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

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

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

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

Module 4: Investment Banking Valuation Bootcamp

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

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