# Excel Financial Bridge Analysis

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www.corporatebridge.net               Course Objective
Agenda and modules
The main goal of the course is to enable               Module 1      Mastering Excel
students/professionals to enhance their skills in
Module 2      Financial Statement Analysis
Equity Research & Investment Banking through
practical examples and exercise, the Course            Module 3      Macroeconomics
illustrates the fundamentals of techniques used by     Module 4      Trading Comparables
finance practitioners. The Course also covers excel    Module 5      Transaction Comparables
best practices and efficiencies that are extremely     Module 6      Valuations
integral to financial modeling and pre-requisite for
Module 7      M&A Considerations
any junior banker / professional or MBA student.
The seminar will also provide a brief overview on      Module 8      IPO Analysis
how to use the financial model to create               Module 9      Financial Modeling
discounted cash flow (DCF) analysis.

Course Highlights
Corporate                                                                                     Module 1: Mastering Excel
Excel Basics (Analyst's Excel Formulae and
Bridge                          Learn professional analysis to evaluate
historical and current trends of a company
functions, VLOOKUP, HLOOKUP, CHOOSE)
Graphs and Charts (Two-axis graphs, Band
Academy                         Effectively forecast trends and performance
of the firm using analyst’s tool like horizontal
charts – PE, EV/EBITDA, P/BV, P/Sales, Ratio
Charts
analysis, Vertical analysis and Ratio Analysis          Pivot Table
DATA Tables
Insights to various sophisticated
Macros
Computer Based               fundamental valuation tools as used by Buy
Side/Sell Side analyst and Investment
Comprehensive Course on         Bankers with key focus on DCF, SOP, Equity           Module 2: Financial Statement Analysis
and EV Multiples.

INVESTMENT                     Learn complex financial modeling by
identifying and utilizing key business drivers
Ratio Analysis:
Liquidity Analysis, Common size statements,
Internal liquidity analysis, Operating / Risk /
and integrating them into a three statement
BANKING                      forecasting model.
Growth Analysis, Dupont analysis - Return
on equity, Risk analysis
Learn to efficiently build revenue drivers of           Inventory Valuations
FMCG, Retail and Cement sector models                   Depreciation Policies
Leases
An IIT-IIM Alumni Venture       Learn Merger & Acquisition Considerations               Capitalization vs Expensing
Learn IPO Analysis                                      Income Taxes
Module 3: Macroeconomics                                Module 6: Valuations                            Excel Beyond Excellence!
Revenues, Costs                                  Discounted Cash Flows                             Corporate Bridge Academy is a global full-service
Fixed asset, capital expenditure and             Terminal Value (Exit Value, Perpetuity Growth     training firm, providing instructor-led training and e-
depreciation schedule                            Method)                                           learning       services     to professionals       from
Capital lease, Amortization schedule             Discount Rate (Cost of Debt, Cost of Equity,      top investment banks and financial institutions. Our
Working capital and change in working            CAPM)                                             training programs have attracted working
capital schedule                                 Sensitivity Analysis (TABLE Function)             professionals fromtop notch firms like J.P.Morgan,
Equity value multiples: P/E, P/CF, P/BV, PEG,     Citi group, RBS, LIC, Religare securities, Reliance
Module 4: Trading Comparables                    Dividend Yield and Other Valuation Approaches     capital, Nomura, SSJ Securities, J M Financial, ICICI
Securities, DBOI, HDFC Securities, CRISIL, Grid
Gathering information                            Asset based valuation, Sum of parts, Mergers      Stone, ICICI PRU, Mitsubishi, BSE, NSE, India Bulls
Choosing appropriate peer group                  and acquisitions comparables, Replacement         Securities,     Capgemini,      Corporation       Bank,
Calculating equity value and enterprise          cost method, Qualitative factors in valuation -   Cognizant, Central Bank Of India, India Infoline
Value(EV)                                        management quality                                 Ltd, Edelweiss, HDFC Bank, IDBI Bank, Tata Capital,
Normalizing earnings                                                                               Reliance Money, CNBC, TCS, E&Y, Birla Sunlife etc.
Calculating last twelve months (LTM)           Module 7&8: M&A Considerations & IPO                to name a few. We also conduct in-house training
Adjusting the enterprise value (EV)                                                                for firms like CLSA India, JM Financials, Capvent
Calculating fully diluted shares outstanding     Cash flow/headroom available for strategic        Indiaetc. Candidates of Corporate Bridge have been
(options & convertibles)                         purposes                                          preferred by firms like ICICI Direct, Share Khan,
Equity value multiples: P/E, P/CF, P/BV,         Cash and stock mix for deal financing             Adventity, Accenture, CARE Ratings, KR Choksey,
PEG, Dividend Yield                              Accretion/ dilution analysis                      SMC etc. for employment.
Potential credit rating impact
Calculating various multiples                                                                      Corporate Bridge has conducted training programs
and seminars at some of the most prestigious
Module 9: Financial Modeling                   academic institutions and corporations in the world,
Module 5: Transaction Comparables                                                                    including IIM Lucknow, IIM Indore, IIT Delhi, IIT
Kanpur, MDI Gurgaon, FMS Delhi, NITIE, NMIMS,
Gathering information                            Hands-on working along with the Instructor        BSE, Indian Institute of Capital Markets etc.
Choosing appropriate deals                       Overview of Financial Modeling
Discuss strategic rationale
Modeling Warm Up
Calculating equity value and enterprise          Working Capital Schedule
Value(EV)
318, A Block, Sagar Tech Plaza
Depreciation Schedule
Normalizing earnings                                                                                    Sakinaka Junction, Andheri East
Amortization Schedule
Calculating last twelve months (LTM)                                                                        Mumbai, India 400 072
Long Term Items (Others) Schedule
Checking and interpreting results Other          Building Income Statement                           Phone Nos: 92222 87738, 92222 87739
Valuation Approaches                                                                                      92232 33568, 92232 33569,
Shareholder’s Equity Schedule
Asset based valuation, Sum of parts, ,                                                                          022 - 3222 5058
Shares Outstanding Schedule
Replacement cost method, Qualitative
factors in valuation - management
Preparing for Debt & Interest                         Email: info@corporatebridge.net
Trouble Shooting                                          www.corporatebridge.net
Completing the Financial Model

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Description: Excel Financial Bridge Analysis document sample