Scribd Logo
Upload

Welcome to Scribd!

  • 62 views

    Investment Banking Manual

    Uploaded by

    Varun Abbineni
    This document outlines the steps for completing various types of deals, including calling the client to discuss opportunities, getting pre-approval for deals by outlining challenges and fees, issuing a mandate through an engagement letter, conducting private equity deals by identifying investors and addressing regulatory issues, and mergers and acquisitions deals by considering relevant regulations and identifying likely buyers and sellers. It also includes templates for non-disclosure agreements, information memorandums, and process letters. A case study section describes how one deal was executed.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content

    You might also like

    Investment Banking Manual

    Uploaded by

    Varun Abbineni
    62 views1 page
    This document outlines the steps for completing various types of deals, including calling the client to discuss opportunities, getting pre-approval for deals by outlining challenges and fees, issuing a mandate through an engagement letter, conducting private equity deals by identifying investors and addressing regulatory issues, and mergers and acquisitions deals by considering relevant regulations and identifying likely buyers and sellers. It also includes templates for non-disclosure agreements, information memorandums, and process letters. A case study section describes how one deal was executed.

    Original Description:

    Guide to investment banking.

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document outlines the steps for completing various types of deals, including calling the client to discuss opportunities, getting pre-approval for deals by outlining challenges and fees, issuing a mandate through an engagement letter, conducting private equity deals by identifying investors and addressing regulatory issues, and mergers and acquisitions deals by considering relevant regulations and identifying likely buyers and sellers. It also includes templates for non-disclosure agreements, information memorandums, and process letters. A case study section describes how one deal was executed.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    62 views1 page

    Investment Banking Manual

    Uploaded by

    Varun Abbineni
    This document outlines the steps for completing various types of deals, including calling the client to discuss opportunities, getting pre-approval for deals by outlining challenges and fees, issuing a mandate through an engagement letter, conducting private equity deals by identifying investors and addressing regulatory issues, and mergers and acquisitions deals by considering relevant regulations and identifying likely buyers and sellers. It also includes templates for non-disclosure agreements, information memorandums, and process letters. A case study section describes how one deal was executed.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    Deal Completion Manual

    Call report
    Who from MAPE met with whom in that company?
    Company Background
    Idea Discussion
    Deal opportunity Size of Transaction and Fees
    Next Steps
    Pre deal Approval
    Mandate What is the deal
    Likely Challenges
    Fees
    Time taken from beginning to end
    Mandate
    Engagement Letter
    PE Deal
    Investor List (Database)
    Information request
    Regulatory Issues (Very Very Important)
    NDA
    Teaser
    IM
    Likely Investors (Obtain out of database)
    Process Letter
    Draft T/S
    Draft SSA/SHA
    Comp-Sheets
    Google Alerts/Newsfeed
    M&A Deal
    Regulatory Issues
    CCI
    Sector
    Likely Buyers/Sellers
    Information Checklist
    NDA/IM/Teaser Template
    Process Letter
    Case Study
    How the deal happened?

    You might also like