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Week of Jan 25
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Week of Feb 1
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Week of Feb 8
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Week of Feb 15
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Week of Feb 22
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Week of Mar 1
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Week of Mar 8
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April 19
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May 14-16
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CORPORATE FINANCE OVERVIEW
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CORPORATE FINANCE ANALYSIS
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ACCESSING THE CAPITAL MARKETS
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TRANSACTION ANALYSIS
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An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis Cognella Publishing
Link to Purchase the Textbook
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Intro Part IV - Company Specific Analysis Chapter
#15
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Chapter #15
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Chapter #16
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Chapter #16
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Chapter #17
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Chapter #17
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Chapter #5
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Chapter #6
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Chapter #7
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Chapter #8
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Chapter #9
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Fundamentals of Corporate Finance Ross,
Westerfield & Jordan 12th Edition ISBN
978-1-259-91895-7
Amazon Link
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Chapters #2-3
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Chapters #2-3
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Chapters #11
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Chapters #11
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Chapters #11
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Assigned Lectures & Class Presentations
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AGENDA: - Biography
- Syllabus/Website
- Active Learning / Templates
- Project
- Intro to Finance - Class
CLASS # 1: Introduction to Finance - Overview
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AGENDA: - Financial Statements
- Building Cash Flow
Lecture1 Presentation
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AGENDA: - Financial Ratio Analysis
- Projections Concepts
Lecture 2 Presentation
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AGENDA: - Projections Concepts
Lecture 3 Presentation
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AGENDA: - Corporate Valuation (Public Companies)
Lecture 4 - Public Company Valuation
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AGENDA: - Corporate Valuation (Private Companies)
Lecture 5 - Private Company Valuation - Alexandra Hotel
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AGENDA: CASE STUDIES SERIES (Financial Model) - COLADO
DENTAL
- EXTENDED STAY AMERICA
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AGENDA: - Bonds (Primary and Secondary Markets Mechanics)
Lecture 6 Presentation- - Corporate Bonds
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AGENDA: - FINAL EXAM REVIEW
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Zoom Recordings
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Assigned Spreadsheets
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Chapter 15 Worksheets (Figures)
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Cash Flow and Ratio Analysis Template
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Projections' Analysis
Chapter 16 Spreadsheet - Case Study Projections
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Projections Template Model
Proforma Balance Sheet Template & Answers
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Valuation Analysis
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Public to Private LBO Model
LBO Transaction Analysis
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Corporate Bonds - The Mechanics
CASE STUDY #1: Colorado Dental LBO
Colorado Dental - Completed LBO Model with Equity IRR
LBO and Equity IRR Full Model Blank
LBO and Equity IRR Full Model Template
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Private Company Valuation - Alexandra Hotel
Alexandria Hotel - Private Co Valuation, IRR, CAPM and WACC
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Transaction S&U, WACC and Debt Capacity
Extended Stay America
Public to Private LBO Model
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EXAMS
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MIDTERM EXAM
Midterm Exam Review Chapter 15, 16, 17
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FINAL EXAM
Zoom Recording 5/5 (Exam Review)
Final Exam Review
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Homework Assignments (Via
Active Learning or manually)
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Hwk #1 Due February 19
Problems 15.1 and 15.2
Chapter 15 Problem Worksheet
Chapter 15 Problems - Answers
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Hwk #2 Due March 5
Problems 16.1 and 16.2
Chapter 16 Case Study Problems
Chapter 16 Spreadsheet - Problems Template Projections
Chapter 16 Spreadsheet - Problems Answers Projections
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Hwk #3 Due on March 12 11.59pm Chapter 17 (Problems 17.1-17.2)
Chapter 17 Problems
Chapter 17 Answers Valuation
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Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
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Project Assignment
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Project Description and Assigned Companies
Yahoo Finance
Hyatt Financial Analysis and Valuation
Auto Nation
Boeing
Iron Mountain
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Relevant Articles/Links
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