New York City (NYC)

Venue and transport links

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  • 112 W. 34th Street, 18th floor
    Manhattan, New York, NY 10120
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"Using AMT Online (AMTO) was excellent as it allowed me to work through the course material at my own pace. AMT Online was very easy to use and navigate through." ~ graduate, leading business school

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?

Core Skills

To get a comprehensive understanding of our Core Skills program, study over 5 days:

 

 

Book all 5 courses

Course details

M&A Analysis and Modeling Fundamentals

This session covers the basic steps of analyzing an acquisition - covering the impact of a deal on the financial statements with a particular focus on EPS, PE and contribution analysis. By the end of the session, the class builds an accretion/dilution model using EPS forecasts and acquisition assumptions, proforma leverage ratios and a proforma balance sheet.

 

Learning outcomes

  • Big picture: what is the transaction impact on acquirer and target shareholders?
  • Preparing key acquisition data
  • Building a flexible funding structure
  • Modeling acquisition adjustments
  • Calculating the accretion/dilution effects of the deal 
  • Understanding the significance of relative P/Es 
  • Calculating and understanding contribution analysis
  • Ownership issues
  • Income statement contribution
  • Credit issues and leverage ratios
  • The strategic implication of different financing alternatives
  • Synergies and synergies needed to break even
  • Proforma balance sheet
  • Sensitivity and scenario analysis

LBO Valuation

Delegates are introduced to the basic concepts underlying leveraged buyouts. The session starts by establishing why private equity firms can create value through leveraged buyouts and how the levered valuation fits into the valuation roadmap. Using a simple free cash flow forecast, delegates establish how much a financial buyer could pay for the target company. Delegates then build a simple LBO model.

 

Learning outcomes

  • What an LBO is and how it can create value
  • LBO valuation as an alternative valuation methodology
  • Characteristics of suitable LBO candidates
  • Estimating cash flows available to capital holders
  • Estimating debt capacity
  • Simplified debt/equity split for entry capital structure
  • Sources and uses of funds
  • Debt structure
  • Estimating the exit value
  • Calculating the IRR
  • Sensitizing the model

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