Corporate Analysis and Valuation

Introduction

This comprehensive 5-day programme comprises two days of training in financial analysis underlying corporate valuations, followed by three days of training in corporate valuation techniques. The course will feature many topics including but not limited to:

• How to analyse a firm’s financial statements when undertaking corporate valuations, including how to derive underlying earnings and cashflow
• Ratio analysis, including profitability, performance, leverage, liquidity, returns to firm and equity
• The impact on valuation of debt, financial assets, quasi-debt, provisions, deferred taxes, off balance sheet liabilities and other related transactions.

Objectives

By the end of the programme you will have gained a sound knowledge of:

• Valuation fundamentals Equity and EV multiple valuations, DCF valuations
• Applying different valuation techniques and forecasting using Excel
• The impact of capital structure on valuation
• The impact of corporate finance transactions on valuation
• How qualitative factors influence valuations

Methodology

This practical course combines formal lectures with practical and interactive case studies and exercises to reinforce the concepts covered in each teaching session. Emphasis is placed on you gaining hands-on experience of the various valuation techniques.

Who should attend?

• Investment bankers
• Fund managers
• Equity analysts
• Equity traders
• Business acquisition specialists
• Corporate finance lawyers
• Credit analysts/strategists
• Treasurers and finance directors
• Compliance officers

Course Content