Masterclass on Investment Banking

Introduction to Valuation & Business Model

• Defining Valuation – Purpose and Fundamental Principles
• Steps in the Business Valuation Process
• Impact of Macroeconomic Factors on Business Valuation
• Analytical Tools Overview – Michael Porter’s Five Forces, PESTEL Analysis, ADL Matrix
• Identifying Key Value Drivers Across Industries
• Exploring the Industry Lifecycle
• The Role of Core Competencies in Business Valuation
• Strategic Analysis Tools – SWOT Analysis, BCG Matrix, and McKinsey’s 7s Framework

Valuation Approaches & Cost of Capital

• Exploring the Cost Approach
• The Income Approach to Valuation
• Market Approach Analysis
• Theories of Capital Structure
• Determining the Cost of Capital – Debt, Equity, and WACC
• Utilizing Excel Templates for Effective Valuation
• Case Studies

Valuation of Private Companies & Startups

• Overview of Valuation in Private Contexts
• Core Principles and Methods of Valuation
• Challenges in Valuing Private Companies and Startups
• Excel Tools for Valuation
• Case Studies

Valuation for Mergers, Demergers & Acquisitions

• Introduction to Mergers and Acquisitions (M&A)
• Techniques for M&A Deal Valuation
• Strategies for Acquisition Pricing
• Synergies and Control Premium Considerations
• Assessing Post-Transaction Value
• Financial Reporting – Purchase Price Allocation
• Excel-Based Valuation Templates
• Case Studies

Valuation of ESOPs, Intangibles & Bonds