New York

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Investment Banking Institute New York

The IBI program is recognized for delivering the highest quality and most comprehensive curriculum available in the financial training industry. The 172 years of combined global experience possessed by all IBI bankers/instructors has been incorporated into the IBI training program, offering IBI trainees a competitive insight unavailable anywhere else.

To see our complete schedule, please scroll though to the middle of the page. Please note, each class is comprised of multiple sessions and is limited to 25 students

Financial Modeling Comparable Company Analysis New York City

Financial Modeling New York City


Saturdays & Sundays beginning December 12th (From 10:00am to 1:30pm)
(Eight 3.5-hour Sessions)


Session 1: Saturday, December 12th
Session 2: Sunday, December 13th
Session 3: Saturday, December 19th
Session 4: Sunday, December 20th
Holiday Break, no Classes Dec 26th - Jan 3rd
Session 5: Saturday, January 9th
Session 6: Sunday, January 10th
Session 7: Saturday, January 16th
Session 8: Sunday, January 17th

Tuesdays & Thursdays beginning January 12th (From 6:30pm to 10:00pm)
(Eight 3.5-hour Sessions)


Session 1: Tuesday, January 12th
Session 2: Thursday, January 14th
Session 3: Tuesday, January 19th
Session 4: Thursday, January 21st
Session 5: Tuesday, January 26th
Session 6: Thursday, January 28th
Session 7: Tuesday, February 2nd
Session 8: Thursday, February 4th

*Class enrollment is on a first-come, first-served basis.

Interested in seeing how we can tailor a more flexible course schedule for you?

You may still have some questions for us, even after reading our website; we know there is a lot of information to digest! The best way to learn about the program and how it will benefit you is to simply give us a call. It will only take a few minutes, and one of our counselors will help answer all your questions.
It's very common for most of our trainees to have a very demanding schedule. As such, we have designed the program to be entirely flexible, by allowing you to make up and re-take classes at no extra charge. The program is highly modular, so you will never fall behind or lose momentum when you are unable to attend a certain session. In addition to direct access to your banker/instructor, there are a number of other options for making up and retaking missed classes. Additional seats are always set aside in reserve for this purpose!

IBI NEW YORK 212-380-7027

Financial Modeling Training classes are held in the training room of our main offices located at The Helmsley Building on Park Avenue, Tenth Floor, in Midtown Manhattan. The Helmsley Building, built in 1929, and awarded office building of the year in 2006, emphasizes classical form and style with its elaborate Beaux Arts architecture. It is a Park Avenue Landmark and houses many securities firms, hedge funds, and law offices. The Helmsley Building is located directly North of the Metlife building, across the street from Grand Central Station, making the location easily accessible by subway and Metro-North railroad.

Investment Banking Institute
The Helmsley Building
230 Park Avenue, 10th Floor
New York, NY 10169

New York City Investment Banking Career Advice


ASHISH KOHLI is a seasoned investment banker living in New York, with over 20 years of transaction experience across all product groups of investment banking and private equity including leveraged buyouts, mergers and acquisitions, private placements, IPOs and secondary offerings, high yield debt and restructuring. He also led IB Training programs in all the firms where he worked including leading the global analyst and associate training program at HSBC in NY and London.

Ashish's experience throughout the US and Europe includes his role as a Principal/Director for the Investment Banking Division of ThinkEquity Partners NY/Panmure Gordon UK in the Corporate Finance Group leading transactions across all industries. He was previously a Vice President of Investment Banking in the Execution Group (M&A and capital raising) for HSBC Securities (USA) Inc. in NY where he executed M&A and capital raising transactions in industries such as consumer/retail, real estate and oil and gas.

Prior to HSBC, Ashish was a Senior Associate for the Investment Banking Division of Jefferies & Company as a Generalist and in the Technology and Media Group where he focused on restructuring and recapitalizations, M&A advisory and capital raisings. He advised Samsonite on its recapitalization and the deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor.

In earlier years Ashish was an Associate in the Investment Banking Division of Credit Suisse First Boston/Donaldson, Lufkin & Jenrette where he worked in the Generalist and Technology Groups, advising and raising capital for companies across a number of different sectors. He also worked with DLJ's private equity group, one of the leading private equity groups on Wall Street.

Ashish earned an MBA from the Kellogg Graduate School of Management (Dean's List). He is also a Chartered Accountant (US CPA).

Selected Transaction Experience:
  • Managed a $2.1 billion IPO for Genuity
  • Managed a $1.2 billion high yield financing and lead-managed a $825 million convertible stock offering for PSINet
  • Managed the $750 million AIM listing of Hirco real estate fund
  • Advised Samsonite Corporation on its $600 million recapitalization transaction including $106 million new equity investment by Bain Capital, Ontario Teachers Pension Fund, and Ares Capital. Deal was awarded the 2003 U.S. Middle Market Deal of the Year by Mergers and Acquisitions Advisor
  • Advised William Grant & Sons on its potential $400 million acquisition of Svedka vodka in the U.S.
  • Represented the ad hoc committee of $380.5 million 13% Senior Notes of Mpower Holding Corporation in its successful restructuring
  • Managed a $200 million AIM listing of a close-ended fund focused on renewable energy and environmental services in Asia
  • Advised PlayCore on its $200 million sale to Chartwell Investments
  • Managed a $160 million SPAC offering for a company focused on acquisition of consumer and business service companies in the U.S.
  • Managed a $160 million high yield offering for IMAX corp
  • Lead-managed a $132.5 million IPO and a $110.7 million secondary offering for ManTech International Corporation

Investment Banking Training New York City

Financial Modeling Training New York City

Headquarters:   The Helmsley Building, 230 Park Avenue, Tenth Floor,  New York, NY 10169 
For expedited service, please call our offices

© 2002-2015 Investment Banking Institute. All rights reserved.

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