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Master the IB Modeling Test: Excel, Valuation & Transaction Analysis
Master the IB Modeling Test: Excel, Valuation & Transaction Analysis
Offered by Dan B.
Ex-Raymond James M&A | 4 Deals / $1B+ EV | Broke In from Private Credit
Studied at Emory University Goizueta Business School
Worked at PeakEquity Partners
Description
Prepare for investment banking modeling tests with a structured approach to Excel, financial modeling, valuation, and transaction analysis. Depending on your recruiting process and experience level, we can work through three-statement modeling, DCF analysis, trading comparables, precedent transactions, financial forecasting, transaction assumptions, and other common modeling exercises. We’ll also focus on Excel efficiency, model structure, formatting, time management, and how to review your work under pressure. The goal is not simply to produce the correct answer. It’s to build a model that is accurate, efficient, easy to follow, and defensible when someone asks you to explain your assumptions and conclusions.
What you'll get from this package
Repeatable framework for completing IB modeling tests
Stronger Excel and financial modeling skills
Improved valuation and transaction-analysis capabilities
Greater speed, accuracy, and confidence under timed conditions
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Offered by Dan B.
Joined August 2026
Ex-Raymond James M&A | 4 Deals / $1B+ EV | Broke In from Private Credit
With a solid foundation in finance from Emory University's Goizueta Business School, I built a successful career in investment banking and private equity. My experience spans roles at top firms like J.P. Morgan, Raymond James, and PeakEquity Partners, where I honed my skills in technology and services M&A and software private equity. Whether you need guidance on resume building, interview preparation, or networking strategies, I'm here to support your career goals. Let's connect and create a tailored plan for your success.
$850
7h–10h of coaching