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Investment Banking/Intermediate/40 hours, self-paced + live cohort

Investment Banking & Deal Advisory

A grounding in how investment banking and deal advisory actually work day to day, from pitch materials and deal processes to quality of earnings and due diligence analysis, plus the technical and professional skills expected on day one.

Curriculum

01

Industry Foundations

  • How deal teams are structured
  • The lifecycle of an M&A and capital markets deal
  • Reading and building pitch books
02

Deal Advisory & Diligence

  • Quality of earnings analysis and EBITDA adjustments
  • Net debt and working capital analysis
  • Structuring a due diligence report
03

Breaking In

  • Technical interview preparation
  • Case studies drawn from real deals
  • Capstone: build a mock pitch book and QoE summary

What you'll walk away with

  • Understand deal processes across M&A, ECM, and DCM
  • Build pitch book materials and company profiles
  • Run a quality of earnings (QoE) and net debt analysis
  • Prepare for technical and fit interviews with confidence

Who this is for

  • Students targeting IB and transaction advisory roles
  • Audit professionals moving into deal advisory
  • Career switchers preparing for IB technical interviews

Interested in IB & Deal Advisory?

Reach out and we'll help you figure out timing and fit.

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