Day 2: Deal Analysis Using Claude in August |
LBO & M&A Modeling Using Claude
- The future of financial modeling is here. Build faster, more accurately and without touching Excel!
- Prompt Claude with precision, validate its outputs rigorously, and course-correct in real time
- Day 2 covers AI-accelerated LBO modeling, M&A merger analysis, accretion-dilution, returns attribution + more. Get our 2-day bundle for less.
- Join Juan, former Merrill Lynch, for day 2 of 2. Earn certified skills and receive 3 months free access to Felix.
- Location
- Online via Zoom
(New York Timezone) - Dates
- August 25 - August 25, 2026
- Time
- 9am - 5pm EDT
- Certificate
- Desk Ready Certificate
Start future-proofing your deal analysis skills on day 2
- DESK-READY CERTIFICATE
This program is built around a single principle: you control the logic, Claude does the building. Participants direct Claude to construct every model component in Excel, with no manual formula entry at any point. The instructor guides prompting technique, output validation, and real-time course correction throughout each session.
- Every session includes a structured audit trail, ensuring Claude-assisted work meets the same documentation and review standards as a manually built model
- Day 2 covers deal analysis.
- Check out our 2-day discounted bundle
- Both days are available as standalone sessions for participants with relevant prior experience
You are currently on day 2 of our 2-day program. Get our 2-day bundle for less or discover day 1’s curriculum.
Morning: LBO Modeling (3.5 hours)
Claude builds a complete LBO model covering the full debt structure, cash sweeps, covenant testing, and returns attribution.
- Sources and uses, pro-forma balance sheet, and entry valuation assumptions
- Multi-tranche debt: revolver, Term Loan A and B, high-yield bonds, and mezzanine or PIK, with OID amortization
- Cash sweep: mandatory and optional repayments in priority order across all tranches
- Covenant testing: maintenance and incurrence covenants with breach flagging and headroom analysis
- Returns: IRR and MOIC at exit, with attribution across EBITDA growth, multiple expansion, and debt paydown
Afternoon: M&A Modeling (3.5 hours)
Claude builds a full merger model covering deal structure, accretion-dilution, diluted share calculations, and a synergy valuation framework.
- Deal structure and sources and uses: all-cash, all-stock, and mixed consideration
- Fully diluted shares: treasury stock method for options, if-converted for convertibles, RSUs, and performance shares
- EPS accretion and dilution: pro-forma income statement with synergies, financing costs, and sensitivity tables
- ROIC analysis: combined entity return benchmarked against cost of capital
- PV of synergies vs. premium paid: deal value tested across a range of acquisition prices
Develop a deeper understanding of the topics covered across the two days by working through exercises, model files, and additional learning content via Felix. 3 months’ complimentary access included with your enrollment.
Day 2: Deal Analysis Using Claude in August
Wall St. recognized certification.
It’s no secret that banking is fiercely competitive, which is why our Wall Street-recognized certification is designed to let your employers know you have the skills to succeed.
Who is this Public Course for?
Analysts and associates at investment banks, M&A advisory firms, and corporates who want to integrate Claude into their daily modeling and valuation work.
The program is built around real deal workflows and applies from day one.
Finance professionals with existing modeling skills who want to add a structured, auditable AI workflow to their practice.
New entrants and career changers who want a credentialed, practical program in the core investment banking skill set, delivered live online and designed to fit around existing commitments.
Your fast-track to real expertise in AI-powered deal analysis.
- Model entry assumptions and construct a pro-forma opening balance sheet for the leveraged buyout
- Construct a full LBO model with multi-tranche debt, cash sweeps in priority order, covenant testing, and an IRR and MOIC returns attribution bridge
- Test covenant compliance across the forecast period, with breach flagging and headroom analysis by tranche
- Build an M&A merger model covering EPS accretion and dilution under multiple deal structures, fully diluted share calculations, ROIC analysis, and a synergy valuation framework
- Calendarize financial statements for different fiscal year-ends and build sensitivity tables across offer prices and synergy assumptions
- Generate structured audit trails for every model, documenting prompts, assumptions, and corrections so that Claude-assisted outputs meet professional review standards
Meet your expert instructor.
Juan Cabrera | Instructor
Juan holds a Ph.D. in quantitative finance and has been a CFA charter holder since 2013. He started his professional career as an analyst at Merrill Lynch. With over ten years of experience developing and delivering programs for financial institutions, Juan has taught at investment banks, asset management firms, rating agencies, and sovereign wealth funds in the U.S., EMEA, APAC, and Latin America. Some of his areas of specialism include financial analysis, financial modeling, valuation, and deal structuring.
Get Access to Felix. Learn using real company and market data.
With over 7,000 global comps updated daily, monthly market data, industry tools, expert playlists, over 4,700 videos and expert instructor support, Felix makes it easy to answer questions, develop and excel in your future role.
- Pre-work – Effortlessly navigate bespoke learning pathways with our innovative learning platform. Our blend of videos, workouts, and expert support effectively prepares you for the classroom, focusing on your unique skill gaps.
- Bringing industry into the classroom – Felix simulates being on the desk, allowing you to work with real company and market data from day one.
- Role-specific learning – After the program you can choose to follow one of our role-aligned specialist learning pathways to deepen your knowledge even further.
Can’t attend this Public Course?
Upgrade your résumé with a Micro-degree. Impress employers by demonstrating your proficiency in a particular industry, including investment banking, private equity and asset management. Our online courses offer you the same training experience we provide analysts at the top 4 investment banks.
