Excel, PowerPoint & Presentations for Investment Bankers

Develop practical Excel skills investment bankers use daily, bridging mergers and acquisitions theory with hands-on analysis to master essential and common topics analysts need.

Master managing Excel spreadsheets by renaming, adding, copying, moving, coloring, hiding, and deleting sheets; learn to share workbooks, protect sheets and workbooks with passwords, and use undo and save shortcuts.

Learn to manage rows and columns in spreadsheets by inserting, deleting, cutting, copying, pasting, hiding, resizing, and auto-fitting content, with practical keyboard shortcuts.

Master Excel cells as the building blocks of financial models, learning cell formats, navigation, copy-paste, alignment, borders, conditional formatting, and comments for clear investment banking analyses.

Learn to link cells in Excel by writing formulas, creating dynamic references for financial modeling, and control absolute and relative references with dollar signs as you drag.

Master copy and paste options in Excel, including formulas, values, formats, links, pictures, and paste special, transpose, and operations for efficient data handling.

Master sort and filter data in Excel to organize large financial data by value, color, city, points, and advanced criteria for efficient analysis.

Learn to format and print Excel workbooks for professional reports by setting the print area, repeating top rows, and using page break preview to ensure clean, print-ready pdfs.

Explore essential Excel formulas for analysts, including sum, average, count, subtraction, multiplication, and power, plus the sumproduct for multi-range calculations and a practical area example.

Explore essential statistical formulas in Excel, including average, median, weighted average, max, and min, using a data table and range selections to analyze boat length data.

Learn to use Excel conditional statements, including if, sumifs, countifs, and averageifs, to build financial models and tax calculations for investment banking analyses.

Explore count formulas in Excel for investment banking, comparing count, counta and countblank, with practical tips on handling gaps, holidays, and navigating data using keyboard shortcuts.

Explore essential database formulas for M&A analysts, including vlookup, hlookup, index, and match, to retrieve exact data from tables for financial modeling and scenario analysis.

Learn vital Excel text formulas for investment banking data tasks, from upper, lower, and proper to trim, len, replace, left, right, and concatenate, for cleaning and rejoining text.

Master common financial formulas used by investment bankers, including growth rate and compound growth rate calculations, operating profit margin, and applying these to revenue, EBIT, and financial modeling.

Learn essential keyboard shortcuts for Excel and PowerPoint, including Alt+Tab navigation, sheet navigation with Ctrl/Page Up or Down, and Alt H logic plus Format Painter to boost efficiency.

Master advanced PowerPoint skills for investment banking, crafting concise, visually strong marketing documents like teasers and information memorandum, and applying practical tricks for standout presentations.

Master PowerPoint alignment using rulers, grid lines, and guides to craft polished slides. Create four equal sections with aligned headings and text for a professional advisory presentation.

Learn to insert and edit text boxes in PowerPoint, apply font and paragraph formatting from size and color to bullets, alignment, margins, and footnotes.

Learn how to insert and modify tables in PowerPoint, create a financial and facts summary table for Ryanair, and format cells, borders, and text using table design and layout tools.

Explore PowerPoint shapes to create and customize visuals: insert, fill, outline, resize, align, edit points, group, and stack text with shapes to build diagrams and a financials table.

Master managing pictures in PowerPoint, including inserting pictures with snipping tool, resizing and cropping, applying styles, and compressing to reduce file size for email-friendly presentations.

Master PowerPoint's slide master to create custom master slides, themes, and layouts for a cohesive presentation. Build cover pages, section breaks, and slides to save time and keep slides aligned.

Learn to add and manage headers and footers in PowerPoint using the slide master, applying slide numbers, dates, and a confidentiality disclaimer across all slides.

Create a strategic potential investor list for Amigo's Airlines using a PowerPoint slide, detailing country, market cap, revenue, notes, and possible interest with visual cues for strongest buyers.

Build a PowerPoint company organization chart from board of directors to the CEO and executives and departments, using clean shapes and arrows for information memorandums to buyers.

Learn to combine Excel charts and PowerPoint visuals to create compelling marketing documents, including teasers and information memorandums, for advisory presentations.

Build and customize Excel charts to support investment banking analysis, including bar, pie, scatter, and bubble charts, sum-of-parts, two-axis, and football-field charts, plus DCF and comparable companies analysis.

Learn to build column charts in Excel to display revenue trends over time, customize data series, add data labels, and create clustered, stacked, and 100% stacked charts.

Create and customize Excel bar charts to illustrate revenue development from 2013 to 2016, including clustered, stacked, and 100 percent bar charts, with polished axes, labels, and legends.

Create and customize pie charts in Excel to show shareholding structures with a monochromatic blue palette and bold data labels for investment banking presentations.

Learn to build simple line charts and line charts with markers in Excel, using two vertical axes to compare Facebook and Twitter share prices, with formatting and data labels.

Explore creating scatter charts in Excel to compare EV/EBITDA multiples across five healthcare companies, visualize investor valuations, and customize axes, titles, and data labels; introduction to bubble charts next.

Create bubble charts in Excel to compare valuations, using bubble size to represent enterprise value and data labels for multiples, with axis and style refinements.

Learn to build a waterfall (sum of parts) chart in Excel to break down 2016 revenues by region, using data labels, custom series, and formatting for presentation-ready visuals.

Learn to create charts with two vertical axes in Excel, combining revenues and oil price per barrel using a cluster column and a line with markers on a secondary axis.

Develop a PowerPoint teaser from scratch, integrating Excel charts and financial highlights into a cover page, overview, investment highlights, brands, products, and advisors' contact details to engage potential buyers.

Develop a concise Starbucks teaser using excel and PowerPoint, featuring a cover page, disclaimer, company overview, key investment highlights, and core financials with milestone charts.

Summarize six key investment highlights for a teaser, showcasing Starbucks' global brand, stable revenue and cash flow, and Asia-Pacific growth with in-store food sales diversification.

This teaser teaches how to build a brands and products page in PowerPoint for Starbucks, showing logos, store counts, and acquisition details for an information memorandum.

Learn to craft a complete teaser by presenting the key financials page, including revenue trends, product and regional breakdowns, and share price comparisons, using Excel charts and PowerPoint formatting.

wraps up the investment bankers PowerPoint presentations course. offers thanks for choosing this course and points you to financial statements, ratio analysis, and financial modeling and valuation resources.