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MASTERY TRAINING PREVIEW:
Investment banking
Preview the IBD Training Videos Here
Introduction & Meet Your Trainers
01
Introduction to Investment Banking & M&A Training
02
Meet Your Mastery Trainers
03
Agenda & Overview of Modules
IBD Module 00 - 03 - Agenda & Training Overview
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Module 1: Frameworks for Investment Banking Success - From Professionals Plus 6 Case Studies
01
Top 10 Keys to Becoming a Top Bucket Performer - Professional Perspectives
02
Top 10 Mistakes to Avoid Early in Your Career - Professional Perspectives
03
Deal Case Study #1: $100bn M&A
04
Deal Case Study #2: $3bn IPO
05
Deal Case Study #3: Complex Dual Track Sell-side & Buy-side M&A
06
Deal Case Study #4: $40bn Sell-Side M&A
07
Deal Case Study #5: Growth Equity & M&A
08
Deal Case Study #6: $9.1bn M&A Deal
09
Building the Perfect Analyst & Associate
10
Investment Banking Career Path & Roles
IBD Module 01 - 09N - Building the Perfect Analyst and Associate
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Module 2: Investment Banking Job & M&A Deep-Dive
01
IBD Overview
02
Types of IBD Projects
03
M&A Overview
04
Different Types of M&A Deals
05
M&A Process Overview
06
M&A Phase I - The Pitch
07
M&A Phase II - Pre-Sell-side
08
M&A Phase III - Round 1, Part I
09
M&A Phase III - Round 1, Part II
10
M&A Phase IV - Round II
11
M&A Phase V - Sign to Close
12
Buy-side vs Sell-side M&A
13
Timing of M&A Processes
14
Nuances of M&A Transactions
IBD Module 02 - 05P - M&A Process Overview 1
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Module 3: Financial Modeling Bootcamp - All about Building 3-Statement Operating Models
01
Financial Modeling Overview
02
Excel Model Intro
03
Income Statement, Balance Sheet and Cash Flow Statement
04
3-Statement Model - Excel Model Step-by-Step
05
Building the Projection Model
06
Income Statement Projections - Excel Model Step-by-Step
07
Balance Sheet Projections - Excel Model Step-by-Step
08
Cash Flow Statement Projections - Excel Model Step-by-Step
IBD Module 03 - 06P - Income Statement Projections - Excel Model Step-by-Step
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Module 4: Investment Banking Valuation Bootcamp
IBD Module 04 - 08P - Valuation & DCF Step 4
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01
Valuation Overview & Perspectives
02
Relative Valuation - Trading & Transaction Comps
03
Perspectives on Relative Valuation
04
DCF Valuation Overview
05
DCF Step 1 - Cash Flows
06
DCF Step 2 - Discount Rate
07
DCF Step 3 - Terminal Value
08
DCF Step 4 - Valuation
09
Sensitivity Analysis & Data Tables
10
Valuation Methods Pros & Cons
Module 5: Investment Banking Merger Modeling Bootcamp
01
Merger Model Rationale & Overview
02
Overview & Tactics
03
Merger Model - Step 1 - Assumptions
04
Merger Model Step 2 - Synergy Assumptions
05
Merger Model Step 3 - Sources & Uses
06
Merger Modeling - Excel Steps 1, 2 & 3
07
Merger Model Step 4 - Purchase Price Allocation
08
Merger Modeling - Excel Step 4
09
Merger Model Step 5 - Closing Balance Sheet
10
Merger Modeling Excel Step 5
11
Merger Model Step 6 - Accretion & Dilution
12
Merger Modeling Excel Step 6
IBD Module 05 - 06P - Merger Modeling - Excel Steps
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Module 6: Initial Public Offerings (IPOs), Capital Markets & Hostile Takeovers
01
Overview of an IPO Transaction &
$3bn IPO Case Study
02
Equity Capital Markets Team
03
Key Deliverables and Workstreams in an IPO
04
All about the IPO: Mechanics, Pricing, Stabilization & Trading
05
All About Hostile Takeovers
IBD Module 06 - 05N - All About Hostile Takeovers
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Module 7: Comprehensive Recruiting Guide
01
What Banks, Bankers & Firms are Looking For
02
Recruiting Principles
03
Approach to Recruiting Process
04
Networking Effectively throughout Career
05
Interview: Fit: Background Questions -What Bankers are Looking For
06
Interview: Fit: Why Finance / IBD Questions -What Bankers are Looking For
07
Interview: Fit: Strengths / Weaknesses -What Bankers are Looking For
08
Interview: Fit: Think on Your Feet Questions -What Bankers are Looking For
09
Interview: Technical Questions -What Bankers are Looking For
10
Private Equity Recruiting Process
11
Advice for Summer Internships
12
Lateral Recruiting guide into IBD
IBD Module 07 - 05NP - Recruiting Guide - Interview - Fit Questions - Background - What Bankers are Looking For
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