Sample of the Front Office Investment Banking Course
Watch this video to get a sample of the front office investment banking course as taught by Investment Banking University
INVESTMENT BANKING COURSE
$149
most popular
- 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
Chapter 1: Front Office Investment Banking Process
Chapter 2: Getting Started in M&A
Chapter 3: M&A as a Product
PART II: COVERAGE
Chapter 4: Coverage
Chapter 5: How to Choose Coverage
Chapter 6: The Lower Middle Market & Middle Market
Chapter 7: Index Building
Chapter 8: Coverage Reports & Marketing Material
Chapter 9: Financial Data Sources
PART III: MANDATE/TARGET MATCHING
Chapter 10: Mandate/Target Matching
Chapter 11: Identifying Strategic & Financial Buyers
Chapter 12: Identifying Targets
PART IV: ORIGINATION
Chapter 13: Origination
Chapter 14: Identifying Decision Makers
Chapter 15: The Cycle of Origination
Chapter 16: Pitching
Chapter 17: Strategic Management & the Investment Banker
Chapter 18: Aligning Strategic Alternatives to C-Level & Board Level Priorities aka Executive Alignment
PART V: FEE STRUCTURING & WINNING THE MANDATE
Chapter 19: Fee Structuring & Winning the Mandate
Chapter 20: Structuring the Fee
Chapter 21: M&A Fee Structure
Chapter 22: The Engagement Letter
PART VI: UNDERWRITING
Chapter 23: Underwriting
Chapter 24: Model Building Concepts
Chapter 25: Data Science & The Analyst Role
Chapter 26: Financial Modeling & Valuation Steps
Chapter 27: The Analyst Process
PART VII: PACKAGING
Chapter 28: Packaging
Chapter 29: The Teaser
Chapter 30: The Confidential Information Memorandum (CIM)
PART VIII: BUYER LIST
Chapter 31: Buyer List
Chapter 32: Buyer Profiles
Chapter 33: Tapping into the Buyer Database
Chapter 34: Outreach to Buyers
PART IX: DEAL STRUCTURING
Chapter 35: Deal Structuring
Chapter 36: Valuation Range & Deal Terms
Chapter 37: Dealing with Sellers in the Lower Middle Market/Middle Market
Chapter 38: Dealing with Buyers in the Lower Middle Market/Middle Market
PART X: M&A PROCESS
Chapter 39: M&A Process
APPLICATIONS
Chapter 40: How to Break into Investment Banking
Chapter 41: How to Land Your First Buy Side Relationship
Chapter 42: How to Land Your First M&A Engagement
Chapter 43: How to Build a Lower Middle Market/Middle Market M&A Practice Methodology
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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