INVESTMENT BANKING
WEBINAR
$29
Top features
INVESTMENT BANKING MINI-COURSE
$149
most popular
INVESTMENT BANKING MASTERCOURSE
$999
Top features
Why train with Investment Banking University
Learn why it is important to have senior banker skills in addition to financial modeling & valuation
ALL THE TOOLS YOU NEED TO BECOME A SENIOR BANKER
Investment Banking University focuses on taking your skillset to the next level with senior banker training. Rather than focusing on financial modeling & valuation training like the rest of the industry, IBU enables you to learn senior banker skills whether you are a junior banker, student or existing investment banking professional.
PART I: FRONT OFFICE INVESTMENT BANKING PROCESS
PART II: COVERAGE
PART III: MANDATE/TARGET MATCHING
PART IV: ORIGINATION
PART V: FEE STRUCTURING & WINNING THE MANDATE
PART VI: UNDERWRITING
PART VII: PACKAGING
PART VIII: BUYER LIST
PART IX: DEAL STRUCTURING
PART X: M&A PROCESS
APPLICATIONS
Front Office Investment Banking
Course Outline
Leading senior banker training to drive more engagements and ultimately more deals closed
Module I: FRONT OFFICE INVESTMENT BANKING PROCESS
Lecture 1: Front Office Investment Banking Process
Lecture 2: Getting Started in M&A
Lecture 3: M&A as a Product
Module II: COVERAGE
Lecture 4: Coverage
Lecture 5: How to Choose Coverage
Lecture 6: The Lower Middle Market & Middle Market
Lecture 7: Index Building
Lecture 8: Coverage Reports & Marketing Material
Lecture 9: Financial Data Sources
Module III: MANDATE/TARGET MATCHING
Lecture 10: Mandate/Target Matching
Lecture 11: Identifying Strategic & Financial Buyers
Lecture 12: Identifying Targets
Module IV: ORIGINATION
Lecture 13: Origination
Lecture 14: Identifying Decision Makers
Lecture 15: The Cycle of Origination
Lecture 16: Pitching
Lecture 17: Strategic Management & the Investment Banker
Lecture 18: Aligning Strategic Alternatives to C-Level & Board Level Priorities aka Executive Alignment
Module V: FEE STRUCTURING & WINNING THE MANDATE
Lecture 19: Fee Structuring & Winning the Mandate
Lecture 20: Structuring the Fee
Lecture 21: M&A Fee Structure
Lecture 22: The Engagement Letter
Module VI: UNDERWRITING
Lecture 23: Underwriting
Lecture 24: Model Building Concepts
Lecture 25: Data Science & The Analyst Role
Lecture 26: Financial Modeling & Valuation Steps
Lecture 27: The Analyst Process
Module VII: PACKAGING
Lecture 28: Packaging
Lecture 29: The Teaser
Lecture 30: The Confidential Information Memorandum (CIM)
Module VIII: BUYER LIST
Lecture 31: Buyer List
Lecture 32: Buyer Profiles
Lecture 33: Tapping into the Buyer Database
Lecture 34: Outreach to Buyers
Module IX: DEAL STRUCTURING
Lecture 35: Deal Structuring
Lecture 36: Valuation Range & Deal Terms
Lecture 37: Dealing with Sellers in the Lower Middle Market/Middle Market
Lecture 38: Dealing with Buyers in the Lower Middle Market/Middle Market
Module X: M&A PROCESS
Lecture 39: M&A Process
Module XI: APPLICATIONS
Lecture 40: How to Break into Investment Banking
Lecture 41: How to Land Your First Buy Side Relationship
Lecture 42: How to Land Your First M&A Engagement
Lecture 43: How to Build a Lower Middle Market/Middle Market M&A Practice Methodology
Register for Investment Banking University's newsletter
Get early access to our new service by registering your interest
Created with © systeme.io