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IBI TORONTO FINANCIAL MODELING COURSE SCHEDULE

PLEASE SCROLL THROUGH TO THE MIDDLE OF THE PAGE FOR COMPLETE SCHEDULE
Please note: Each class is comprised of multiple sessions and is limited to 25 students

Investment Banking Training, Toronto

CLASS ATTENDANCE POLICY (MAKE-UP SESSIONS AND RE-TAKES): In keeping with our primary goal of delivering the most effective financial modeling training to our students, our attendance policy is flexible to accommodate your already demanding schedule and any unexpected occurrences. Missed classes can be made up at your earliest convenience at no extra charge. If expected absences are known in advance, make-up classes can even be attended ahead of time.
Similarly, if it becomes necessary for you to re-take any sessions, you can do so as your schedule permits. We offer multiple classes simultaneously; there are always numerous options available and we will be happy to include your name on the roster for desired makeup (and/or re-take) sessions. Additional seats are always set aside in reserve for this purpose.

Leveraged Buyout Modeling, Toronto

IBI TORONTO COURSE SCHEDULE


Saturdays & Sundays beginning May 3rd
(Twelve 2.5-hour Sessions)

-(OPEN, 5 SPACES AVAILABLE)-

-Week 1-
Day 1: Saturday, May 3rd
Session 1: 10:00am - 12:30pm
Session 2: 1:30pm - 4:00pm
Day 2: Sunday, May 4th
Session 3: 10:00am - 12:30pm
Session 4: 1:30pm - 4:00pm

Special Case Study, no Classes May 10th & 11th

-Week 2-
Day 3: Saturday, May 17th
Session 5: 10:00am - 12:30pm
Session 6: 1:30pm - 4:00pm
Day 4: Sunday, May 18th
Session 7: 10:00am - 12:30pm
Session 8: 1:30pm - 4:00pm

-Week 3-
Day 5: Saturday, May 24th
Session 9: 10:00am - 12:30pm
Session 10: 1:30pm - 4:00pm
Day 6: Sunday, May 25th
Session 11: 10:00am - 12:30pm
Session 12: 1:30pm - 4:00pm

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

IBI TORONTO 416-619-4867

Financial Modeling Training classes are held in the training room of our Toronto office, located on the 56th floor at First Canadian Place, the tallest office building in Canada, considered Canada's premier business address. First Canadian Place, FCP, is a class AAA office complex, connected to hundreds of stores, restaurants, and services. The main entrance to FCP features 23-foot high ceilings with Italian crystal chandeliers and walls clad in rare marble; since its construction in 1975, FCP has been considered ahead of its time. FCP Place is within steps of all the major banks and hotels.

Investment Banking Institute
First Canadian Place
100 King Street West, Suite 5600
Toronto, Ontario M5X 1C9
Canada


Cash Flow Modeling, Toronto

IBI TORONTO BANKER-INSTRUCTOR PROFILE

ALI NAQVI lives in Toronto full time, and is currently responsible for the Real Asset investments including Infrastructure, Real Estate, Timber and Farmland in the Funds Management Group of an Ontario based company. The group manages funds which have a combined market value of over $26 billion.

Prior to this, Mr. Naqvi founded an independent consulting practice where he advised a Canadian based Real Estate development firm and a Middle East Private Equity group.

Mr. Naqvi began his investment banking career at Macquarie, an Australian based investment bank. He was most recently Vice President in the Toronto office in the Real Estate and Diversified Industries Group. In this role, he focused on principal investing and traditional investment banking activities. Prior to this, he was in Macquarie’s London, UK office in the Private Equity group where he worked on both platform and add-on acquisitions as well as managing portfolio assets in the UK and continental Europe. He was also a member of the Infrastructure Advisory group in Toronto prior to his role in the UK.

He has worked across a number of industries including Infrastructure, Real Estate, Technology, Agriculture, Telecom, Media, Broadcast, Transportation and Industrials. His transaction experience includes both sell-side and buy-side advisory engagements, refinancing advisory engagements, principal company acquisitions and refinancings, venture capital investing, capital market transactions (including IPO, equity and debt offerings, RTO) and divestments.

Mr. Naqvi holds a BBA (Honors), MBA and CFA and also serves on several Boards. Since early in his career he has had a strong interest in teaching and was previously an Adjunct Professor at McMaster University teaching Corporate Finance to students enrolled in the University’s Bachelor of Commerce undergraduate program. While in London, he was also responsible for training new hires into the Private Equity group.

Select transaction experience:
  • Financial Advisory mandate for a $2 billion real estate company’s conversion to a REIT
  • $200 million IPO of a real estate operating company of Leisureworld Inc. (TSX:LW)
  • Buy side M&A advisory for a potential $200 million public market takeover
  • Sell side M&A advisory for Ontario’s largest equipment and crane rental business to United Rentals (NYSE:URI)
  • Preferred equity and convertible debt venture capital investments into an industrial technology company
  • Acquisition of a €350 million European media business
  • Potential acquisition of a $1.05 billion European media business
  • Portfolio company potential refinancing of €1.9 billion of debt facilities
  • Refinancing of €150 million portfolio company debt facilities
  • Numerous portfolio company acquisitions in continental Europe including an e-commerce portal, SMS information services business and local search companies
  • Divestment of a portfolio company (telecommunications business)
  • $500 million principal acquisition of a Seniors Living company
  • $54 million financial advisory mandate for a consolidation of numerous local service operations

Financial Modeling Training, Toronto

Investment Banking Class, Toronto

IBI TORONTO COURSE SYLLABUS


The IBI training program and course syllabus in Toronto have been enhanced and modified to more closely relate to both Canadian and US regulations, filings, and best practices, for an optimal cross-border training experience.


12 SESSION IN-CLASS FINANCIAL MODELING COURSE SYLLABUS



  SESSIONS 1 and 2 - INTRODUCTION AND FINANCIAL STATEMENT ANALYSIS
    A. Introduction of Banker/Instructor
    B. Discussion of Financial Modeling Syllabus
    C. Introduction of Students and their Desired Goals
    D. Financial Markets Overview
    E. What are the Investment Banks & Private Equity Firms looking for in a potential      candidate?
    F. Regulatory filings, including Annual reports and Quarterly reports
    G. Historical - Income Statement, Balance Sheet and Cash Flow
    H. Financial Statement Analysis (Ratio Analysis)
  SESSIONS 3 and 4 - COMPREHENSIVE VALUATION ANALYSIS
    A. Why do we value companies?
    B. Difference between Book Value and Market Value
    C. Understanding Equity Value vs. Total Enterprise Value (TEV)
    D. The three (3) Generally Accepted Valuation Methodologies
      1. Discounted Cash Flow Analysis (DCF)
      2. Trading Multiples
      3. Precedent Transactions
    E. Spreading Comps
    F. Combining all three (3) Valuation Methodologies
  SESSIONS 5 and 6 - INTEGRATED CASH FLOW MODELING
    A. Uses for a Financial Model on Sell-side and Buy-side
    B. Tips for Setting up a Financial Model
    C. Spreading Historic Financial Statements
    D. Deriving Historic Ratios, Trends and Variables
    E. Creating Five Year Projections for Income Statement, Balance Sheet, Cash Flows
    F. Debt and Interest Schedule
    G. Integration of Projected Income Statement, Balance Sheet and Cash Flow
    H. Revolver Modeling
    I.  Sensitivities on Financial Model
  SESSIONS 7, 8 and 9 - COMPLETE LBO MODELING
    A. Uses for An LBO Model on Sell-side and Buy-side
    B. Review of LBO Model Structure
      1. Purchase Price Calculations and Considerations
      2. Capital Structure Options / Reviews
      3. Discussion of Typical Financing Sources for LBO
      4. Creation of a Sources and Uses Worksheet
      5. Proforma Income Statement, Balance Sheet, Cash Flow
      6. Goodwill Calculation
      7. Integration of Income Statement, Balance Sheet, Cash Flow
      8. Debt and Interest Schedule
      9. Revolver and mandatory / option debt prepayment and impact on returns
      10. Returns Analysis - IRR on debt, hybrid instruments and equity investments
    C. Sensitivities on LBO model and Return Analyses
  SESSIONS 9 and 10 - MERGER (ACQUISITION) MODELING
    A. Uses for a Merger Model
    B. How to build a Merger Model
      1. Calculation of Equity Value and Purchase Price
      2. Explanation of Consideration used in Purchase (stock, cash, assumed debt)
      3. Discussion of Multiples Paid
      4. Post-Merger Control Issues
      5. Synergies and pre-tax Synergies required to Breakeven
      6. Revenue and EBITDA contribution
      7. Proforma Income Statement
      8. EPS Dilution for Acquirer
      9. Discussion of Goodwill and other accounting treatment issues
      10. Sensitivities
  SESSIONS 11 and 12 - INVESTMENT BANKING PROCESS AND BEST PRACTICES,
INTERVIEW SKILLS AND RESUME REVISION

I. Conclusion of Financial Modeling
II. Investment Banking Process
    A. M&A and Private Placement
      1. Investment Bank
      2. Industry Overview
      3. Market Overview
      4. Client
      5. Valuation
      6. Process
      7. Buyer/Investor Descriptions
    B. Financing
      1. Investment Bank
      2. Industry Overview
      3. Market Overview
      4. Client - Positioning
      5. IPO Valuation
      6. Marketing
      7. Pitch Process
    C. Sell-side Process
      1. M&A Process
      2. Private Placement
III. Career Resources
    A. Guidelines for resume writing, structured for Investment Banking & Private Equity      positions
    B. Skills acquired through IBI incorporated on student's resume
    C. Top 140 interview questions and questions to ask interviewer
    D. Investment Banking & Private Equity specific insight
    E. What we looked for when hiring analysts and associates
    F. Examples of rewritten resumes, including proper format and style


DISTRESSED SECURITY ANALYSIS MODELS AND MATERIALS:
    A. Overview of Distressed Securities
      1. What are Distressed Securities
      2. How to Identify and Invest in Distressed Securities

    B. Corporate Debt Pricing
      1. Bond Math, including Yield to Maturity and Yield to Worst
      2. Difference between Revolver, Term Loans, and Bonds
      3. High Yield Debt Levels and Default Rates
      4. Corporate Debt Pricing during different stages of Distressed Company Cycle,     including Credit Deterioration, Recovery, and Restructuring

    C. How to get Control of a Distressed Asset
      1. Out-of-Court and In-Court Restructuring
      2. Chapter 7, Chapter 11, and Exchange Offers

    D. Distressed Assets Financial Modeling, including Leveraged Recapitalizations
      1. Creation of a Sources and Uses Worksheet
      2. Pro forma Income Statement, Balance Sheet, Cash Flow
      3. Pro forma Capitalization of the Company
      4. Pro forma Ownership of the Recapitalized Company and Implied Enterprise     Value of the Transaction
      5. Liquidation Analysis

    E. Extensive Leveraged Recapitalization Case Study
      1. Background and Situation Assessment of the Company
      2. Objectives of the Recapitalization Transaction
      3. Detailed Analysis of Old and New Capital Structure
      4. Valuation Analysis of the Company
      5. Pro forma Ownership of the Recapitalized Company


Headquarters:   The Helmsley Building, 230 Park Avenue, Tenth Floor,  New York, NY 10169 
212-380-7027  info@ibtraining.com
For expedited service, please call our offices

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