Elevate Mastery – Investment Banking Mastery Training
Taught by 8 Instructors From the Top Firms: Goldman Sachs (5 Instructors), Morgan Stanley, Centerview, Evercore, Bank of America Merrill Lynch, JP Morgan, Blackstone, Ares, Centerbridge, GTCR, Varde & More
Successful Placements at All the Top Firms:
- Goldman Sachs
- Morgan Stanley
- JP Morgan
- Bank of America Merrill Lynch
- Lazard
- Evercore
- Centerbridge
- LionTree
- Barclays
- Credit Suisse
- Blackstone
- General Atlantic
- KKR
- And Dozens of Large & Middle-Market IB Firms
Trusted by Top Universities & Firms
Elevate Mastery Training is Delivered at all Top 10 MBA
- Harvard
- Wharton
- Stanford
- UChicago
- Columbia
- MIT
- Yale
- Berkeley
- Duke
- NYU
- And Dozens of Top UG Universities & Firms
What You’ll Learn In Investment Banking Mastery Training
Introduction & Meet Your Trainers
- Introduction to Investment Banking & M&A Training
- Meet Your Mastery Trainers
- Agenda & Overview of Modules
Module 1: Frameworks for Investment Banking Success – From Professionals Plus 6 Case Studies
- Top 10 Keys to Becoming a Top Bucket IB Performer – Professional Perspectives
- Top 10 Mistakes to Avoid in IB – Professional Perspectives
- Deal Case Study #1: $100bn M&A
- Deal Case Study #2: $3bn IPO
- Deal Case Study #3: Complex Dual Track Sell-side & Buy-side M&A
- Deal Case Study #4: $40bn Sell-Side M&A
- Deal Case Study #5: Growth Equity & M&A
- Deal Case Study #6: $9.1bn M&A Deal
- Building the Perfect Analyst & Associate
- Investment Banking Career Path & Roles
Module 2: Investment Banking Job & M&A Deep-Dive
- Investment Banking Overview
- Types of IBD Projects
- M&A Overview
- Different Types of M&A Deals
- M&A Process Overview
- M&A Phase I – The Pitch
- M&A Phase II – Pre-Sell-side
- M&A Phase III – Round 1, Part I
- M&A Phase III – Round 1, Part II
- M&A Phase IV – Round 2
- M&A Phase V – Sign to Close
- Buy-side vs Sell-side M&A
- Timing of M&A Processes
- Nuances of M&A Transactions
Module 3: Financial Modeling Bootcamp – All about Building 3-Statement Operating Models
- Financial Modeling Overview
- Excel Model Intro
- Income Statement, Balance Sheet and Cash Flow Statement
- 3-Statement Model – Excel Model Step-by-Step
- Building the Projection Model
- Income Statement Projections – Excel Model Step-by-Step
- Balance Sheet Projections – Excel Model Step-by-Step
- Cash Flow Statement Projections – Excel Model Step-by-Step
Module 4: Investment Banking Valuation Bootcamp
- Valuation Overview & Perspectives
- Relative Valuation – Trading & Transaction Comps
- Perspectives on Relative Valuation
- DCF Valuation Overview
- DCF Step 1 – Cash Flows
- DCF Step 2 – Discount Rate
- DCF Step 3 – Terminal Value
- DCF Step 4 – Valuation
- Sensitivity Analysis & Data Tables
- Valuation Methods Pros & Cons
Module 5: Investment Banking Merger Modeling Bootcamp
- Merger Model Rationale & Overview
- Overview & Tactics
- Merger Model Step 1 – Assumptions
- Merger Model Step 2 – Synergy Assumptions
- Merger Model Step 3 – Sources & Uses
- Merger Modeling – Excel Steps 1, 2 & 3
- Merger Model Step 4 – Purchase Price Allocation
- Merger Modeling – Excel Step 4
- Merger Model Step 5 – Closing Balance Sheet
- Merger Modeling – Excel Step 5
- Merger Model Step 6 – Accretion & Dilution
- Merger Modeling – Excel Step 6
Module 6: Initial Public Offerings (IPOs), Capital Markets & Hostile Takeovers
- Overview of an IPO Transaction & $3bn IPO Case Study
- Equity Capital Markets Team
- Key Deliverables and Workstreams in an IPO
- All about the IPO: Mechanics, Pricing, Stabilization & Trading
- All About Hostile Takeovers
Module 7: Comprehensive IB Recruiting Bootcamp
- Mock Interview with Goldman Sachs Associate
- What Banks, Bankers & Firms are Looking For
- Recruiting Principles
- Approach to Recruiting Process
- Networking
- Interview: Fit: Background Questions – What Bankers are Looking For
- Interview: Fit: Why Finance / IBD Questions – What Bankers are Looking For
- Interview: Fit: Strengths / Weaknesses – What Bankers are Looking For
- Interview: Fit: Think on Your Feet Questions – What Bankers are Looking For
- Interview: Technical Questions – What Bankers are Looking For
- Private Equity Recruiting Process
- Advice for Summer Internships
- Lateral Recruiting guide into IBD
- Non-Target School Positioning
Sale Page: Elevate Mastery – Investment Banking Mastery Training