Your new hires, ready-to-go on Day 1

When a recent graduate begins working for your company, their education doesn’t stop. In fact, that’s where the real learning begins. We offer customized corporate programs to ensure your new employees get the pragmatic training they need to understand the realities of working in the financial space. That way, they’re ready to hit the ground running on their first day. For your more experienced bankers, we ensure they get the refresher that they need.

We cater our programs to the needs of your company, offering anything from a 1-day refresher to a comprehensive 30-day program.  

Training topics include but are not limited to the following:

  • Excel
  • Financial Statement Analysis
  • Financial Statement Modeling
  • Precedent Transactions
  • Merger & Acquisition Modeling
  • Modeling Best Practices
  • Discounted Cash Flow (DCF) Modeling
  • Leveraged Buyout (LBO) Modeling
  • Accounting
  • Investment Banking Processes
  • Integrated Cash Flow Modeling
  • Financial Markets Overview
Intern Icon

Intern Program

Accelerate the learning curve and add value for your interns and your organization with a course offered at the start of the intern program. We can even coordinate the courses to fit your company’s schedule, providing weekend or weeknight programs. That way, your interns can be comfortable with the concepts that they will be applying before they start each week of work.
1st year Assoicate

Associate Program

An overwhelming majority of MBA programs do not properly prepare new associates for the position. Our practical case study approach mimics the realities of the job so they will be fluent in both modeling and valuation methodologies.
1st year Analyst

Analyst Program

Rather than exhaust company personnel, many financial institutions elect to hire their incoming analysts, on-site. It frees up one of your most valuable commodities (time) and ensures that your new employees are trained by the best. By their first day of work, they will be ready to generate revenue for your company.
Lateral Hire

Lateral Hires

You have a great employee who would thrive in a new investment-related role. The only problem is that they lack some of the practical experience and knowledge needed to get started. Our program can help fill in the gaps and provide them with tools needed to succeed.

In the past, we’ve worked with industry leaders and investment powerhouses to help their staff hone cutting-edge financial modeling and valuation skills.  We’ve worked with:

Barclays Capital
BofA – Bank of America
Cantor Fitzgerald L.P.
Citigroup Inc.
CSFB – Credit Suisse First Boston
Deutsche Bank AG
Merrill Lynch & Co., Inc.
Morgan Stanley
Nomura Holdings, Inc.
Piper Jaffray & Co.
Houlihan Lokey
Blackrock, Inc.
Booz Allen Hamilton
The Boston Consulting Group
Ernst & Young
Grant Thornton LLP

McKinsey & Company
PWC – PricewaterhouseCoopers
Providence Group LLC
Vulcan Real Estate
ABN Amro
Barclays Group
Bank of New York Mellon Corporation
USBank – U.S. Bancorp Investments, Inc.
Wachovia Corporation
Wells Fargo
US Department of the Treasury
World Bank Group
KWI Advisory

Contact Us

Location *

How did you hear about us? *