Investment and Portfolio Analysis

Corporate Valuation - Part 3 (2021)

Overview

This eCourse consists of two modules. Module 1 describes the main concerns for financial sponsors (private equity firms) when they seek out potential companies in which to invest. It explains the many factors that make a company an attractive investment for LBO purposes and describes in detail how PE firms make money on these leveraged buyout deals. The module also outlines how analysts working on an LBO deal build a model to calculate the risks and returns associated with the transaction.

Module 2 describes the structure and key components of a simple LBO model. This model is not designed to be exhaustive and cover every eventuality or scenario, but aims to explain the basic forecasts and calculations that analysts put together to determine whether a potential leveraged buyout would be viable.

Objective

On completion of this course, you will be able to:
- Identify the participants in an LBO deal and the factors that make a company suitable for a leveraged buyout
- Recognise the sources of return for LBO investors and how these returns are measured
- Identify the key components of a typical LBO model

Content Highlight

Module 1: Corporate Valuation - LBO Analysis
Topic 1: Overview of LBO Analysis
Topic 2: Profiting from LBO Deals
Topic 3: Basics of LBO Deals
Topic 4: Anatomy of an LBO Model

Module 2: LBO Model Building - Excel Interactive

Administrative Details

Code
TEBIP21002701
Venue
ePlatform
Relevant Subject
Type 6 - Advising on corporate finance
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HKD320
Non-Member: HKD480
Staff of Corporate Member: HKD320