✔ NAV Discount Analysis & Drills
✔ Sum-of-the-Parts (SOTP)
✔ Breakup Value & Liquidation Value Analysis
✔ Undervalued Stock Identification & Investment Decision Exercises

Activist Valuation Intensive: Program Overview

Why This Program?

・A rigorous training program built around the valuation methods that actually appear in activist fund interviews.
・With 18 years of experience and a track record of placing candidates at firms including Goldman Sachs, Morgan Stanley, Elliott Management, and Effissimo, we bring you the knowledge and strategies that get offers.
・Valuation for activist fund interviews goes well beyond DCF and comparable company analysis. What determines whether you pass is whether you can immediately deploy activist-specific frameworks such as NAV discount analysis, SOTP, and breakup value. This program trains you to perform at that level.

Who This Program Is For:

・Professionals currently working in investment banking or consulting who are seriously pursuing a move to activist funds such as Elliott, Oasis, Effissimo, or Strategic Capital
・Those who are comfortable with DCF and comps but lack confidence with activist-specific methods such as NAV discount analysis and SOTP
・Those who struggle to analyze the breakup value or liquidation value of complex corporate structures such as conglomerates, holding companies, and real estate-heavy businesses
・Those who can run valuation models but have not yet connected that analysis to undervalued stock identification and activist investment decisions

Why This Program Delivers Results:

・Full coverage of the topics most frequently tested in activist fund interviews: NAV discounts, SOTP, breakup value, liquidation value, conglomerate discounts, and undervalued stock identification
・Through repeated practice sessions and structured knowledge building, you move from knowing the concepts to being able to run the analysis and reach an investment decision on the spot
・Hands-on training through mock SOTP model builds, NAV discount analysis, and undervalued stock identification exercises drawn from real companies
・A personalized roadmap built around each candidate: gap analysis, knowledge consolidation, model-building drills, and investment decision execution

A Proven Track Record

・Candidates placed at activist funds, bulge bracket banks, and PE firms every year, including Elliott, Oasis, Effissimo, and Strategic Capital
・Consistent placements at funds with total compensation packages in the $300,000 range and above. A strong history of meaningful career advancement.

Win Your Activist Fund Offer on Valuation. Start with Alpha Today.