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Capstone project RS 401

The capstone pulls the whole course together into one piece of work you could show an employer or a professor. Do it after the ten modules. You mark it yourself against the rubric below; it is one of the two requirements for the certificate, with the final exam.

The brief

Prepare a pitch book of 12 to 15 slides or pages advising the board of a real public company on one transaction of the learner's choice: an acquisition of a named target, a sale of the company, or an IPO of a division. Required contents:

  1. situation overview
  2. strategic rationale
  3. valuation of the target using trading comps, precedent transactions and a DCF, summarized in a football field
  4. proposed price, premium and form of payment
  5. financing plan and pro forma leverage
  6. accretion and dilution analysis with and without synergies
  7. key risks, approvals and timeline
  8. a recommendation

Rubric

CriterionWeight
Valuation and model accuracy35%
Quality of the strategic argument25%
Deal structuring and risk analysis25%
Presentation15%
Total100%

Score each criterion out of its weight, honestly. A total of 70% or more is a pass. If you score lower, revise the weakest part and mark it again.

Mark it complete

Self-assessment

When your capstone is finished and marked against the rubric, record your score here. It is stored only in this browser.

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Educational content only; not investment, tax or legal advice. Companies, tickers and figures are illustrative examples, not recommendations. Rules, rates and limits change, so check current details with the regulator, exchange or tax authority before relying on them. Worked examples are not forecasts. Written by Elizabeta Dimoska. RiskStock is not a registered dealer or adviser.