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FINANCE ACCOUNTING   

Investment Banking and Private Equity Finance Training

Become an Investment Banking & Private Equity Finance Expert

Build practical expertise in financial modeling, valuation, mergers & acquisitions, leveraged buyouts, and private equity investment analysis. Learn through real-world case studies and hands-on projects to develop industry-ready investment banking skills.

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Course Overview
  

Course Overview

Investment Banking and Private Equity play a pivotal role in corporate finance by facilitating capital raising, mergers and acquisitions, business valuation, strategic investments, and long-term value creation. Investment bankers advise organizations on raising equity and debt capital, executing mergers and acquisitions (M&A), and restructuring businesses, while private equity professionals identify high-potential companies, structure investments, improve operational performance, and maximize investor returns. As global financial markets continue to evolve, organizations seek professionals with strong analytical, valuation, financial modeling, and transaction execution skills.

The Investment Banking and Private Equity Finance Training by myTectra is a comprehensive instructor-led program designed to equip participants with practical expertise in corporate finance, financial statement analysis, business valuation, financial modeling, mergers and acquisitions, leveraged buyouts (LBO), private equity investments, capital markets, due diligence, portfolio value creation, and exit strategies. Participants will gain hands-on experience through Excel-based financial modeling, valuation exercises, real-world transaction case studies, and end-to-end investment analysis.

Through interactive workshops, financial simulations, transaction modeling, and a capstone investment project, learners will develop the practical knowledge and analytical capabilities required to succeed in investment banking, private equity, corporate finance, financial advisory, and investment management roles.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand investment banking and private equity business models.
  • Analyze corporate financial statements for investment decisions.
  • Apply business valuation techniques using industry methodologies.
  • Build financial models using Microsoft Excel.
  • Evaluate mergers, acquisitions, and capital raising transactions.
  • Conduct financial and operational due diligence.
  • Structure private equity investments and leveraged buyouts.
  • Assess investment risks and portfolio value creation strategies.
  • Analyze exit strategies and investor return metrics.
  • Support strategic financial decision-making using investment analysis.

Prerequisites

Recommended:

  • Basic understanding of finance and accounting
  • Familiarity with financial statements
  • Basic Microsoft Excel skills
  • Interest in investment banking and corporate finance

No prior investment banking experience is required.

Target Audience

This course is ideal for:

  • Investment Banking Analysts
  • Financial Analysts
  • Corporate Finance Professionals
  • Private Equity Associates
  • Equity Research Analysts
  • M&A Professionals
  • Venture Capital Analysts
  • Financial Consultants
  • Business Analysts
  • Chartered Accountants
  • MBA Finance Students
  • Commerce Graduates
  • Investment Professionals
  • Entrepreneurs
  • Professionals pursuing careers in investment banking and private equity

Training Methodology

  • Instructor-Led Interactive Sessions
  • Hands-on Financial Modeling Workshops
  • Microsoft Excel Practical Labs
  • Business Valuation Exercises
  • Investment Banking Case Studies
  • M&A and Private Equity Simulations
  • Group Discussions and Peer Learning
  • Real-World Transaction Analysis
  • Capstone Investment Project
  • Practical Assessments and Assignments

Tools Covered

  • Microsoft Excel
  • Financial Modeling Templates
  • DCF Valuation Models
  • Comparable Company Analysis Templates
  • Precedent Transaction Analysis Models
  • LBO Modeling Templates
  • Capitalization Table Templates
  • Financial Ratio Analysis Worksheets
  • Investment Pitch Book Templates
  • Due Diligence Checklists

Key Benefits

  • Gain practical investment banking and private equity expertise.
  • Master business valuation and financial modeling techniques.
  • Learn M&A, IPO, and leveraged buyout transaction processes.
  • Build Excel skills for advanced financial analysis and modeling.
  • Develop expertise in due diligence and investment evaluation.
  • Understand capital markets and corporate fundraising strategies.
  • Improve portfolio value creation and investment return analysis.
  • Analyze real-world investment banking and private equity cases.
  • Strengthen corporate finance and strategic decision-making skills.
  • Prepare for careers in investment banking and private equity.
  

Course Outcomes

After completing this course, participants will be able to:

Master investment banking & private equity fundamentals.
Master investment banking & private equity fundamentals.
Business valuations using DCF & market-based approaches.
Business valuations using DCF & market-based approaches.
Build financial models for investment & acquisition analysis.
Build financial models for investment & acquisition analysis.
Analyze mergers, acquisitions & leveraged transactions.
Analyze mergers, acquisitions & leveraged transactions.
Conduct due diligence for investment decisions.
Conduct due diligence for investment decisions.
Structure private equity deals using best practices.
Structure private equity deals using best practices.
Evaluate investment risks and portfolio value strategies.
Evaluate investment risks and portfolio value strategies.
Apply capital markets knowledge to fundraising & IPOs.
Apply capital markets knowledge to fundraising & IPOs.
Utilize Excel for financial modeling and valuation.
Utilize Excel for financial modeling and valuation.
Develop job-ready skills for investment banking & equity.
Develop job-ready skills for investment banking & equity.
  

Course Outline

Module 1: Introduction to Investment Banking and Private Equity

Topics Covered

  • Introduction to Investment Banking
  • Introduction to Private Equity
  • Financial Services Ecosystem
  • Investment Banking Functions
  • Buy-Side vs. Sell-Side
  • Corporate Finance Fundamentals
  • Role of Private Equity Firms
  • Financial Markets Overview
  • Industry Trends
  • Career Opportunities

Practical Exercises

  • Explore investment banking divisions
  • Compare buy-side and sell-side models
  • Analyze financial market participants
  • Understand private equity structures
Module 2: Private Equity Funds and Investment Lifecycle

Topics Covered

  • Private Equity Fund Structure
  • General Partners (GPs)
  • Limited Partners (LPs)
  • Fundraising Process
  • Capital Commitments
  • Capital Calls
  • Investment Lifecycle
  • Portfolio Companies
  • Fund Performance Metrics
  • Fund Economics

Practical Workshops

Analyze:

  • Fund structure
  • Capital deployment
  • Portfolio lifecycle
  • Fund performance metrics
Module 3: Financial Statement Analysis and Corporate Finance

Topics Covered

  • Income Statement Analysis
  • Balance Sheet Analysis
  • Cash Flow Statement Analysis
  • Ratio Analysis
  • Working Capital Management
  • Profitability Analysis
  • Liquidity Analysis
  • Capital Structure
  • Financial Performance Evaluation
  • Corporate Finance Principles

Practical Workshops

Perform:

  • Financial ratio analysis
  • Company performance review
  • Working capital analysis
  • Financial statement interpretation
Module 4: Business Valuation Techniques

Topics Covered

  • Valuation Fundamentals
  • Discounted Cash Flow (DCF)
  • Comparable Company Analysis
  • Precedent Transaction Analysis
  • Enterprise Value
  • Equity Value
  • Valuation Multiples
  • Sensitivity Analysis
  • Pricing Strategies
  • Valuation Best Practices

Practical Workshops

Build:

  • DCF valuation model
  • Comparable company analysis
  • Transaction valuation
  • Sensitivity analysis
Module 5: Financial Modeling Using Microsoft Excel

Topics Covered

  • Excel for Investment Banking
  • Three-Statement Financial Modeling
  • Revenue Forecasting
  • Cost Forecasting
  • Financial Projections
  • Scenario Analysis
  • Sensitivity Analysis
  • Dashboard Development
  • Model Validation
  • Financial Modeling Best Practices

Practical Workshops

Develop:

  • Integrated financial model
  • Forecasting model
  • Scenario analysis
  • Executive dashboard
Module 6: Deal Sourcing and Transaction Origination

Topics Covered

  • Deal Sourcing Strategies
  • Target Company Identification
  • Industry Research
  • Market Screening
  • Investment Criteria
  • Opportunity Assessment
  • Deal Pipeline Management
  • Confidentiality Agreements
  • Initial Deal Evaluation
  • Investment Memorandum

Practical Workshops

Create:

  • Deal pipeline
  • Target shortlist
  • Opportunity assessment
  • Investment memo
Module 7: Deal Structuring and Capitalization Tables

Topics Covered

  • Deal Structuring Fundamentals
  • Equity Financing
  • Debt Financing
  • Hybrid Securities
  • Capitalization Tables
  • Ownership Dilution
  • Share Classes
  • Investor Rights
  • Waterfall Structures
  • Transaction Documentation

Practical Workshops

Prepare:

  • Capitalization table
  • Ownership analysis
  • Investment scenarios
  • Deal structure comparison
Module 8: Due Diligence and Transaction Analysis

Topics Covered

  • Financial Due Diligence
  • Commercial Due Diligence
  • Legal Due Diligence
  • Tax Due Diligence
  • Operational Due Diligence
  • ESG Due Diligence
  • Quality of Earnings Analysis
  • Risk Assessment
  • Due Diligence Reporting
  • Investment Recommendations

Practical Workshops

Conduct:

  • Due diligence review
  • Risk analysis
  • Financial validation
  • Investment recommendations
Module 9: Mergers and Acquisitions (M&A)

Topics Covered

  • Introduction to Mergers and Acquisitions
  • Strategic and Financial Acquisitions
  • Merger Structures
  • Acquisition Financing
  • Synergy Analysis
  • Deal Negotiation Process
  • Transaction Execution
  • Cross-Border M&A
  • Post-Merger Integration
  • M&A Best Practices

Practical Workshops

Analyze:

  • M&A case studies
  • Synergy calculations
  • Acquisition proposals
  • Integration strategies
Module 10: Leveraged Buyouts (LBO)

Topics Covered

  • Leveraged Buyout Fundamentals
  • Sources and Uses of Funds
  • Debt Structure
  • LBO Financial Modeling
  • Debt Repayment Schedule
  • Internal Rate of Return (IRR)
  • Multiple on Invested Capital (MOIC)
  • Exit Assumptions
  • Return Sensitivity Analysis
  • LBO Best Practices

Practical Workshops

Build:

  • Complete LBO model
  • Debt repayment schedule
  • Return analysis
  • Exit valuation model
Module 11: Portfolio Value Creation and Performance Management

Topics Covered

  • Value Creation Strategy
  • Revenue Growth Initiatives
  • Cost Optimization
  • EBITDA Improvement
  • Operational Excellence
  • Portfolio Company Monitoring
  • Key Performance Indicators (KPIs)
  • Financial Performance Reporting
  • Strategic Business Planning
  • Portfolio Exit Readiness

Practical Workshops

Develop:

  • Value creation roadmap
  • KPI dashboard
  • Business performance review
  • Strategic improvement plan
Module 12: Capital Markets and Fundraising

Topics Covered

  • Equity Capital Markets (ECM)
  • Debt Capital Markets (DCM)
  • Initial Public Offerings (IPOs)
  • Follow-on Public Offerings
  • Private Placements
  • Convertible Securities
  • Capital Raising Strategies
  • Investor Relations
  • Roadshows and Pitch Books
  • Market Timing Considerations

Practical Workshops

Prepare:

  • IPO strategy
  • Investor presentation
  • Capital raising plan
  • Market analysis
Module 13: Exit Strategies and Investment Returns

Topics Covered

  • Exit Planning
  • Trade Sales
  • Secondary Buyouts
  • Initial Public Offerings
  • Management Buyouts
  • Dividend Recapitalization
  • Exit Valuation
  • Return Measurement
  • Fund Performance Evaluation
  • Exit Strategy Selection

Practical Workshops

Evaluate:

  • Exit alternatives
  • Return calculations
  • Investment performance
  • Exit valuation scenarios
Module 14: Investment Risk, Governance, and Regulatory Compliance

Topics Covered

  • Investment Risk Management
  • Market Risk Analysis
  • Financial Risk Assessment
  • Operational Risk
  • Corporate Governance
  • Regulatory Compliance
  • ESG Investing Principles
  • Ethical Investment Practices
  • Investment Controls
  • Industry Best Practices

Practical Workshops

Perform:

  • Risk assessment
  • Governance evaluation
  • Compliance review
  • ESG investment analysis
Module 15: Investment Banking and Private Equity Case Studies

Topics Covered

  • Global Private Equity Transactions
  • Successful M&A Deals
  • IPO Case Studies
  • Startup Investment Analysis
  • Distressed Asset Investments
  • Turnaround Strategies
  • Cross-Border Transactions
  • Unicorn Growth Stories
  • Industry Trends
  • Lessons from Successful Investments

Practical Workshops

Analyze:

  • Investment case studies
  • Acquisition strategies
  • Valuation decisions
  • Investment recommendations
Module 16: Capstone Project – Investment Banking and Private Equity Transaction

End-to-End Investment Banking and Private Equity Project

Participants will:

  • Analyze a target company's financial statements and business model.
  • Perform DCF, comparable company, and precedent transaction valuations.
  • Build three-statement financial and LBO models using Microsoft Excel.
  • Conduct financial, legal, commercial, and operational due diligence.
  • Design an optimal deal structure and capitalization table.
  • Evaluate financing alternatives and investment risks.
  • Develop value creation strategies for portfolio companies.
  • Recommend suitable exit strategies and estimate investor returns.
  • Prepare an investment committee presentation with financial insights.
  • Present a complete investment banking and private equity transaction.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

The financial modeling and valuation sessions were the highlight of this program. Building DCF and LBO models with real business scenarios helped me understand how investment decisions are made in practice. myTectra has designed a course that balances theory with hands-on application exceptionally well.
Vikash Sahaan
Investment Banking Analyst
This training gave me a much clearer understanding of mergers, acquisitions, and private equity transactions. The discussions around due diligence, deal structuring, and portfolio value creation reflected the challenges we encounter in corporate finance. Every module added practical value to my professional role.
Sridhar Ranga
Corporate Finance Manager
I enrolled to strengthen my valuation skills, but the course covered much more than I expected. The investment banking workflows, Excel-based financial models, and transaction case studies made even complex topics easy to follow. The trainer encouraged analytical thinking rather than simply explaining concepts.
Renuka Nair
Equity Research Associate
The structured approach from financial statement analysis to private equity exit strategies made the learning journey very engaging. I particularly appreciated the practical exercises on deal evaluation and investment returns because they closely mirrored real-world transactions. This myTectra program has been a valuable addition to my finance career.
Shraddha Bedi
Associate Consultant – Financial Advisory

Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

FAQ's

What is the duration of this course?

The total course duration is 40 hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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Accelerate Your Investment Banking & Private Equity Career

Build practical skills in investment banking, financial modeling, valuation, and private equity transactions.