The purpose of the workshop is for participants to learn how to build two key financial models: a mergers and acquisitions plus a leveraged buyout model using best practice international principles. This will include the development of combined and forecast financial statements and the mastering of the main Excel techniques (such as forecasting, risk and uncertainty issues, differing scenarios and optimisation).
They will learn how to deal with more problematic modelling issues and gain hands-on experience of applying these skills. By building complete models, participants will gain the confidence to build and revise their own mergers and valuation models.
Who should attend?
- Corporate finance executives
- Investment officers
- Head of mergers and acquisitions
- In-house lawyers
- Investment banking directors
- Senior executives responsible for M&A
- Financial controllers and managers
- Financial and business analysts
- Credit analysts
The workshop is presented using demonstrations combined with practical and interactive case studies. The exercises in each session reinforce the concepts covered in each of the units. Emphasis is placed on delegates gaining practical, hands-on experience of the design and construction of financial models in Excel. Comprehensive product notes and modelling software are provided for future reference.
Participants will receive printouts of all slides and the Excel spreadsheets used during the workshop plus a selection of templates and add-ins.
The course will be highly practical and hands-on. Participants are required to bring a notebook with MS Excel. Participants will use models and exercises to outline and develop the techniques and methods.