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Effective Business Writing for Corporate Finance

2 Part Course  |  Acquire the Skills to Write an Effective Business Report

Effective Business Writing for Corporate Finance Training Course

A one-day course

  • Highly interactive workshop with several real-life Corporate Finance case studies
  • Experienced trainer, an M&A banker with years of writing Corporate Finance documents
  • Comprehensive material covering techniques and tips on improving business writing
  • Delegates encouraged to bring their own writing challenge to ‘solve’ during the session

  • Understand the key sections of a business report;
  • Learn how to juggle with and summarize tons of data;
  • Write a powerful, straight-to-the-point business report;
  • Feel more comfortable presenting their findings to a senior audience.

Part 1


  • What are the key skills of business writing?
  • Write with the reader in mind
  • Summarising data in a concise manner
  • Structure and organise your report
  • The “so what?” test 

Business Reports

  • What are the different types of business reports in Corporate Finance?
  • A Corporate Finance marketing presentation
  • An investment appraisal for a private equity firm
  • An information memorandum on a potential target
  • A presentation on financing needs for an acquisition

Case Study I: Several Corporate Finance business reports are presented to participants to identify best practise

Key sections

  • Executive summary
  • Key trends
  • Current situation assessment
  • Analysis of potential solutions/key considerations
  • Valuation analysis and financing considerations
  • Conclusion and next steps 

Part 2

Tips for Writing Effective Corporate Finance Reports

  • Report vs. essays
    • Focus on the key financing and strategic information through bullet points
    • Each bullet needs to make a point and provide a message
    • Reader often senior management, board-level
  • Planning & organizing the Corporate Finance report
    • What are the key messages underlying your M&A or financing storyline
    • What are the key sections and sub-sections?
  • Achieving a logical structure and sequence
    • Start with the executive summary
    • Use of headings, sub-headings, sections, subsections and numbering
    • Logical connection between ideas
    • Focus on topic sentences (first sentence of each paragraph)
    • Sections should lead naturally into the next
  • The executive summary
    • Consistent with the Corporate Finance analysis being presented
    • Exciting enough to read the details
    • Should stand on its own even if you haven’t read the original report
    • Should define the problem clearly and present solutions
  • Avoidance of repetition
    • Double-check section and sub-section headers
    • Ask yourself on each sentence: is this already mentioned elsewhere?
    • Make sure your work is diverse at every level
  • Cross-referencing
    • Consistency in numbers and financial analysis throughout
    • Source all data & information provided
    • Use consistent format – fonts and colour palette
  • Using an appropriate style of writing
    • Concise, relevant accurate, descriptive vs. analytical etc
    • Word choice, sentence fluency, and writer’s voice
  • Use of data
    • Choose powerful graphs & tables
    • Balance proportion of charts & texts
    • Data should reinforce the page message
  • Use of appendices
    • Show completeness and seriousness
    • Graphs and tables of secondary importance
    • Sensitivities on key results & analysis
    • Listing of all sources
  • Use of drafts
  • Report writing with multiple authors
Case Study 2: The concepts described above are illustrated by six small case studies, including;
  • Organising a Corporate Finance report based on a given transaction
  • Analysing a research report to comment on the logical structure
  • Writing the executive summary of an Information Memorandum
  • Identifying mistakes on a Board presentation to develop attention de detail
  • Analysing the style of a presentation (word choice, passive vs. active tone, the link between the sentences, etc.)
  • Reviewing and commenting on the pertinence of data and graphs in relation to the message of a presentation
Final Case Study:
  • Participants are split into groups of 3 to 4 professionals.
  • Participants are asked to write a brief 2-3 pages investment memorandum on potential business acquisition and related financing.
  • The participants are given numerous analysis and documents regarding a European company, including;
    • Business profile;
    • Description of the industry and sector outlook;
    • Financial statements and business forecasts;
    • Financing considerations.
  • Each group will present and defend their findings in front of the classroom.
  • A full debriefing on each group’s presentations will then take place.

The trainer has more than 20 years of experience in accounting and investment banking. He is an experienced financial trainer who has delivered courses for leading financial institutions and central banks in the City of London, Wall Street and around the world in the areas of Corporate Finance, Valuation (Industrials and Banks), Financial Modelling, M&A, LBO, Financial Accounting, Capital Markets, Bank Regulatory Capital and Financial Risks, both in English and French.

He began his career as a Credit Analyst at Banque Continentale in Luxembourg, where he conducted credit analyses for short and long-term credits and participation in loan syndications. He then worked as a Senior Auditor for Deloitte & Touche in Luxembourg companies, auditing and preparing financial statements for a variety of banks, insurance, investment funds, venture capital and commercial companies.

He continued his career in Investment Banking at Citigroup (ex-Salomon Smith Barney) in London and New York where he worked on a variety of M&A, LBO and debt offerings, mainly for financial services clients. He was involved in the EUR 20 billion public offer of Crédit Lyonnais by Crédit Agricole, one of the largest European banking transactions.

He then worked as a Vice-President in the internal M&A department of Barclays Bank in London where his experience included the acquisition of ABSA for US$ 5 billion, one of the leading South African banks, the purchase of ING Private Banking in France and the failed acquisition of Banco Atlantico in Spain.

Recently, he was a Director in the Investment Banking department of Commercial International Bank (CIB), the largest non-government bank in Egypt, where he has successfully completed several transactions including two sell-side M&A deals, one follow-on equity offering and a delisting. He worked extensively with leading sovereign wealth funds, private equity firms and prominent families in the UAE, Qatar, Kuwait and Saudi Arabia.

The trainer is currently a senior advisor to an M&A practice based in Paris and focuses on buy-side and sell-side transactions, mainly in the technology sector.

The trainer has an MBA in Finance from the Kellogg School of Management in Chicago and a Bachelor of Science in Finance from Groupe INSEEC (“International Management Institute of Paris”). He also holds « Series 7 » and « Series 63 » US licenses.

This training is focused on acquiring the skills to write an effective business report for Corporate Finance and Mergers & Acquisitions professionals.

Upon completion of this intensive one-day course, participants will be able to:

  • Understand the key sections of a business report;
  • Learn how to juggle with and summarize tons of data;
  • Write a powerful, straight-to-the-point business report;
  • Feel more comfortable presenting their findings to a senior audience.
Number of places:
Part 1
Number of places:
Part 2


Per participant per part
Discounts available for multiple place booking find out more

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