Debt / Equity Financing Modeling, pls help!!

I'm a 1st year Analyst coming up on the 2-year mark and I've yet to work on a debt or equity financing deal...I'm lateraling and I'm fully expecting to work on one at my new firm, does anyone have a debt / equity financing model they could share or resources to utilize so I can get spun up and don't start out looking like a dumbass at my new firm? Thanks in advance!!!

 

Based on the most helpful WSO content, here are some resources and tips to get you up to speed on debt and equity financing modeling:

Resources for Debt Financing Modeling:

  1. Restructuring / Distressed Debt Modelling:

    • Look into resources tailored for restructuring, such as liquidation waterfall and recovery analysis models.
    • Recommended resources include:
      • Moyer's "Distressed Debt Analysis"
      • Houlihan Lokey case studies
      • Reorg Research for waterfall models
  2. Financial Modeling Templates:

    • WSO offers various financial modeling templates that can be very useful. These include:
      • 3 Statement Model
      • DCF Modeling Training
      • Accretion Dilution Model

Resources for Equity Financing Modeling:

  1. Equity Research Process:

    • Engage with resources that detail the equity research process. This can help you understand the fundamentals and advanced techniques used in equity financing.
  2. Financial Modeling Best Practices:

    • Familiarize yourself with best practices in financial modeling to ensure your models are robust and reliable.

General Financial Modeling Resources:

  1. WSO Financial Modeling Resources:

    • Explore the comprehensive guides and templates available on WSO, which cover various types of financial models and best practices.
  2. Investment Banking Interview Questions:

    • Reviewing these can provide insights into the types of questions and scenarios you might encounter, helping you prepare more effectively.

Practical Tips:

  • Practice with Real Models: Try to get your hands on actual models used in previous deals. This will give you a practical understanding of how these models are structured and used.
  • Engage with Case Studies: Case studies, especially those from reputable firms like Houlihan Lokey, can provide real-world examples and deepen your understanding.
  • Leverage Online Courses: Consider enrolling in online courses that specialize in financial modeling for debt and equity financing. These courses often provide hands-on exercises and detailed explanations.

By utilizing these resources and tips, you should be well-prepared to handle debt and equity financing deals at your new firm. Good luck!

Sources: Equity guys, what resources do you use for your research process?, Equity is cheaper than debt, isn't it?, Restructuring / Distressed Debt Modelling, Is debt more attractive than equity right now?, https://www.wallstreetoasis.com/forum/real-estate/is-anyone-lending?customgpt=1

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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