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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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aka Schedule 13D
of course.
it also applies to indirect ownership, e.g. options/swaps/warrants/etc. for Sched 13D each option may be treated as if Delta = 1, so be careful.
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