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IDENTIFYING OPPORTUNITIES THROUGH FINANCIAL ANALYSIS
 
     
  Summary Description  
  This workshop equips participants with analytical techniques that focus on a client’s financial statements to identify and analyze the nature of financing needs. It may be combined with a credit workshop or with one on business solutions for identified needs.  
     
  Methodology  
  Presentations, case studies, group work and classroom discussion  
     
  Target Audience  
  Analysts, associates and managers in middle market and corporate segments  
     
  Main Topics  
 
Levers of business value creation
Financial statements as sources for identifying financing needs:
- Principal identification technique
- Asset Turnover
- Fixed Asset Turnover
- Sustainable Growth Level
- Working Capital
Covenants and triggers in structuring operations
Commented ratings to identify needs
Cash flows: cash generation seasonality, financing terms and conditions
  Ratings, structuring and guarantees: acceptable financing levels for each
  rating, analyzing collateral and guarantees, the valuation, documentation,
  control and execution (VPCE) methodology for analyzing collateral
  and guarantees
Credit analysis for structuring solutions
- Foreign trade
- Cash management
- Lending desk
- Structured assets
 
       
 
  Duration  
  2 to 3 days  
     
   
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