Financial Modeling & Investment Banking: A Practical Guide to Valuation, M&A, and LBO
Unlock the skills used by top investment bankers, private equity professionals, and financial analysts with this comprehensive, practical guide to financial modeling and investment banking.
Written by Sandeep Agrawal, CFA, this book simplifies complex financial concepts and teaches you how to build real-world financial models from scratch. Whether you are a student aspiring to break into investment banking, a finance professional looking to upgrade your skills, or an entrepreneur wanting to understand valuation and deal-making, this book provides step-by-step guidance with practical examples and industry insights.
This book covers all core investment banking and valuation techniques used in real transactions, including:
• Understanding financial statements: Income Statement, Balance Sheet, and Cash Flow Statement
• Building integrated three-statement financial models from scratch
• Company valuation using Comparable Companies Analysis, Precedent Transactions, and Discounted Cash Flow (DCF)
• Leveraged Buyout (LBO) modeling used in private equity transactions
• Mergers & Acquisitions (M&A) deal structuring, valuation, and execution
• Accretion/dilution analysis and deal impact evaluation
• Excel formulas, financial ratios, and modeling best practices used by professionals
• Real-world case studies and practical applications
• Career guidance, interview preparation, and insights into investment banking roles
Unlike theoretical textbooks, this book focuses on practical, hands-on learning. Each concept is explained in clear language and structured to help readers build strong technical skills used in investment banking, equity research, corporate finance, and private equity.
By the end of this book, you will be able to:
• Build professional financial models in Excel
• Value companies using industry-standard methods
• Understand how mergers, acquisitions, and leveraged buyouts work
• Analyze companies like an investment banking analyst
• Prepare for careers in investment banking, private equity, equity research, and corporate finance
This book is ideal for:
• Students pursuing finance, MBA, or CFA
• Investment banking and equity research aspirants
• Finance professionals and analysts
• Entrepreneurs and business owners
• Anyone who wants to master financial modeling and valuation
If you want to develop practical, job-ready financial modeling and investment banking skills, this book is your complete step-by-step guide.