Corporates

INTRODUCTION

Upskilling middle management to building execution models for inhouse M&A teams – our work with corporate clients is extensive.

We design bespoke programs that include project assessments tailored to the corporate’s industry and strategic objectives.

In addition, we deliver large client training programs for our banking clients who invite their top corporate accounts.

Case Study: Boosting Financial Acumen at Top Middle Eastern Corporate

Making financial decisions with employees who have little to no finance experience can be difficult.

The CEO of a large, state-supported Middle Eastern corporate identified that changes in the macro-economic landscape would require team members to have a better understanding of underlying business economics. Since the majority of the CEO’s executive director team were engineers with no formal financial education, it became clear that reviewing fiscal issues would be challenging.

Our Solution

To address this problem, the CEO approached FE to run a five-day course, five times a year, to provide employees with essential accounting and project appraisal skills. The program was preceded with rigorous online pre-work to ensure participants arrived in class with a common level of knowledge. The training started from a foundation level but quickly accelerated into highly applied content, complemented by examples of live investment projects in the organization.

Meeting the Client’s Needs

A key requirement was that each participant would complete the training understanding how they could make a positive impact on the organization. This meant there was a real sense of responsibility to ensure participants had the tools needed for adding tangible value to the firm.

KEY STATS

151
Participants attended the training from 2017·2019
90%
Of participants attempted the pre work
2
Wall Street instructors delivering the training

Modules

EXCEL

All skills

FINANCIAL MODELING

All skills, including:

  • Using keyboard shoncuts
  • Three statement modelling (income statement, balance sheet, cash flow statement)
  • Modeling circular references with interest, cash, and debt
  • Modeling a cash sweep/ debt waterfall in the debt schedule
  • Checking models for integrity and errors
  • Modeling from scratch – sening up the template from a blank Excel sheet, creating cell styles, formatting, etc all the way through to a lull model build
  • Real company financials are used throughout

VALUATION

  • All skills, including:
  • Calculating enterprise value and equity value
  • Dilution from stock options
  • Trading comparables and historical/forward multiples valuation
  • Calculating weighted average cost of capital
  • IWACCJ
  • Discounted cash flow valuation
  • Valuation complexities such as non-controlling interest, associates, leases and pensions

FINANCIAL STATEMENT ANALYSIS

  • All skills, including:
  • Income statement analysis, EBIT and EBITDA
  • Balance sheet analysis, including working capital, non-current assets, debt and equity
  • Building cash flow statements using the balance sheet and income statement
  • Earnings per share calculation
  • Equity method investments
  • Full consolidation / M&A accounting
  • Real company financials are used throughout

DEAL ANALYSIS

All skills

MARKETS & PRODUCTS

  • Capital markets fundamentals
  • Introduction to financial products
  • Equity characteristics
  • Emerging markets
  • Investor clients
  • Cash equity markets
  • Equity markets
  • Equity markets & products
  • Fixed income markets – corporate bonds
  • Bond yields
  • Foreign exchange

PROJECT FINANCE

All skills

Types of client

CORPORATE INHOUSE M&A TEAMS

CORPORATE DIVISIONAL MANAGEMENT

CORPORATE DEVELOPMEN T TEAMS

INVESTOR RELATIONS TEAMS

PRE-IPO COMPANIES

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