INVESTMENT BANKING

WEBINAR

$29

Top features

  • Front office investment banking process
  • Senior banker mindset
  • Investment banking origination methodology
  • Investment banking coverage methodology
  • Mandate/target matching methodology

INVESTMENT BANKING MINI-COURSE

$149

most popular

  • Front office investment banking process
  • Senior banker mindset
  • Investment banking origination methodology
  • Investment banking coverage methodology
  • Mandate/target matching methodology

INVESTMENT BANKING MASTERCOURSE

$999

Top features

  • Front office investment banking process
  • Senior banker mindset
  • Investment banking origination methodology
  • Investment banking coverage methodology
  • Mandate/target matching methodology

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

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ABOUT INVESTMENT BANKING UNIVERSITY

Investment Banking University provides leading training on Front Office Investment Banking to students, finance professionals, and independent M&A groups.

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