Course Details

Financial Modeling for Private Equity Transactions
FINC-478-5
Previously Known as FINC-940-5
0.5 CR
Elective
PASS / NO CREDIT
Yes (may vary by section)
DESCRIPTION
This course, which builds on the foundational skills of analyzing and forecasting parts of a business, teaches students how to weave their forecasts into coherent spreadsheet-based, pro-forma financials. The course starts with conceptual examples that explain linkages between the three core financial statements (IS/BS/CF), it then builds on these examples to forecast the financial statements of real companies. The main goal of this course is to illustrate how a practitioner would analyze a leveraged buyout. Students will construct their own LBO model in Excel and, by the end of the course, should feel comfortable assessing a company and determining if it is a viable LBO candidate. This class is very practical and hands-on, with a final group project and a final exam.
TRACKS
Asset Management Pathway
Finance Major
VC/PE Pathway - Corporate Restructuring
SCHEDULE SUMMARY
Spring 2023
CH
EV

CH (Chicago)
EV (Evanston)
DayTime
Evening
Saturdays
Popup
PREREQUISITES
Prerequisites:
All Students: (ACCT-430-0 OR ACCT-435-0 OR ACCTM-430-0) AND (FINC-431-0 OR FINC-435-0 OR FINC-440-0)
Negative Prerequisite:
Full-Time: FINC-940-5