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Browse the Institute's latest publication resources, standards, templates, and previous releases.

Recently Published
Area: Valuation
Category: Excel Template
Date: Jul 30, 2026
DownloadDCF Valuation Template
A fully structured Excel template for building discounted cash flow valuations, including revenue projections, WACC calculations, terminal value analysis, and sensitivity tables.
Area: Private Equity
Category: Excel Template
Date: Jul 29, 2026
DownloadLBO Modeling Template
An Excel template designed for analyzing leveraged buyout transactions, covering debt schedules, sources & uses, and sponsor IRR calculations.
Area: Corporate Finance
Category: Excel Template
Date: Jul 28, 2026
DownloadThree-Statement Financial Model
A linked income statement, balance sheet, and cash flow model with the circularity handled, built to be extended rather than replaced.
Previous Releases
Area: Valuation
Category: Excel Template
Date: Jul 24, 2026
DownloadComparable Companies Workbook
A trading comparables workbook with calendarisation, capital structure adjustments, and a clean output page for benchmarking multiples.
Area: Mergers & Acquisitions
Category: Checklist
Date: Jul 19, 2026
DownloadM&A Process Checklist
A stage-by-stage checklist covering preparation, marketing, diligence, and signing, written for analysts running a process for the first time.
Area: Capital Markets
Category: Guide
Date: Jul 12, 2026
DownloadDebt Capacity and Covenant Guide
A short guide to sizing debt capacity, reading covenant packages, and understanding what lenders actually test for.
Area: Mergers & Acquisitions
Category: Excel Template
Date: Jul 7, 2026
DownloadAccretion / Dilution Model
A merger model template that isolates the drivers of EPS accretion and dilution across cash, stock, and mixed consideration.
Area: Investment Banking
Category: Guide
Date: Jul 1, 2026
DownloadTechnical Interview Preparation Pack
The technical questions that recur across interviews, grouped by topic, with worked answers rather than one-line definitions.
Resources Archive
Browse All Resources
RESOURCESValuation Excel Template
Author: Millard Elingstone
Date: Jul 30, 2026
DownloadDCF Valuation Template
A fully structured Excel template for building discounted cash flow valuations, including revenue projections, WACC calculations, terminal value analysis, and sensitivity tables.
Private Equity Excel Template
Author: Millard Elingstone
Date: Jul 29, 2026
DownloadLBO Modeling Template
An Excel template designed for analyzing leveraged buyout transactions, covering debt schedules, sources & uses, and sponsor IRR calculations.
Corporate Finance Excel Template
Author: Millard Elingstone
Date: Jul 28, 2026
DownloadThree-Statement Financial Model
A linked income statement, balance sheet, and cash flow model with the circularity handled, built to be extended rather than replaced.
Valuation Excel Template
Author: Millard Elingstone
Date: Jul 24, 2026
DownloadComparable Companies Workbook
A trading comparables workbook with calendarisation, capital structure adjustments, and a clean output page for benchmarking multiples.
Mergers & Acquisitions Checklist
Author: Millard Elingstone
Date: Jul 19, 2026
DownloadM&A Process Checklist
A stage-by-stage checklist covering preparation, marketing, diligence, and signing, written for analysts running a process for the first time.
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