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Summer LBO Model Workshop

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Speaker

Ben Thomason, MBA '04

Build Your Financial Modeling Muscles! 

Looking to build technical Excel modeling skills?  The basics for any investment involve understanding the historical financial statements of a company and forecasting a financial projection.  In the Summer LBO Model Workshop, you will be equipped to build a leveraged buyout model in Excel.  Designed for those pursuing careers in private equity, investment banking, consulting (PE sponsor clients) or entrepreneurship through acquisition.

Through this five-part series, you will build a fully-functioning three statement cash flow model with purchase price and leverage assumptions to calculate an estimated IRR for a proposed buyout transaction of a company that will be assigned at the beginning of the workshop.

This program is right for you if you: 

  • Are looking to build financial modeling skills
  • Desire to deepen your understanding of valuation and investor return expectations 
  • Already have a general understanding of financial statements
  • Are a member of the Duke student or alumni community

Program structure includes five virtual sessions via Zoom daily from 3:00pm to 3:45pm.  Each session is accompanied by an Excel based pre-assignment with video tutorial: 

  1. July 14th:  Forecasting EBITDA
  2. July 15th:  Forecasting CapEx, and changes in Working Capital 
  3. July 16th:  Leverage assumptions and financing structure
  4. July 17th:  Activating a fully functioning 3 statement financial model with a cash sweep
  5. July 18th:  Sensitizing purchase price assumptions and IRR projections

Registration process and fees 

  • $500 for Duke Alumni 
  • $250 for current/incoming Duke students 

**Early Bird Discount** Register by June 14th for a $50 discount

Questions about the workshop? Email facilitator Ben Thomason.

Register