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!!!

2 Comments
 

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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