules.
  • Perform IRR analysis, equity returns, and exit scenarios.
  • Introduction to relative valuation methodologies (comparable company analysis, precedent transactions analysis).
  • Recognize the advantages and disadvantages of relative valuation.
  • Identifying comparable companies and transactions for valuation purposes.
  • Building comparable company analysis (comps) and precedent transactions analysis models.
  • Interpreting and communicating relative valuation results.

Certification

A certificate of completion will be awarded upon successful completion of the course.

Course Fees

$788 $488