Who Should Attend

Anyone interested in valuation
Portfolio Managers who are interested in the effects of corporate restructuring on firm value, and the implications for portfolio management.
Analysts involved in mergers and acquisitions, who would like to acquire a wider repertoire of valuation skills
Corporate financial officers, who want to understand the details of valuation, either because they are planning acquisitions or are interested in value enhancement strategies for their firms
Equity research analysts, who are interested in examining alternatives to the multiples that they use or the linkage to discounted cash flow models
The mix of basic valuation techniques & applications provided in this seminar will appeal to a widely diverse audience.


  • Gain an introductory understanding of integrated financial statement modeling
  • Learn to how to forecast projections
  • Become familiar with cash sweep modeling
  • Acquire the ability to prepare, analyze and interpret financial models
  • Construct forecasted financial statement models and perform sensitivity analysis
  • Develop or improve Excel skills while learning different modeling techniques


He is an experienced Wall Street and Silicon Valley investment banker having executed over 50 transactions in excess of US$10 billion in aggregate value. His expertise includes capital raising and M&A advisory assignments for a wide range of public and private clients. Previously, Rick served as a senior banker at Deutsche Bank and Merrill Lynch. He began his investment banking career at Donaldson, Lufkin & Jenrette (subsequently acquired by Credit Suisse). He is a Chartered Alternative Investment Analyst (CAIA) and is a member of The Family Firm Institute and The Association of Insolvency and Restructuring Advisors. Rick has an MBA from the University of Chicago – Booth and is a graduate of United States Naval Academy at Annapolis.


  • Day 1

    1970 January 01