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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

Emory University Goizueta Business School Logo

Studied at Emory University Goizueta Business School

PeakEquity Partners Logo

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


Dan B.

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.

Experience level: Analyst

$850

7h–10h of coaching