Client
A leading boutique investment bank in India with focus on M&A, Valuation, Capital Raising and Debt Restructuring deals. The client partnered with Finmeraki to deliver customized M&A deal related financial modelling training to experienced analysts and senior analysts
Finmeraki Solution
The training program was designed post understanding the sector focus and financial models currently being used by the client
Finmeraki solution included a basic framework of a M&A model coupled with approaches to implement it under various scenarios and for various sectors
The program covered the following areas:
Understanding of M&A deal process and the key components of a M&A financial model
Various approaches to valuation analysis and understanding the various M&A funding structures
Automation of the financial model, scenario analysis and stress testing
Outcome and Feedback
Financial modelling can be gained with knowledge, experience, logical thinking and deep research. The training was designed to inculcate these approaches along with enhancing excel and automation skills
The training was well received as it was designed based on their business requirements. The participants were able to relate well to the case studies and the application of various approaches
As the training was more focused on M&A modelling skills, the client requested for a separate training session on excel and automation skills
Participant Feedback
“ The practical usability of various valuation methodologies was very helpful. Arriving at the right valuation is a critical step in any M&A modelling ”
“ Financial Modelling is more of a approach. If you have a logical reasoning, there is no right or wrong. I would like to thank the trainer for helping us focus more on logical approach rather than just a standard way of doing a model ”
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