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Introduction to Financial Statements

Review and refresh the fundamentals of accounting critical to navigating financial statements and analyzing the health of a business.  No prior financial or accounting experience is required or assumed.

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Identifying Desirable Businesses & Operational Risks

Develop the foundational knowledge to identify patterns of what makes a business desirable, what are undesirable risks, and what tools one can leverage to manage risk. Attendees are given multiple case studies to identify positive business attributes, isolate potential risks, develop basic understanding of how to use data in evaluating a target investment, and build intuition around the strategic fit between businesses and different investors.

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Mastering the CIM Through Quantitative Storytelling

Break down the structure and content of the confidential information memorandum. Several cases are examined to demonstrate analysis commonly used for specific industries and business types. The material will help participants organize information in a digestible and user friendly format.

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Building a Prospective Buyers List

Building a prospective buyers list is a foundational skill and common assignment for deal professionals.  This course examines what to consider when putting together a compressive prospective buyers list.  It goes beyond that and helps build a framework of how to think more deeply about strategic fit and how businesses are competitively positioned within their industry segment.

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Valuation for Deal Professionals

Develop an intuitive understanding of key valuation concepts in an applied and user friendly format.  By the end of the course attendees skill and drill valuation methods commonly used by private equity and investment banking professionals.

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The Associate’s / Analyst’s Role in the Diligence Process

Much of the junior deal professional’s role is to perform due diligence.  This course explains the steps in the diligence process and its relevancy to the broader transaction, allowing attendees to anticipate what comes next and to discern between critical and less critical issues.

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Purchase Agreements:  Purpose, Structure,  Negotiations

Dissect and understand a foundational transaction document.  This course covers the structure, content, and finer points of negotiating a purchase agreement.  Attendees are split into teams and negotiate the most frequently contested points of a purchase agreement.

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Setting, Negotiating,& Documenting Working Capital Mechanisms

Learn the importance of setting the right working capital target and methods to effectively negotiate and document working capital while participating in hands-on simulations of the analysis and the documentation process.

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Building Operating Models

Construct a quantitively rigorous picture of a company’s financial health by building in real time an operating model.  Using a real world case, attendees breakdown a business in Excel allowing them to build financial projections.  This course is great for gaining tactical knowledge in how to interpret data and put hard dollar estimates to business strategies.  This course also focuses on the level of granularity required for different purposes and tradeoffs based on the level of detail relative to how the model will be used.

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Financial Modeling for the Private Equity Interview

Analysts and associates receive best practices, tips, and tricks to approaching a leveraged buyout.  This course is highly interactive, as attendees build an LBO in real-time. Graduating attendees will be able to build an LBO model from scratch under the constraints of a PE interview.  Valuable beyond the interview setting, this course builds real intuition behind the LBO model, rather than a “paint by numbers” approach.

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Valuation Waterfalls: Understanding & Modeling Equity Preference Stacks

Capital structures may include different classes of equity with different rights and preferences.  These are common in venture capital and growth equity transactions, among others.  Learn how to model complex payout preferences and other common “structured investments” that reveal the true valuation of a company and return profiles for individual securities and investors.  This course uses real world examples to walk attendees through the hands-on building of waterfall valuations in Excel.

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Select Your Own Topic

Do your deal professionals need skill development in a particular area not listed here?  Let us know, and we can create a custom program for your organization.