- Valuation Models
- Leveraged Buyout (LBO)
- Private Equity
- Discounted Cash Flow (DCF)
- Corporate Finance
- Real Estate Finance
- Venture Capital
- Financial Markets
- Investment Banking
- Excel Add-Ins
- Stock Valuation
- Mergers & Acquisitions (M&A)
- Comparable Comps Analysis
- Three Statement Financial Models
- Hedge Fund Models
- Wealth Management
- Engineering & Tech
Investment Banking models
What is Investment Banking?
Investment banking is a very specific type of banking that creates capital for businesses, governments and other entities. It endorses new debt and equity securities for every type of business, helps with sales of securities and aids businesses carry out mergers and acquisitions. Investment banks also give guidance on the issue and placement of stock to issuers.
What do Investment Bankers really do?
Investment bankers do many things, from front office to back office work to helping companies with mergers and acquisitions. Here is a brief breakdown of investment banking roles:
• Raising capital and Security Underwriting – investment banks act as middlemen between businesses that want to issue new securities and the buying public. For example, if a company wanted to issue new bonds, they would hire the services of an investment bank, so that they can calculate the value and risk of the issuing of new bonds.
• M&As – the advisory services provided by investment banks relates to several aspects of the sale and acquisition of businesses or assets such as negotiation, pricing, valuation etc.
• Sales & Trading and Equity Research – the investment bank matches up buyers and sellers and uses their own account to buy and sell securities to carry out the trading of securities. This then creates a market for this security, thus providing liquidity and prices for investors.
• Retail Brokerage and Commercial Banking – here, customers are individual investors rather than a larger corporate investor. Investment banks can offer the services of insurers, commercial banks and security brokerages.
• Front Office and Back Office – investment banks can be separated into front, middle and back offices. Each of these sectors are very different from one another but still play a vital role in ensuring the bank runs smoothly.
What are the Models associated with Investment Banking?
Investment banking uses financial models to advise their clients. Financial modeling is the process whereby a real world financial situation is represented on a model. The model forecasts how much cash flow a project is expected to make.
The types of financial models are:
• Comparable Company Analysis Model
• Mergers and Acquisitions Model
Furthermore, there are many other types of financial models such as the budget model and initial public offering model (IPO), but the four models stated are the most common.
- This LBO model in excel analyzes the value of equity and the firm in a leveraged buyout operation.2,724 remove_red_eye259
Free Cash Flow for the Firm (FCFF) ValuationValue firms with operating income that is either positive or can be normalized to be positive742 remove_red_eye54
Excel Revolving Credit Calculator for annual modelsAn automatic excel algebraic approach for revolving loan facility in annual financial models (no macro & circular links)737 remove_red_eye67freeby Ivan Klykov
Leveraged Buyout LBO ModelA fully customizable excel LBO model to assess the debt level your firm can take in a deal & expected investor returns1,690 remove_red_eye100freeby Firmex
Modeler - convert a financial model into an AppThis tool is used to convert any financial model into a dynamic app using only Excel and Powerpoint.465 remove_red_eye44freeby Lance Rubin
Real Estate Excel ModelA Real Estate Financial Model where new property owners purchase their houses outright1,636 remove_red_eye156
FCFF (Free Cash Flow for the Firm) with exposure to country riskAllows the user to enter a measure of company exposure to country risk when making a valuation for a firm316 remove_red_eye36
Real Estate Property Cashflow AnalyzerHelps evaluate the characteristics of a property’s cashflow along with some explanations of the derived values.821 remove_red_eye84
Commercial Real Estate Financial ModelCompute a Commercial Real Estate Valuation and Financial Feasibility of your Investment Project - excel model1,616 remove_red_eye160freeby Will Ferrigno
Merger Synergy ValuationThis model estimates the value of synergy in a merger.530 remove_red_eye46
Gordon Growth ModelValue the equity in a stable firm paying dividends, with stable growth376 remove_red_eye34
Free Cash Flow for the Firm (FCFF) Stable Growth ModelValue a stable firm on the basis of free cashflows to firm.469 remove_red_eye35
Beta Calculation WorksheetCompute the Beta needed for your CAPM as to calculate the expected return of a company's share188 remove_red_eye21
Combination ModelA 22 section excel model to assess the impact on the financials of the combination of companies1,124 remove_red_eye80
Quarterly Leveraged Buyout LBO ModelAn LBO model illustrating a number of detailed analytical techniques to construct an acquisition LBO model with history455 remove_red_eye46
Saudi Cement Financial ModelThis model shows that you can make a reasonable simple model from the data in TAWDAL214 remove_red_eye28
All in One Private Equity ModelUsed by Investment Professionals at Private Equity and IB Firms2,311 remove_red_eye284$180.00by John Swan
How to Calculate A Return On Investment (Excel Basics)Calculating an investor's return using the "cash flow method"289 remove_red_eye20freeby Fred Wilson
Comparable Companies (NON-FDS) Excel ModelA full Excel valuation model template comparing companies104 remove_red_eye10
Leveraged Buyout LBO Model TemplateA full Leveraged Buyout LBO model template for a project to understand its different components and work with your own.1,443 remove_red_eye191
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