
#1 PE/Growth/VC/IB/HF Recruiting, Training & Networking Platform in North America
Democratizing Access to Top Finance Careers & Networks & 100% Built by Professionals
Investment Banking Training Taught by Bankers from Top Firms - including
5 Instructors from Goldman Sachs
Taken by 1000+ candidates, headed to the top Investment Banks
Meet Your Investment Banking Mastery Instructors
Kaushik (Lead)
- Goldman Sachs Investment
Banking - VP & Chief of Staff (IBD FIG) -
Goldman Sachs Private Equity - Principal
- Varde Partners PE - Director



Brandt
-
Centerview Partners - Principal
-
Goldman Sachs
Investment Banking -
Vice President, Associate & Analyst



Vince
-
Goldman Sachs Investment Banking -
Associate


Abhi
-
Evercore Investment Banking
-
PwC M&A Transaction



Dustin
-
Morgan Stanley Investment
Banking - Executive Director &
Recruiting Lead -
Bank of America Merrill Lynch M&A



Kelsey
-
Goldman Sachs Investment Banking
-
JP Morgan Investment Banking
-
Blackstone Private Equity
-
Ares Private Equity - Vice President



Dylan
-
Goldman Sachs Investment Banking
-
Centerbridge Private Equity
-
GTCR Private Equity



CURRICULUM:
8 Hours, 75 Video Lessons, 7 Modules Taught by Pros
Module 1:
Message to Incoming Investment Bankers & Candidates from Successful Professionals
1 hour
-
Top 10 Keys to being a Top Bucket Performer & Building the Perfect Analyst & Associate
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Top 10 Early Career Mistakes & How to Avoid Them
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Career Paths & Success: Analyst to Associate to Vice President to Executive Director to MD
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6 Case Studies Presented By Bankers on Deals they've Worked on:
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$100bn M&A advisory
-
$40bn M&A sell-side
-
$9bn M&A buy-side
-
$3bn IPO
-
Dual-Track Buy-side & Sell-side M&A; Growth Capital Raise
-
Module 2:
The Most Important Things to Know about the Investment Banking Job & M&A Transactions
2 hours
-
Overview of Investment Banking Functions, Product / Industry Groups & Projects
-
Mergers & Acquisitions: All About M&A Transactions:
M&A Strategy, Tactics, Rationale, Types of Transactions and Pros / Cons -
5 Phases of the M&A Process:
Pitch | Sell-side Preparation | Round 1 |
Round 2 | Exclusivity, Signing and Closing - M&A in Detail: Banker Roles & Responsibilities, Timeline, Sell-side vs. Buy-side
Module 3:
Financial Modeling I - All about Building 3-Statement Operating Models
1 hour
-
Financial Modeling Overview
-
3-Statement Modeling:
Decomposing the Income Statement, Balance Sheet & Cash Flow Statement -
Step-by-step Excel Build of Operating Model from Scratch (Including Scenario Analysis)
-
Projections Modeling: How it's done in the real world
-
Step-by-step Excel Build of 3-Statement Projections Model
Module 4:
Financial Modeling II - All About Investment Banking & M&A Valuation
1 hour
-
Valuation Overview & Perspectives
-
Relative Valuation - Trading & Transaction Comps
-
Discounted Valuation Analysis in Detail: Behind the Scenes with Professionals on Assumptions, Methodology and Best Practices
-
Valuation Methodologies Pros & Cons and How they are used in Banking
-
High-level Overview of Leveraged Buyout (LBO) Analysis
-
Step-by-Step Excel Build of DCF, Trading Comps and Transaction Comps
Module 5:
Financial Modeling III - All About Investment Banking Merger Modeling
1 hour
-
Merger Modeling Rationale, Overview & Banker Perspectives
-
Transaction Assumptions & Purchase Consideration (Stock vs. Debt vs. Cash)
-
Revenue & Cost Synergies & How Bankers Think About Synergies in M&A
-
Sources & Uses in a Transaction
-
Purchase Price Allocation & Closing Balance Sheet
-
M&A Accretion / Dilution Analysis
-
Step-by-Step Excel Build of Merger Model, incl. Scenario & Sensitivity Analyses
Module 6:
Initial Public Offerings (IPOs), Capital Markets & Hostile Takeovers
30 mins
-
Overview of an IPO Transaction:
$3bn IPO Case Study -
Key Deliverables and Banker Responsibilities in an IPO
-
Behind the Scenes of Helping Company become IPO-ready
-
Overview of Timeline and Workstreams in an IPO
-
Investment Banking M&A and Capital Markets Divisions Working Together
-
Mechanics, Pricing, Stabilization & Trading of an IPO
-
All About Hostile M&A Takeovers:
$200+bn Defense of P&G, and $6+bn Defense of Illumina - by Bankers on those Deals
Module 7:
Recruiting Guide for Investment Banking & Finance Careers Beyond
1 hour +
-
Mock Interview with Goldman Sachs Associate
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What Banks & Firms are looking for; Guiding Principles for Recruiting
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Networking Effectively
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Interview: Hear from Professionals on what they are looking for on all the Interview Questions:
Fit: Background | Why Finance / IB | Strengths / Weaknesses | Failures | Many More
Technicals: Accounting | 3-Statement Analysis | Valuation | M&A Modeling | More -
Specific Advice: For Incoming Summer Interns & For Laterals
-
Buy-side / Private Equity Recruiting Process in Detail : Logistics, Timeline and Interviews for Mega Funds & Middle Market Funds