Advanced Corporate Finance: Valuation and Investment Strategies

Duration: 7 Days
Target Audience: Finance professionals, corporate finance managers, investment analysts, and business executives
Certificate: Certificate of Completion in Advanced Corporate Finance
Format: Hybrid (Online/In-Person)

Day 1: Foundations of Corporate Valuation

• Objective: Review the core concepts of corporate valuation and their application to real-world business decisions.

Topics:

• Principles of Corporate Valuation: Intrinsic vs. Market Value

• Key Valuation Techniques: DCF, Comparable Company Analysis, and Precedent Transactions

• Understanding Discount Rates and the Cost of Capital

• Interactive Session: Calculating discount rates for a hypothetical company

Learning Activities:

• Lecture: Overview of valuation techniques and their relevance

• Case Study: Companies that leveraged valuation in strategic decisions

• Workshop: Participants calculate the cost of capital and discount rates

Day 2: Discounted Cash Flow (DCF) Analysis

• Objective: Master the intricacies of DCF analysis for more accurate corporate valuations.

Topics:

• Setting Up a DCF Model: Free Cash Flow Projections

• Terminal Value Calculation Methods

• Sensitivity Analysis in DCF Valuation

• Interactive Session: Building a basic DCF model

Learning Activities:

• Lecture: DCF model structure and free cash flow forecasting

• Case Study: Businesses valued through DCF and related insights

• Workshop: Participants create a DCF model and run sensitivity analysis

Day 3: Advanced Valuation Techniques

• Objective: Explore additional valuation techniques for specific scenarios, including LBO and option-based valuation.

Topics:

• Leveraged Buyouts (LBO): Mechanics and Valuation

• Real Options Analysis: Application in Project Valuation

• When and How to Use Multiples-Based Valuation

• Interactive Session: Conducting an LBO valuation on a sample company

Learning Activities:

• Lecture: Applications of LBO, real options, and multiples in valuation

• Case Study: Companies that used advanced valuation techniques for acquisitions

• Workshop: Participants practice an LBO valuation

Day 4: Mergers and Acquisitions (M&A) Valuation

• Objective: Understand the valuation considerations in M&A transactions and the process of due diligence.

Topics:

• Types of Synergies and Their Impact on Valuation

• Pre-Merger Due Diligence and Deal Structuring

• Valuing Synergies and Calculating Accretion/Dilution

• Interactive Session: M&A valuation simulation exercise

Learning Activities:

• Lecture: Valuing synergies and structuring M&A deals

• Case Study: Successful and unsuccessful M&A transactions and valuation drivers

• Workshop: Participants perform a synergy analysis and accretion/dilution test for a hypothetical merger

Day 5: Corporate Investment Strategies

• Objective: Learn how to analyze and make strategic investment decisions that align with corporate growth goals.

Topics:

• Capital Budgeting and Project Selection Methods

• Internal Rate of Return (IRR) vs. Net Present Value (NPV) Analysis

• Risk Analysis in Investment Decisions (e.g., Scenario and Sensitivity Analysis)

• Interactive Session: Evaluating a corporate investment proposal

Learning Activities:

• Lecture: Key tools in investment decision-making

• Case Study: Companies that achieved growth through strategic investments

• Workshop: Participants analyze and evaluate an investment proposal

Day 6: Risk Management and Hedging Strategies

• Objective: Equip participants with tools to assess and mitigate financial risks in corporate finance.

Topics:

• Types of Financial Risks: Credit, Market, and Operational

• Introduction to Hedging Instruments: Derivatives, Forwards, and Options

• Evaluating and Implementing Risk Management Policies

• Interactive Session: Developing a risk mitigation plan for a financial portfolio

Learning Activities:

• Lecture: Understanding and applying hedging strategies

• Case Study: Real-world examples of corporate hedging and risk management

• Workshop: Participants design a hedging strategy for a sample portfolio

Day 7: Capstone Project: Developing a Corporate Valuation and Investment Strategy

• Objective: Synthesize the course learnings into a comprehensive corporate valuation and investment strategy.

Topics:

• Integrating Valuation and Investment Analysis into Strategic Decisions

• Presenting Financial Strategies to Stakeholders

• Peer Review and Feedback

• Certificate Ceremony and Key Takeaways

Learning Activities:

• Capstone Project: Participants develop and present a valuation and investment strategy for a case company

• Peer Review: Teams provide feedback on each other’s strategies

• Certificate Ceremony: Award certificates of completion

Key Features of the Course:

• Expert Faculty: Taught by finance experts and seasoned corporate strategists.

• Interactive Learning: Hands-on workshops, real-world simulations, and in-depth case studies.

• Capstone Project: Participants complete a full valuation and investment strategy ready for practical application.

• Certification: Recognized certificate of completion in advanced corporate finance.

Outcome:

Participants will gain the skills to evaluate complex corporate valuations, make data-driven investment decisions, and manage financial risks, strengthening their strategic impact in corporate finance.