Washington DC

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

NEXT WASHINGTON DC CLASS

Residence Inn by Marriott – Arlington Courthouse
Woodbury Meeting Room
1401 North Adams Street
Arlington, VA 22201

Office: 202-558-2289


SEPTEMBER 8th – SEPTEMBER 23rd, 2018

10:00 AM – 3:30 PM

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


DECEMBER 1st – DECEMBER 16th, 2018

10:00 AM — 3:30 PM

Session 1:  Saturday, December 1st
Session 2:  Sunday, December 2nd
Session 3:  Saturday, December 8th
Session 4:  Sunday, December 9th
Session 5:  Saturday, December 15th
Session 6:  Sunday, December 16th


Course Materials


 

IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Spencer Adams

IBI Student Testimonials

Meet the Banker-Instructor

Matthew Burrows is an experienced finance professional with a background in Business  Development, Corporate Finance and Investment Banking.  Matt currently manages business development for Enviva Holdings, the world’s largest producer of biomass.  He is responsible for the origination and execution of mergers and acquisitions for the company and its affiliates, transaction structuring, and analytical support for the capital-markets activity of the organization’s public entity, Enviva Partners L.P. In addition, he assists the company’s private-equity sponsor with long-term planning and valuation for its investment.

Previously, Matt was a Corporate Finance Associate with Monroe Energy, an oil refining and logistics subsidiary of Delta Air Lines with $7 billion in revenue and 450 employees. In this role he was responsible for a wide range of corporate finance functions including detailed P&L forecasting and analysis for the Delta leadership team, evaluating organic growth opportunities and M&A activity and analysis of potential commercial agreements.

Matt started his career with J.P. Morgan as an Investment Banking Analyst in the Energy group. In this role, his transaction experience included buy- and sell-side mergers and acquisitions, leveraged and acquisition financing, equity issuance, and spinoff / capital structure advisory.

 

>> Read More of the Banker-Instructor Profile

Contact IBI Washington DC

Location *

How did you hear about us? *

Investment Banking Institute
Trinity College
125 Michigan Avenue NE
Washington, DC 20017

202-558-2289

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

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.