Macabacus Learn: Operating, Merger and LBO Model Tutorials
Macabacus
Free step-by-step walkthroughs for building an operating model, a public-company merger model and an LBO model in Excel, plus downloadable DCF, merger, short-form and long-form LBO and IPO templates using banking formatting conventions.
More resources on Investment Banking
The Book of Jargon: US Corporate and Bank Finance
Free glossary of more than 1,100 corporate and bank finance terms covering merger, leveraged finance, credit agreement and securities vocabulary, available online, as a PDF and as a mobile app. Written for juniors who meet deal slang before anyone defines it. Deal vocabulary is the practical entry barrier to reading credit agreements, merger agreements and filings.
Barbarians at the Gate: The Fall of RJR Nabisco
Reporters' reconstruction of the 1988 RJR Nabisco leveraged buyout, following the auction from the management buyout proposal to KKR's winning bid, showing how bankers, boards, financing commitments and fee incentives behave inside a live deal.
Investment Banking: Valuation, LBOs, M&A, and IPOs (3rd Edition)
The standard practitioner text on banker valuation work: comparable companies, precedent transactions, DCF, LBO, merger and IPO analysis, worked step by step. The third edition ships with six downloadable Excel model templates matching the chapters.