Breaking Into Wall Street Premium

Combined Excel & Modeling Fundamentals and Advanced Financial Modeling Course

Provider: Breaking Into Wall Street
Difficulty: Medium
Rating: 5

What You Will Learn

The topics in BIWS Premium are designed to give you a crash course on Excel, the fundamentals of financial modeling (accounting, valuation, the DCF, merger model, LBO model, and more), and the advanced modeling skills that you’ll use on the job in the finance industry.

Couse structure

Excel & Financial Modeling Fundamentals

·         Use Excel and master all the shortcuts – in Excel 2003, Excel 2007 / 2010 / 2013, and both the PC and Mac versions.

·         Build a 3-statement projection model and answer accounting questions in interviews.

·         Value a company – how to find public comps and precedent transaction and get the right data, and how to build a DCF model to value a company based on its future cash flows. And then how to use the valuation output in a stock pitch, a pitch book, and an equity research report.

·         Create a merger model – learn what happens when one company acquires another one, how to evaluate accretion / dilution and other metrics, and how to use the financial metrics to advise your clients on what to do..

·         Build LBO models – how to set up the assumptions, create debt schedules, model interest and principal repayments, and calculate the IRR and MoM multiples... and then make an investment recommendation.


Advanced Financial Modeling

  • Lessons cover advanced operating modelsvaluation based on SEC filings and equity researchcomplex merger modeladvanced LBO model, and pitch book / deal commentary.
  • Operating Model lessons that teach you how to create adetailed 3-statement model, including revenue and expense buildsnoncontrolling and equity interests,PP&E schedulesdeferred taxes, and quarterly projections.
  • Valuation lessons that cover how to spread comps, adjust for non-recurring charges, calendarize financials, how to value NOLs and equity investments, and how to complete advanced DCF analysis including mid-year discounts and stub periods; you'll also learn future share price analysissum-of-the-parts valuation, andliquidation valuation.
  • Advanced Merger Model coverage teaches you how tocombine all 3 statements, create multiple scenarios, build an advanced purchase price allocation schedule, calculate revenue and expense synergies by segment, and factor in book/cash taxes and Section 382 NOLs.
  • Advanced LBO Model lessons show you how to modify an operating model to make it into an LBO model, and how to build in support for 7 debt tranchesmultiple capital structure scenarios, and an advanced debt schedule with mandatory and optional repayments.
  • You'll also get a sample pitch book and PowerPoint crash course as well as commentary on the deal.