Valuation & Financial Modeling

Class Description

This 28-hour immersion program covers the most relevant valuation methodologies and modeling techniques used on Wall Street today. These are the same sessions that are provided to all incoming analysts and associates at banks, private equity firms, and hedge funds. As a result of the training, you will gain fluency in the language of finance, and if necessary, be able to ace any interviews not only in investment banking, but all other related industries in finance.

Audience

  • Business undergrads and MBA’s
  • Investment Banking analysts and associates
  • Private Equity, Hedge Fund and Venture Capital analysts and associates
  • Equity Research and Asset Wealth Management analysts and associates
  • Corporate Finance and Business Development professionals
  • Strategy Consultants & Entrepreneurs
  • Career changers and industry professionals who want to hone their modeling skills

 

Course Objectives

After this course student will:

  • Build complete models of discounted cash flows, comparable company analysis, and precedent transactions.
  • Understand how to review SEC filings and extract all of the relevant information.
  • Build a three-statement model by tying together income statement, balance sheet and cash flow statement.
  • Develop a leveraged buyout (“LBO”) model, full-blown merger (“M&A”) model, and back of the envelope accretion dilution model.
  • Have a marketable resume and be well prepared for technical questions in the interview process.

Class is limited to 15 students and available on a first-come, first-served basis.

For a syllabus please click here

About Us

Established in 2002, The Investment Banking Institute is the world’s largest financial modeling training
program, offering an accelerated career path for both current finance professionals and all individuals
seeking to enter the finance industry.

Our Classes:

  • 22 locations worldwide and over 35,000 graduates
  • Over 1,200 class sessions conducted annually
  • Market leading 9:1 student to teacher ratio
  • Industry standard valuation methodologies

Our Instructors:

  • Average 17 years of bulge bracket experience
  • Average 8 years of teaching experience with IBI
  • $225 billion in aggregate transaction volume
  • Over 750 completed transactions

IBI Instructor Spencer Adams

IBI Student Testimonials

NEXT CHICAGO CLASS

5600 North River Road
Suite 800
Chicago, IL 60018

Office: (866) 661-4424


JULY 27 – AUGUST 11, 2019

 

Sessions 1:  Saturday, July 27
Sessions 2:  Sunday, July 28
Sessions 3:  Saturday, August 3
Sessions 4:  Sunday, August 4
Sessions 5:  Saturday, August 10
Sessions 6:  Sunday, August 11


Course Materials


IBI Financial Modeling Course

Meet the Chicago Instructor

TARIK GALIJASEVIC is an accomplished investment banker with over 13 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, dividend recaps, ABSs, high grade and high yield debt. Tarik has closed 25 transactions with total transaction value exceeding $25 billion across Europe, North America, Africa and Asia. He has advised large multi-nationals as well as small and middle-market companies across a spectrum of industries including Automotive, Shipping, Aerospace and Defense, Industrial, Consumer and Healthcare, Pharmaceutical and IT.

Tarik is currently a Director with Allstate Strategic Ventures where he is responsible for Venture Capital investments and manages every aspect of deal execution from sourcing and valuation to leading due diligence, structuring deals and negotiating terms.  He has since led the $1.4B acquisition of SquareTrade, an extended warranty service provider for the consumer electronics industry.

>> Read More of the Banker-Instructor Profile

Contact IBI Chicago

Investment Banking Institute
5600 N River Road, Suite 800
Chicago, IL 60018

(866) 661-4424

Business Hours (Eastern Time):
Monday – Friday 9:00am to 10:00pm
Saturday – Sunday 9:00am to 7:00pm

Contact Us
close slider
  • Or Call Us at (866) 661-4IBI (4424)