New York

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.


  • 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


The Fitzpatrick Hotel
687 Lexington Avenue
New York, NY 10022

Office: 212-380-7027

APRIL 13th – MAY 12th, 2019

10:00 AM – 1:30 PM

Session 1: Saturday, April 13th
Session 2: Sunday, April 14th
Session 3: Saturday, April 27th
Session 4: Sunday, April 28th
Session 5: Saturday, May 4th
Session 6: Sunday, May 5th
Session 7: Saturday, May 11th
Session 8: Sunday, May 12th

*There are no classes April 20th & 21st in observance of Easter* 

MAY 1st – MAY 29th, 2019

6:30 PM – 10:00 PM

Session 1: Monday, May 1st
Session 2: Monday, May 6th
Session 3: Wednesday, May 8th
Session 4: Monday, May 13th
Session 5: Wednesday, May 15th
Session 6: Monday, May 20th
Session 7: Wednesday, May 22nd
Session 8: Wednesday, May 29th

*There is no class Monday May 27th in observance of Memorial Day*

JUNE 1ST – JUNE 23RD, 2019

10:00 AM – 1:30 PM

Session 1: Saturday, June 1st
Session 2: Sunday, June 2nd
Session 3: Saturday, June 8th
Session 4: Sunday, June 9th
Session 5: Saturday, June 15th
Session 6: Sunday, June 16th
Session 7: Saturday, June 22nd
Session 8: Sunday, June 23rd

JUNE 25th – JULY 23rd, 2019

6:30 PM – 10:00 PM

Session 1: Tuesday, June 25th
Session 2: Thursday, June 27th
Session 3: Tuesday, July 2nd
Session 4: Tuesday, July 9th
Session 5: Thursday, July 11th
Session 6: Tuesday, July 16th
Session 7: Thursday, July 18th
Session 8: Tuesday, July 23rd

Course Materials


IBI Instructor Spencer Adams

IBI Student Testimonials

Meet the Banker-Instructor

ASHISH KOHLI is a seasoned investment banker with over 15 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.

>> Read More of the Banker-Instructor Profile

Dan Kobayashi

DAN KOBAYASHI is a senior investment banker with 10 years of investment banking experience in Mergers and Acquisitions, Leveraged Buyouts, Public Offerings and Private Placements of Debt and Equity, and Financial and Strategic Advisory Engagements. Dan has advised middle market and large capitalization companies in a variety of sectors including Financial Services, Business Services, Healthcare, Technology, Media and Telecommunications, Alternative Energy, Aerospace Defense and Consumer and Retail.

Dan currently serves as a Vice President in the Investment Banking Department of Dominick & Dominick LLC, an investment bank founded in 1870, and one of the earliest members of the New York Stock Exchange, where he takes an active role in the execution of mergers and acquisitions, equity and debt capital raises, and strategic advisory engagements.

>> Read More of the Banker-Instructor Profile

David Lee is currently a Partner and Head of Transactions with Anteil Capital Partners, a $2bn (targeted) Private Equity business affiliated with Credit Suisse Asset Management focused on acquiring minority stakes in alternative asset managers. He is responsible for sourcing, originating and executing investment opportunities in alternative asset management industry, leads a 6 person investment team, is an active member of the fundraising process, and maintains dialogue with CEOs of active targets within the company’s deal pipeline.

>> Read More of the Banker-Instructor Profile

Contact IBI New York

Location *

How did you hear about us? *

Investment Banking Institute
New York


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

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.