Investment Banking

Essential Excel Formulas for Banking Models Essential Excel formulas are the small set of functions that run most banking models. […]

Excel Shortcuts for Bankers: Speed, Accuracy, Control Excel shortcuts are key combinations that execute commands faster than a mouse. Ribbon

A one-page deal screening model is a single worksheet that converts early, incomplete inputs into a decision you can defend.

One-Tab CIM Model: Fast, Disciplined Deal Screening A Confidential Information Memorandum is the seller’s marketing deck for a business: the

Earnings Bridge: From GAAP to Pro Forma and Covenants An earnings bridge is a simple tool with a serious job:

An earnings bridge is a reconciliation that moves from a seller’s reported results to the buyer’s view of pro forma

An LBO sources and uses schedule is the one-page map of cash at closing that shows where money comes from

A sources and uses table is the transaction balance sheet for a leveraged buyout. Uses show the cash required at

A debt schedule is the spreadsheet engine that tracks every dollar you borrow, what it costs, when you pay it

A debt schedule is the part of a financial model that projects every debt instrument’s balance, interest, fees, and cash