| Quick & Dirty Basic LBO Modeling |
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This event is closed for registration
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| Date: |
6/20/07 |
| Time: |
2:00pm - 5:30pm |
| Member Cost: |
$275.00 |
| Nonmember Cost: |
$350.00 |
| Refund Policy: |
Refund less $50 non-refundable deposit available until June 18, '07.
No refunds given after June 18, 2007. Credits: Fees cannot be credited toward future courses. |
| Location: |
300 Montgomery classroom |
| Address: |
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Instructor(s):
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Hamilton Lin, CFA |
| Event Description: |
| Leveraged buyouts (LBOs) are among the most risky and complex financial transactions and typically sets the floor or minimum valuation. Sometimes, building a full-out, complex LBO model is not necessary or required if one just wants to quickly gauge the feasibility of an LBO. This class builds a short, quick and dirty LBO analysis that incorporates all the major inputs and value drivers of an LBO transaction and provides an excellent condensed overview and introduction to LBO modeling. The class starts with a short discussion on leveraged buyouts, including overview, rationale, ideal candidate and drivers of value. Then, construct and sensitize a basic, quick and dirty, leveraged buyout model from scratch; analyze basic credit and leverage statistics and equity sources that drive the LBO model; build condensed IRR (internal rate of return) sensitivity analysis to evaluate financial sponsor returns. REQUIRED EQUIPMENT - Laptop (PC prefered)
Bring your laptop with a CD-ROM to class with Microsoft Excel installed. PC laptops recommended. **IMPORTANT - PLEASE NOTE**
Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. The "Basic Financial Modeling Using Excel" course is highly recommended, but not required.
To maximize the educational value of this program, we strongly recommend that you have a basic understanding of Excel and are familiar with its functions and features. To maximize the educational value of this program, we strongly recommend that you have a basic understanding of Excel and are familiar with its functions and features. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program. |
| Other Information: |
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INSTRUCTOR:
Hamilton Lin, CFA, has a broad background in investment banking and mergers & acquisitions. He is the President and Founder of Wall St. Training (www.wallst-training.com), a financial-services training and consulting company. Wall St. Training provides hands-on classroom training and customized corporate training programs for financial analysts in Investment Banking, Equity Research, Asset Management and related fields. Prior to founding his firm, Hamilton was at a boutique investment bank specializing in the financial institutions industry. He has also worked at Hales & Co., a boutique merchant bank focused on the middle-market insurance industry; Banc of America Securities' mergers and acquisitions group; Ryan Labs; and Goldman Sachs Investment Banking. He teaches several dozens of classes a year at the New York Society of Securities Analysts, the Boston Security Analysts Society, Hong Kong Society of Financial Analysts and Stamford CFA Society. He has taught as Adjunct Professor at Baruch and Hunter Colleges in New York City, and has also appeared in Who's Who in America. |
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