Investment Banking Bootcamp

The investment banking bootcamp is an intensive, sequential training program designed to mirror the training incoming analysts receive at leading investment banks. Bridging the gap between academic theory and practical application in the industry, the bootcamp equips participants with the technical skills, industry knowledge, and professional competencies required to ace investment banking interviews, succeed in internships and thrive in full time positions upon graduation.

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MODULE 1 | Excel Foundations & Introduction to Corporate Valuation – Proficiency in Excel is fundamental to success in investment banking with speed and efficiency serving as prerequisites for success in this fast-paced industry known for demanding hours and tight deadlines. Participants will learn efficiency through speed training and essential shortcuts used by investment bankers and other finance professionals.  The module then transitions to the core valuation methodologies, offering participants a comprehensive introduction to the key building blocks of valuation and financial analysis.

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MODULE 2 | Trading Comparables Analysis – This module takes a deep dive into trading comparables analysis, a fundamental relative valuation methodology used by investment bankers. Through the lens of a real transaction case study, participants will learn hands-on how to identify appropriate peer groups, select relevant metrics, normalize financial data, and build a trading comps analysis. Emphasis is placed on how this methodology is applied to determine a company's valuation relative to how similar companies trade in the market, providing critical benchmarking insights for valuation decisions.

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MODULE 3 | Transaction Comparables Analysis – This module explores precedent transaction analysis, another relative valuation methodology that examines the valuation of similar companies that are sold in recent M&A deals to infer the case company’s valuation in an M&A context. Participants will learn how to identify relevant transactions, calculate multiples and how to interpret acquisition premiums, deal multiples and the impact of synergies. 

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MODULE 4 | Discounted Cash Flow Analysis (DCF) – In this module, participants will dive into Discounted Cash Flow analysis, a widely used intrinsic valuation approach in investment banking and finance. Through a structured, step-by-step process, participants will build a DCF model in Excel for the case company, including estimating the Weighted Average Cost of Capital (WACC), projecting and discounting unlevered free cash flows, calculating terminal value using both exit multiple and perpetuity growth methods, and deriving enterprise and equity values.

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MODULE 5 | M&A and LBO Analysis – This module begins with a pencil-and-paper M&A model, covering key elements such as calculating price and premiums, sources and uses, pro forma net income, EPS, accretion/dilution, ownership, and leverage to assess the financial viability of a transaction. The second part focuses on LBO analysis, including target selection, transaction structuring, debt capacity, funding sources, and understanding leveraged returns and IRRs (LBO math).

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*Content  can be expanded to include Financial Statement Analysis, Financial Modeling and Merger and LBO modeling in Excel as well as interview prep and mock interviews.