🏦 Finance — Corporate Finance & Valuation

Corporate Finance & Valuation Notes

In-depth notes on financial modelling, valuation methodologies, M&A, leveraged buyouts, project finance, and corporate financial decision-making — for analysts, bankers, and finance professionals.

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Corporate Finance & Valuation Notes

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Financial Modeling

3-statement financial model, DCF, LBO, M&A, comps, industry models, and analyst best practices — 13 topics, 46 pages.

Valuation Modeling

All major valuation methods — DCF, trading comps, precedent transactions, LBO analysis, SOTP, M&A valuation, private company valuation, and the football field chart — 13 topics, 41 pages.

DCF Valuation

Discounted cash flow model — free cash flow projections, WACC, terminal value, sensitivity tables, and common pitfalls — 12 topics, 39 pages.

Corporate Finance Fundamentals

TVM, capital structure, WACC, capital budgeting, working capital, dividend policy, corporate governance, M&A, and risk management — 13 topics, 44 pages.

LBO Modeling

Complete LBO notes — sources & uses, debt schedule, returns analysis (IRR, MOIC), value creation framework, credit analysis, deal process, sector applications, and global markets — 13 topics, 43 pages.

M&A Modeling

Full merger model, accretion/dilution analysis, purchase price allocation, synergy modeling, deal structures, regulatory approvals, and cross-border M&A — 12 topics, 40 pages.

Comparable Company Analysis

Trading comps — EV/EBITDA, P/E, peer selection, LTM/NTM normalisation, spreading comps, football field chart, and M&A, equity research & IPO applications — 9 topics, 36 pages.

Capital Structure

Debt vs equity financing, optimal capital structure, trade-off theory, pecking order, and WACC implications.

Project Finance

SPV structure, financing instruments (senior debt, mezzanine, bonds, equity), DSCR & debt sculpting, risk allocation, project valuation (IRR/NPV), infrastructure sectors, legal framework, and the full project lifecycle — 10 topics, 38 pages.

Sum-of-the-Parts Valuation

SOTP model — valuing conglomerates and multi-segment businesses by segment, with football field output.

Corporate Restructuring

Operational & financial restructuring, turnaround strategies, distressed debt, and recovery analysis.

13-Week Cash Flow Modeling

Direct-method 13-week cash flow model — cash inflows & outflows, net cash position, forecasting techniques, restructuring & distressed applications, scenario analysis, lender reporting, and best practices — 12 topics, 41 pages.

Excel for Finance

Excel skills for financial analysts — key formulas, shortcuts, dynamic models, scenario analysis, dynamic arrays, and best practices — 11 topics, 36 pages.

Excel VBA for Finance

Automate financial models with Excel VBA — data automation, financial formulas, sensitivity analysis, Monte Carlo simulation, dashboards, error handling, and performance optimization — 9 topics, 38 pages.

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