IBI Brochure

Download as pdf or txt
Download as pdf or txt
You are on page 1of 28

Investment Banking

Institute
We make Investment Bankers
ABOUT US :
We are No.1 Institute for Investment Banking & Financial
Modelling with Valuation for Merger & Acquition including
IPO Valuation Training

We 16 years old Institute with 100% Placement Record.


Our prime objective is to provide High paying Investment
Banking job through our program.

Our Training program is designed after core research by


Investment Bankers & its regularly modified as per IB
Industry need.

We make sure that our students are placed in MNCs after


completing their Course.
100% Placement Record from last 16 years
2015
2008

9000+ STUDENT GOT PLACED WITH 309+ PLACEMENT PARTNERS

2018 2009
Sectors where financial modelling is needed

JOB PROFILES INDUSTRIES COMPANIES

Investment Banker Investment Banking Moody's Analytics


Financial Analyst Project Appraisal Evalueserve
Venture Capital Analyst Private Equity Ernst & Young
Merger & Acquition Analyst Hedge Funds Barclays Capital
Equity Research Analyst Equity Research SBI Capital
Private Equity Analyst Corporate Finance Crisil
Wealth Manager Asset Management JP Morgan

Portfolio Manager Rating Agencies D E Shaw


Credit Analyst Venture Capital Morgan Stanley

many more.. many more.. many more..


OUR PLACEMENT PROCESS

Interview Completed Resume Satisfactory


Technical Yes
Capston Mock
Training Preparation Preparation
Project ? Interview ?

No
No Yes
Unlimited Job Interviews for next 3 years Personal Training

Alter Resume / Personal Guidance Need Soft


skill
Yes Training ?
Post Personal Guidance
Placed
No
Guidance
NOT SELECTED
Scheduling Sending
Interviews Resumes
JOINED SELECTED
Course Content

Detail ed and Extensive Training on FINANCIAL MODELLING &


VALUATION for Investment Banking

1. Basic Excel
BBH Brand Guide V. 1 | 2020

11. Merger & Acquisition Analysis


2. Advance Excel
12. Interview Preparation
3. Financial Statement Analysis
13. Company Profiling
4. Ratio Analysis
14. Price Chart Rebasing
5. Industry based Financial Models
15. PitchBook, Benchmarking
6. Construction based FM
16. Dashboards / Pivot Table
7. DCF Valuation
17. IPO Valuation
8. Relative Valuation
18. Business valuation
9. Transaction Valuation
19. Mock Interview
10. Macro using VBA
20. Capston Project
1. Basic Excel Formulas & Functions

Define short cut key to open Excel


Basic Mathematical Functions: Sum, Average, Sub Total, Sum Product
Basic Insert and delete short cuts to improve working with Excel
Customizing Short cut keys, Find and Replace, AutoFill
Paste Special, Sorting, Go to Special, Clear tools, AutoFill, Formulas Auditing tools
Logical Functions:IF, Nested IF, IF with And & Or, Use of $, Use of & to concatenate
Statistical Functions: SumIF, SumIFs, AverageIF, AverageIFs, CountIF, CountIFs
Database Functions:Dsum, Daverage, Dmax, Dmin, Dcount, Dget
Math & stat Function:Rank, Large, Round, Trunc, Int, Mround, Ceiling,Floor Etc
Three dimensional Formulas, SubTotal to summarize the data, Remove duplicates, Text to
Columns
Working with Ranges, Conditional Formatting, Grouping and many more..
2.Advance Excel Formulas & Functions

Information Functions: IfError, IsError, IsNumber, IsBlank, Cell


Lookup Functions: Vlookup, Vlookup with IF, Match and IsError, Index, Indirect, Nested Vlookup,
Hlookup, Choose, Offset, Hyperlink, Address, Rows etc
Text Functions: Right, Mid, Find, Search, Len, Trim, Replace, Substitute, Proper, Upper
Advance Sorting, Filter, Adv Filter, Data Validation, Consolidate, Define ranges
Protection of ranges, sheets, workbook, Track changes, working with multiple worksheets and
workbooks, save workspace, Spinner, scroll bar, List box, combo box
3. Data Analysis Tools of Excel

Information Functions: IfError, IsError, IsNumber, IsBlank, Cell


Lookup Functions: Vlookup, Vlookup with IF, Match and IsError, Index, Indirect, Nested Vlookup,
Hlookup, Choose, Offset, Hyperlink, Address, Rows etc
Text Functions: Right, Mid, Find, Search, Len, Trim, Replace, Substitute, Proper, Upper
Advance Sorting, Filter, Adv Filter, Data Validation, Consolidate, Define ranges
Protection of ranges, sheets, workbook, Track changes, working with multiple worksheets and
workbooks, save workspace, Spinner, scroll bar, List box, combo box
4. Financial Statement Analysis & Accounting

Income Statement, Balance Sheet, Cash Flow Statement defined and importance explained
Go through every line item of the Financial statements and Related accounting standard
Interactions between financial statements and do an Impact analysis
Understand how financial statements are linked and how change in one item affect the others
Overview and explanation of all major financial ratios and there uses in difference sectors
DuPont RoE
Understand various accounting methods used and their implication to the Financial Statements
Learn all the three Financial Statements with Numerical Examples and cross check with the Annual
Methods of Consolidations of a subsidiary company with the holding company
Financial Reporting vs Tax reporting, Reasons for Deferred tax
Complete with exercises that test and reinforce covered concepts.
5. Create Financial Models for Telecom Industry

Building comprehensive financial model from scratch for a Listed Company in Telecom Sector.
Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow
statements with required item based schedules.
Learn to How to define assumptions for a Telcom Company
Integrate assumptions and drivers into financial models based on the information available in the
Annual report.
Design various supporting schedules of: Working Capital, Deferred Taxes, Property, plant and
equipments / Depreciation, Intangible Assets, Retained Earnings , and Debt & Interest
Calculate Ratios to identify Strength and weakness of the Firm
Perform sensitivity & Scenario analysis using data tables, Choose and Offset
Balance the model using the debt schedule and debt sweep logic.
How does the revolver facility actually balance the model?
How the financial statements are integrated using the Interest schedule?
What are circular references, why should they be avoided and how to deal with circular references
6. Oil & Gas Financial Modelling

Oil and Gas accounting and Financial statements analysis


Links between three Financial statements and how they are different with normal companies
Understand different types of Oil & Gas Reserves
Learn different ways of presenting Oil & Gas reserves capacity, production into units
Conversion factor of Oil to Gas and Gas to Oil
Factors determining crude oil and natural gas prices
Learn O&G terminology, units, and key related terms
Distinguish between full-cost and successful efforts accounting methods
How to Forecast crude oil and natural gas prices
Various ways to project Revenue of E&P company and how to project operating expenses
Make projections for Exploration cost
7.Discounted Cash Flow (DCF) Modelling

Using cash flows forecasted in the course, participants learn to prepare a DCF valuation model in
Excel from scratch
Understand differences between Enterprise value & Equity value, relative value & intrinsic value,
Un-levered and levered free cash flows, and the implication on Enterprise value and implied share
price.
Deal with Non-equity claims, WC, CapEx and debt related items
Calculate Terminal value with Multiple and Perpetual method
Use of CAPM to calculate the discount rate by deriving the cost of debt of equity.
Understand the role of capital structure in determining beta, the cost of equity, and ultimately WACC.
Calculate shares outstanding using the treasury stock method when Dilutive securities are ITM (In-
the-Money)
Utilize the enterprise value to determine implied share prices.
Calculating net debt and treatment of debt equivalents such as preferred stock, convertible securities
, capital leases , and minority interest
Calculating options and convertible securities using both the standard and treasury stock methods
8. Relative Valuation Modelling in Excel

Participants learn to select appropriate comparable companies by evaluating operational, financial,


size, and other similarities
Set evaluation benchmarks & select comparable companies
Gather appropriate financial history and projections
Normalizing operating results and calculating LTM operating results
Exclude nonrecurring charges, normalize for stock option expense
Standardize various expense classifications including FIFO to LIFO inventory accounting
Calculate shares outstanding using the treasury stock method
Input financial data & calculate and interpret financial and market ratios
Presenting trading comps by structuring output schedule
Selecting and Evaluating Appropriate Multiples (P/E Trailing and forward, EBIT Multiple, EBITDA
Multiple, P/B Multiple, Revenue Multiple, PEG)
Calculate and interpret financial and market ratios Common analytical challenges including
Calandarization, nonrecurring items, dilutive securities, and classification issues are addressed using
industry best practices.
9. Transaction Valuation Techniques

Company Description
Identification of Comparable companies
Computation of Equity Value
Determination of Net Debt Assumed
Calculation of Firm Value and share price
Calculation of LTM Net Income, EBITDA and EBIT
Computation of transaction multiples
10. Merger & Acquisition Analysis

Design and Set up a control area for assumptions and drivers


Learn to deal with deal assumptions and various issues like (% cash vs. stock considerations, Purchase
premium, Asset write-ups, Advisory fees, Financing fees, and severance fees)
Use of Treasury method to calculate shares outstanding
Appropriate treatment of convertible securities like Options, Warrants, Convertible debt and Preferred
stock
Calculate Goodwill while allocating Purchase price to assets after re-evaluation of the assets of the
target company
Adjust the Balance sheet and prepare the pro-forma Balance Sheet
Calculating Sources & Uses of funds with making the operating & synergy projections
Calculate the EPS post merger after making the adjustments to Income statement and prepare the
pro-forma Income statements
Synergies required to break-even before and after tax if premium is paid
Sensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions, premium
paid.
Analysis of contribution of Revenue, EBITDA, and Net Income post merger
11. Basic & Semi Advanced Macro (VBA)

Understanding Macro (VBA)


Recording a Basic Macro, assign short cut key, adding comments to macro
Write basic Macro to Understand VBE environmentRunning a macro, Saving Macro file, debugging
the macro, Understanding Security
Understand Input box, msgbox Commands, create interactive macro
Do while…..Loop, Do Until…….Loop, For……Next, IF, If with IF
Understand various events, protection of macros
User Defined Functions, Error handing, break points
12. IPO VALUATION

Detailed procedure and analysis of an upcoming intial public offer. How to perform valuation of an
IPO. Techniques of IPO Valuationn price band Analysis, etc
13. Business valuation

Business Analysis and Performing Techniques of Business Valuation in diferent sectors projects, etc.
Four Certification
ADD VALUE TO YOUR RESUME WITH FOUR Certificates

Proficient in Financial Modelling using Excel & Macros


&
Certified valuation analyst with ipo valuation and m&a

Advance excel expert ( International certification)

CERTIFICATION FROM NSE


What you'll Get:

Life Time Access Interview Preparation


Lifetime Access on web Login(LMS) Ideal Resume Making session for
on IBI website and Mobile App Investment banking and other core
Finance roles

4 Certification 16+ Experienced Faculty


You'll be getting Four certificates Learn financial modelling & Valuation
after completion of this course from the experts

Placement Email Support


Handhold Placement Support till final You can clear all your doubts with us
Placement
Our Placement Partners

250+ more
Our Recent Placements

GEETANJALI SHARMA PRANAV GAKHAR


EQUITY ANALYST BUSINESS ANALYST

PRANSHU GOSWANI MANYA BHADAURIYA


BUSINESS ANALYST BUSINESS ANALYST

PREETI LATA SHIVAM BAJAJ


EQUITY ANALYST FINANCIAL ANALYST
What are students have to say:
Contact Us

+91 74284 49489


To Enrol : + 91 9896999313

Or
Visit : Ibinstitute.in

To Arrange Callback

9896999313 - 7428449489

You might also like