CFA Program
FRM
Financial Modeling
Equity Research
INVESTMENT BANKING

Investment banking is a particular form of banking that finances capital requirements of an enterprise. Investment banks aids in the launch of an initial public offering (IPO), private placement and bond offerings, acts as a broker and carries out mergers and acquisitions (M&A).
Functions of Investment Banks :
Investment banks have multiple functions to perform. Investment banking helps public and private corporations issue securities in the primary market, underwriting, advisory services, and forex management. Other services include acting as intermediaries in trading for clients.
Course Content :
1. M&A :
Categorisation ,merger motivations,merger transaction characteristics,method of payment,Effect of payment method,corporate restructuring, Takeover defense mechanism,valuing a target company(DCF,comparables),evaluating a merger bid.
2. IPO :
It will enable participants to fully understand the IPO process. It covers a broad spectrum of topics which are designed to ensure that participants are equipped with the financial skills-set necessary to understand how IPOs are arranged, managed, priced and distributed.
Bankers, investment managers, company executives, managers and professionals in all corporate functions and in organisations servicing corporates need to have a current understanding of the financial issues that affect the process of launching an IPO.
  • How companies are selected for IPO
  • How companies are restructured to meet listing requirements
  • The timetable and essential due diligence procedures preliminary to IPO
  • How to value companies for IPO
  • How companies are marketed to investors
  • Bookbuilding - the essential issue process
  • How IPOs are underwritten
  • The different techniques available for secondary offerings
  • What corporate governance issues are important in presenting a company
  • The aftermarket
  • The role of the analyst
  • The impact of new regulations (post the Global Settlement) on IPO processes
3. PITCH BOOK PREPARATION
A pitch book is a document used by investment banks to pitch potential companies to firms. The book contains the main attributes of the firm as well as potential returns and attempts to show how the bank making the pitch is the best bank for the job. The purpose of the pitch book is twofold:
  • Convince the potential buyer that the companies on offer are good value
  • Convince the potential buyer that the bank making the pitch is the best possible bank for the deal
Pitch books are often quite long and detailed, but potential buyers frequently only read one or two pages making the rest of the work a waste of time. The majority of an Analyst’s or Associate’s time at an investment bank is spent creating pitch books and making sure they are 100% perfect in every single way.
Who should attend this training course?
  • Corporate executives
  • Investment and commercial bankers
  • Equity and fixed income investment managers
  • Investment and equity analysts
  • Credit analysts and credit controllers
  • Treasury managers
  • Lawyers
  • Accountants
  • Company brokers and advisers

  • Duration : 1 month
 
 
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