Hong Kong

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"I thought the public course structure was excellent as it flowed seemlessly from topic to topic. The trainer used real world examples, which really helped my understanding of complex subject matter." ~ finance analyst, global investment bank

Who should attend the course?

Undergraduates, Interns and Graduates

Securing a graduate scheme at a top financial organisation without work experience can be challenging. Ideally, they would like you to have intern experience and to be passionate about finance. Financial institutions will often select only the best prepared candidates to be fast tracked into their graduate scheme. If you aspire to work in corporate finance, M&A, private equity, asset management, private banking, global markets or sales and trading, you will need to be numerate and excel at analyzing financial and market information. By attending an AMT public course, you will learn about financial statement analysis, financial modeling and valuation. You will gain the knowledge and skills for those all important interviews.

 

Experienced Finance Professionals

Working for a leading financial institution means you will be working in a highly competitive environment. In order to stay ahead you will need to keep pace with your colleagues. AMT’s public courses ensure that you maintain and enhance the knowledge and skills you need to continuously deliver a professional level of service to your clients. Hence becoming more effective in the workplace and helping advance your career. Learn or refresh your skills in financial statement analysis, financial modeling and valuation, and stay ahead of the curve.

 

What courses complement this one?

Advanced Skills

To get a comprehensive understanding of M&A/LBO Modeling, study over 3 days:

 

 

 Book all 3 courses

 

 

Course details

M&A Modeling

During this session, delegates build a fully integrated merger model which combines financial statement forecasts for the acquirer and the target. Practical consolidation issues are addressed. The deal analysis focuses on the financing structure, pricing, earnings and credit impact and value creation.

 

Learning outcomes

  • The advantages of a full blown merger model
  • Preparing the stand-alone data for acquirer and target
  • Preparing key deal data
  • Building a flexible funding structure using a sources and uses of funds table
  • Calculating goodwill
  • Dealing with fair value adjustments to the target's net assets
  • Dealing with refinancing of target's debt
  • Modeling fees (advisory, debt-issuance and equity-issuance)
  • Consolidating the financial statements of acquirer and target
  • Synergies
  • Earnings accretion/dilution and relative P/E analysis
  • Assessing the value creation potential of the deal using return on invested capital (ROIC) analysis
  • Contribution analysis
  • Analysis at various prices (AVP)
  • Net present value of synergies vs. control premium
  • Identifying the maximum offer price and a suitable financing mix

 

 


What will you receive on the course?

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to AMT Online (AMTO)
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files