Check out over 120 testimonials below.
James suggested ideas / techniques that I hadn’t previously thought of that I really saw the value of using in my everyday work
Feel more hopeful and satisfied in my role.
The way participants were challenged and asked to think of “how would you solve this/what would you do in this situation” was great. It made people think outside their usual comfort zones without even knowing it – that is the real magic!
The discussion of topics that I didn’t think about in much depth before (pretty much all of them) and key takeaways and action points going forward.
Very good use of my time, would recommend this to every consultant
Overall really enjoyed the session, it was really beneficial and some of the best training content and delivery that I’ve had at the firm so far.
Really enjoyed the sessions. Really down to earth and useful. The opposite of the normal corporate training that is trying too hard to be trendy and sticking to the theoretical ideal of how we ‘should’ work
Made we think about areas I’d never considered before and enabled me to reflect on where I can improve my performance and conduct
The funds flow/locked box and working capital adjustment was most useful
Great how it was clearly a tailored course and the supporting materials and content were super detailed (e.g. detailed list of cash / debt like is useful to have to hand on any transaction)
I found the way James discussed, debated, and drew clear conclusions the most helpful. Rather than teaching from a textbook session, it was dynamic.
Overall a great course and very valuable having someone who’s got the M&A experience taking the time to teach you the intricacies
I think James really made the training a success – he was easy to speak to and could control the room well, so people listened.
Live modelling as a group, interactive questioning was most useful
I really feel that I know more about the concepts covered then before the training – I can’t say that about every finance course I’ve attended
Modelling work (3 statement model, LBO, Locked Box, Funds Flow) super helpful, very well explained and the examples were helpful
Having an overview of the overall process and the individual process technicalities involved (i.e. the interaction between finalising a deal and the locked box mechanism) was great
I thought the course was extremely beneficial and I’m so glad it aligned so well with joining the firm / CF – I think it’s given me a great base to build off!
James was really personable and gave useful examples based on his experience which made the course more engaging, interesting and easier to understand
On every session delivered, I learnt topics which I either didn’t know or knew briefly and Financa topped up the understanding. Working through materials and examples were the best part of the sessions.
The most applicable / relevant training that we’ve had to date. No doubt that everyone is better at their job now than a month ago
Accounting, modelling and QoE sessions were most useful
Extremely relevant for day to day role, no question too stupid
I found the discussion on mid-market M&A useful to consolidate what I’ve done in practice in my first 6 months
All feedback extremely positive James. A fantastic and worthwhile couple of days! Thanks again
Anecdotes / examples are always interesting to apply the theory to real life and see where it works.
The role plays were helpful and it was interesting to know which personality style we had
Key learnings around 4Cs, Trust Equation, Chunking, EARS and FAB are all highly relevant.
The theory behind sales was really interesting, Vicky and James were very engaging.
The facilitators were brilliant, very interactive, very engaging. I think this training course should be rolled out across the company to most roles.
I found the psychology elements interesting and particularly pointers / thoughts on how to deal with other personality types
Thanks for the session on Wednesday on modelling, thoroughly enjoyable as ever
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