Training the Street - LBO Modeling
Registration
Details
Presenter: Darren Gortz
ATTENDANCE TO BOTH WORKSHOPS (M&A and LBO Financial Modeling) IS MANDATORY AND WILL GIVE YOU 0.5 CREDIT HOURS. THERE IS NO CREDIT GIVEN FOR ATTENDANCE OF ONE WORKSHOP.
Overview – The second day of the workshop covers leveraged buyout analysis through actual hands-on construction of an LBO model. Each participant will build their own interactive LBO model from "scratch" to gain a detailed understanding LBO analysis. The focus of the model is to effectively represent the interests of the three main constituents of the deal - the selling shareholders, the lenders and the financial sponsor.
The completed product allows for a dynamic evaluation of whether or not a company is a strong LBO candidate. Specifically, participants will construct and analyze the following:
- Transaction summary detailing sources and uses of funds
- Key credit statistics to determine the appropriate capital structure
- Pro forma income statement and cash flow schedule
- Debt schedule with repayments, pro forma debt balances, and interest expense calculations for both senior and subordinated debt instruments
- Returns analysis to the financial sponsor
Where
B09
Sage Hall, 114 Feeney Way, Ithaca, NY 14853, United States