Investment Banking University's Curriculum

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

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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