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
